Tax Preparation & Cross-Border Compliance

U.S. taxes, done carefully — even the complicated parts

Foreign gifts, overseas accounts, student and work visas, small businesses, IRS letters — we work on the tax situations most preparers shy away from, and we explain everything in plain language.

Secure Client PortalEncrypted document upload
Acceptance AgentITIN application support
QuickBooks CertifiedBookkeeping & payroll
Bilingual ServiceEnglish & 中文

Who We Help

Sound familiar?

Most people find us because something about their taxes is not simple. If any of these sound like you, we can help.

Immigrant & cross-border familiesForeign gifts, Form 3520, ITIN, and residency questions.
International students & scholarsF-1/J-1 filing, 1040-NR vs 1040, Form 8843, treaty benefits, OPT FICA refunds.
Visa professionals & green-card holdersH-1B/L-1/O-1, RSU and ESPP, multi-state wages, foreign accounts.
Taxpayers with foreign assetsFBAR, FATCA/Form 8938, missed filings, streamlined offshore procedures.
Small businesses & self-employedSchedule C, LLCs, CA Form 568, S corporations, payroll, bookkeeping.
Anyone with an IRS or state noticeCP notices, refund holds, identity verification, amended returns.

Our Services

Two primary filing services, plus three focused specialties

Personal tax situations stay together, business tax and bookkeeping stay together, and cross-cutting work receives its own focused service page.

Primary Service 01

Individual Tax Preparation

Federal and state returns for individuals and families, including visa, investment, rental, multi-state, and amended-return situations.

  • Forms 1040 and 1040-NR
  • Students, scholars, and visa transitions
  • Investments, rentals, and prior-year corrections
View individual tax services →

Primary Service 02

Small Business Tax & Bookkeeping

Tax returns and supporting records for sole proprietors, LLCs, partnerships, S corporations, and C corporations.

  • Schedule C, 1065, 1120-S, and 1120
  • QuickBooks, payroll, 1099s, and W-2s
  • Entity elections and final filings
View small business services →

Focused Specialty

International Tax & Foreign Reporting

Separate reporting for foreign gifts, accounts, assets, companies, and missed international filings.

  • Form 3520
  • FBAR and Form 8938
  • Forms 5471/5472 and streamlined procedures
View international tax services →

Focused Specialty

IRS & State Tax Notice Help

Structured review and response support for notices, refund issues, adjustments, and corrections.

  • IRS, FTB, and EDD letters
  • Refund and identity-verification issues
  • Amended returns when included
View notice-response services →

Focused Specialty

ITIN Applications

Form W-7 and identification-document coordination with a Certified Acceptance Agent.

  • New applications and renewals
  • Identification-document review
  • Tax-return coordination
View ITIN services →

Our Process

Clear scope. No surprises.

Every engagement starts with a defined scope and a written engagement letter — so you always know what is included and what happens next.

Tell us the situation

Submit a short inquiry with the service, tax years, states, and any known deadline.

Receive scope & quote

We identify the required forms, tax years, and deadlines, then send an engagement letter before work begins.

Upload securely

Share documents, review drafts, and sign forms through our secure client portal.

Review & file

We prepare the filings, walk you through key items, and file electronically or by mail as appropriate.

Keep records organized

You receive final copies and guidance on what to keep for future tax years.


Have a tax question on your mind?

Tell us what is going on. We will reply with the forms involved, a clear scope, and a quote — no pressure, no jargon.

Get a Quote