Services

Specific, form-aware tax support

We name the exact forms, tax years, and scope in every engagement — so you know what is being filed, why it is required, and what it includes.

Individuals & Families

Individual & Family Tax Preparation

Federal and state returns prepared carefully — including situations with stock compensation, rental property, multi-state wages, and international details that general preparers often miss.

Request a quote
  • Federal and state individual returns, including Form 1040 and Form 1040-NR
  • Resident / nonresident analysis, substantial presence, and dual-status years
  • Multi-state wage and residency situations involving California and other states
  • RSU, ESPP, and 1099-B basis corrections; dividends, capital gains, and foreign tax credit
  • Rental property reporting, depreciation catch-up, and Form 3115 method changes
  • Education credits, dependent-care credit, and family return items
  • Amended returns using Form 1040-X

International Compliance

Foreign Gifts, Accounts & Entities

Our core specialty: compliance-heavy international filings that many preparers avoid. If a foreign gift, account, or entity filing was missed, we help you organize the facts and correct the filings — with careful documentation, not guarantees.

Request a review
  • Form 3520 foreign gift reporting, including late filings and reasonable-cause statements
  • Form 3520-A coordination for foreign trust reporting
  • FBAR (FinCEN Form 114) for foreign financial accounts
  • FATCA / Form 8938 for specified foreign financial assets
  • Forms 5471 and 5472 for foreign corporations and foreign-owned entities
  • Streamlined Domestic and Foreign Offshore Procedures (Forms 14654 / 14653)
  • Expatriation and dual-status projects, including Form 8854 situations

Students & Scholars

International Student, Scholar & Visa Tax

U.S. tax rules for students and scholars are different. We determine the right filing status and forms, apply treaty benefits correctly, and recover FICA that was withheld in error.

Ask about student filing
  • F-1, J-1, H-1B, L-1, O-1, and green-card transition analysis
  • 1040-NR vs 1040 determination and residency transition years
  • Tax treaty benefits, including U.S.–China treaty wage and scholarship provisions
  • Form 8843 exempt-individual reporting
  • 1042-S scholarship and withholding coordination with W-2 income
  • OPT/CPT Social Security and Medicare (FICA) refunds via Forms 843 and 8316
  • Married filing jointly planning when one spouse is nonresident

Business Tax

Business Returns & Entity Compliance

From sole proprietorships to corporations, we prepare business returns built on clean books, correct ownership records, and careful tax treatment.

Request a business quote
  • Schedule C and single-member LLC filing, including California Form 568
  • Partnership returns (Form 1065) and K-1 preparation
  • S corporation returns (Form 1120-S), owner payroll, and reasonable compensation
  • C corporation returns (Form 1120)
  • S elections (Form 2553)
  • Entity formation, EIN applications, and annual report support
  • LLC dissolution and final filings

Bookkeeping & Payroll

Bookkeeping, Payroll & Year-End Reporting

We support small businesses year-round so year-end is not a scramble — QuickBooks-certified bookkeeping, payroll coordination, and information returns.

Ask about bookkeeping
  • QuickBooks Online setup, cleanup, and catch-up bookkeeping
  • Monthly bookkeeping packages sized to your business
  • Payroll setup and ongoing coordination
  • 1099 and W-2 preparation
  • Monthly and year-end reporting for tax readiness

Notices & Corrections

IRS & State Notice Response

A tax letter does not have to mean panic. We review the notice, explain the issue in plain language, and prepare a structured response.

Upload your notice
  • IRS CP notice review, refund holds, and identity verification issues
  • Response letters with supporting evidence packages
  • Amended returns (Form 1040-X) with explanation drafting
  • FICA refund claims for student/OPT cases (Forms 843 / 8316)
  • FTB, EDD, and other state agency follow-up
  • Authorization via Forms 2848 / 8821 where the engagement includes representation

ITIN Services

ITIN Applications with a Certified Acceptance Agent

As a Certified Acceptance Agent, we can verify identity documents for ITIN applications — so original passports do not need to be mailed to the IRS.

Ask about ITIN
  • Form W-7 ITIN applications for spouses and dependents
  • Identity document review and certification
  • Coordination with the related tax return filing
  • Renewal applications for expiring ITINs

Not sure which service you need?

Leave your basic information and pick the closest category — we will review your situation and reply with the exact forms, scope, and a quote.

Get a Quote