What We Do

Every service we offer
starts with looking harder.

We don't just prepare returns — we review what was filed before, find what was missed, and build a plan that holds up. Licensed CPA, direct access, year-round.

Book a $350 Strategy Session

60 minutes with your CPA · Fee credited toward engagement

Services

01

Tax Preparation

Individual, self-employed, S-Corp, partnership, and international returns. CPA-led preparation with attention to your records, filing obligations, and planning options.

  • Individual 1040 with all schedules
  • Self-employed & Schedule C
  • S-Corp, Partnership, LLC (1120-S / 1065)
  • Multi-state, RSU, ESPP, equity compensation
  • Prior-year review within agreed scope

Typical starting price

$750

Individual return · complexity determines final scope

02

IRS Resolution

We pull your IRS transcripts, read the notice, and respond. Most clients never have to speak to the IRS directly. We handle CP2000s, balance-due notices, unreported income, and more.

  • IRS transcript analysis and notice response
  • CP2000, CP2501, balance-due CP14
  • Amended return strategy (1040-X)
  • Penalty abatement requests
  • Multi-year non-filer catch-up

Real result

$68,160 → $64

IRS notice. We pulled transcripts, revised schedules, challenged the position. Final amount owed: $64. Past results are case-specific; IRS outcomes are not guaranteed.

03

Entity & Tax Strategy

S-Corp elections, LLC structuring, and entity-level planning for founders and operators. We model the tax impact before you make the move — not after.

  • S-Corp election analysis & implementation
  • Reasonable compensation modeling
  • Solo 401(k), SEP-IRA, retirement planning
  • Quarterly estimated tax planning
  • Entity + personal return coordination

Documented result

$70,000

Past client annual savings through entity restructuring and S-Corp election. This case-specific result does not predict or guarantee your tax savings.

04

International & Cross-Border

FBAR, PFIC, Form 5471, 1040NR, and expat returns. US persons abroad, foreign nationals with US income, and dual-status filers with complex cross-border situations.

  • FBAR (FinCEN 114) & FATCA (Form 8938)
  • Expat returns & Foreign Earned Income Exclusion
  • 1040NR for non-resident aliens
  • Form 5471 — foreign corporation reporting
  • Streamlined filing compliance procedures

International tax is one of the most penalty-prone areas of the US tax code. Non-compliance — even accidental — can result in fines starting at $10,000 per form.

We scope international situations carefully before quoting, because every cross-border case is different.

Interactive CPA Tools

Model your tax exposure in 60 seconds.

Use our free client-side CPA calculators to estimate your S-Corp & PTET savings, RSU 22% withholding gap, or 30-day IRS notice response window.

S-Corp & PTET Savings Calculator

Compare LLC self-employment tax against an S-Corp with Reasonable Compensation, Social Security cap coordination, and State PTET deductions.

Launch S-Corp Calculator →

RSU Withholding Gap & Double-Tax Tool

Quantify your April tax shortfall above the 22% default employer withholding rate and estimate 3-year Form 1040-X refund recovery for unadjusted 1099-B basis.

Launch RSU Tax Calculator →

IRS Notice 30-Day Triage Tool

Check your remaining statutory response days on a CP2000, CP2501, CP14, or CP15 notice and see if automated IRS math overstated your balance.

Launch IRS Triage Tool →

Not sure which service fits?

$350 for a 60-minute strategy session with your CPA. Written action plan; fee credited toward engagement.

Book a $350 Strategy Session
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