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 Strategy CallServices
01
Tax Preparation
Individual, self-employed, S-Corp, partnership, and international returns. Every return is AI-reviewed before CPA sign-off to catch what others miss.
- 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 at no extra cost
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.
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
Annual savings uncovered through entity restructuring and S-Corp election. Prior CPA hadn't surfaced this option.
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.
Not sure which service fits?
30 minutes. Free. We'll tell you honestly what you need.