Comprehensive tax compliance services for individuals with complex or evolving U.S. tax situations. We support clients with accurate filings, proactive guidance, and year-round availability to help reduce stress and avoid surprises.

Services include:

• Federal and state individual income tax return preparation

• Estimated tax calculations and payment guidance

• IRS and state tax notices support

• Year-round guidance on documentation, deadlines, and filing requirements

Reliable, detail-oriented tax compliance support for trusts and fiduciaries.

We provide structured support to ensure trusts meet annual filing and reporting obligations.

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Services include:

• Trust income tax return preparation and ongoing compliance support

• Foreign trust compliance and related reporting

• Gift tax return preparation and filing

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Specialized U.S. tax compliance for individuals with international income, assets, or cross-border life circumstances.

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We help clients navigate complex international reporting requirements with clarity, organization, and confidence.

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Services include:

• All U.S. individual tax compliance services listed above, plus:

• FBAR and FATCA reporting

• Expatriation and exit tax compliance

• Streamlined Offshore Procedures

• Voluntary Disclosure support

• Foreign gift reporting

• Foreign pension reporting

• Global mobility and cross-border tax considerations

Proactive tax consulting services help individuals make informed decisions and plan ahead.

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Our advisory services are designed to support evolving financial situations and reduce uncertainty around tax outcomes.

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Services include:

• Domestic and international tax advisory

• Tax planning and scenario modeling

• Withholding and estimated tax guidance

• Planning around life changes, relocation, or income shifts

• Pre-immigration tax planning

• Strategic guidance for individuals with evolving or complex tax profiles

• IRS and state audit or notice support

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