Individuals & families
W-2 employees, families, investors, rental-property owners, retirees, and multi-state filers.
Explore individual tax →Tax Preparation for Individuals, Businesses & Nonprofits
Whether you are filing a W-2 return, running a small business, managing a nonprofit, or handling international reporting, we bring the same careful process and plain-language guidance.
Who We Help
You do not need a cross-border issue to work with us. Most engagements begin with a U.S. individual return, a small-business filing, or a nonprofit annual return.
W-2 employees, families, investors, rental-property owners, retirees, and multi-state filers.
Explore individual tax →Sole proprietors, LLCs, partnerships, S corporations, and closely held companies needing tax or bookkeeping support.
Explore business services →Organizations preparing Forms 990 or 990-EZ, related schedules, and California Form 199.
Explore nonprofit services →People navigating U.S. residency, visa filings, foreign accounts, assets, gifts, or missed international reporting.
Explore international tax →Need help with a tax notice or taxpayer ID? These focused services are available to both domestic and international clients.
Our Services
Personal, business, and tax-exempt organization returns each have a dedicated service; cross-cutting work receives its own focused page.
Primary Service 01
Federal and state returns for individuals and families, including visa, investment, rental, multi-state, and amended-return situations.
Primary Service 02
Tax returns and supporting records for sole proprietors, LLCs, partnerships, S corporations, and C corporations.
Primary Service 03
Annual information returns for nonprofits, associations, labor organizations, and other tax-exempt entities.
Focused Specialty
Separate reporting for foreign gifts, accounts, assets, companies, and missed international filings.
Focused Specialty
Structured review and response support for notices, refund issues, adjustments, and corrections.
Focused Specialty
Form W-7 and identification-document coordination with a Certified Acceptance Agent.
Our Process
Every engagement starts with a defined scope and a written engagement letter — so you always know what is included and what happens next.
Submit a short inquiry with the service, tax years, states, and any known deadline.
We identify the required forms, tax years, and deadlines, then send an engagement letter before work begins.
Share documents, review drafts, and sign forms through our secure client portal.
We prepare the filings, walk you through key items, and file electronically or by mail as appropriate.
You receive final copies and guidance on what to keep for future tax years.
Tax Knowledge
Read clear, educational articles about international reporting, foreign accounts, and U.S. tax compliance.
Browse all articlesWhen reporting is required, how late filings work, and what a reasonable-cause statement should explain.
Read articleTell us what is going on. We will reply with the forms involved, a clear scope, and a quote — no pressure, no jargon.