Frequently Asked Questions

Yes.

• - Individuals: Form 1040 and related schedules, multi-state filings, foreign income, and PFIC reporting.
• - Businesses: Tax returns and planning for LLCs, partnerships, corporations, and sole proprietors.

We combine technology-driven efficiency with deep professional insight. Our focus is on clarity, education, and long-term strategy—not just filing taxes, but helping you build a roadmap for sustainable financial growth.

Absolutely. We handle:

• - Foreign earned income
• - FBAR (FinCEN 114)
• - FATCA (Form 8938)
• - PFIC (Form 8621)

We support clients with global assets and cross-border structures to ensure full compliance and optimized tax efficiency.

Yes. We offer monthly bookkeeping, bank reconciliations, payroll processing, and financial reporting—keeping your records accurate and up-to-date so you can focus on growth.

Yes. We provide back-tax resolution and filing support, including amended returns, payment plan negotiation, and penalty relief—to restore compliance and peace of mind.

Contact us via our website form or email. We'll schedule a consultation to understand your goals, review your financials, and propose a customized service plan.

Yes. We serve clients across the United States and internationally through secure virtual platforms, using encrypted portals for document exchange and video consultations for seamless communication.

Your privacy is a top priority. We employ multi-layer encryption, secure client portals, and strict access controls to protect all client information in line with professional and regulatory standards.

Pricing is customized based on your situation. After we assess complexity, scope, and specific needs, we'll send a detailed written quote before any engagement begins—ensuring full transparency and fairness.

Yes. Every engagement includes a formal engagement letter outlining the scope, pricing, and mutual responsibilities. Both parties review and sign it before services begin to ensure transparency, clarity, and accountability.

To ensure fairness and transparency for both our clients and our firm, payment is divided into three stages: 30% is due before the work begins to confirm the engagement and reserve dedicated project time, 40% is due midway through the engagement once substantial progress has been made, and the remaining 30% is payable upon completion when the final deliverable is provided.

This payment structure helps protect both parties, ensuring commitment, accountability, and the smooth delivery of high-quality services.