Accurate, timely tax filings are the foundation of a well-run financial structure. I provide individual and small business tax preparation with a focus on compliance, accuracy, and long-term clarity.

Includes:

• Federal and state income tax returns (Form 1040, Schedule C, S-Corp, partnership filings)

• Small business tax preparation and ongoing compliance support

• Multi-state tax filings and reporting requirements

• Identification of potential compliance risks before filing

• Accurate filings to avoid IRS penalties and notices

Tax planning goes beyond filing, it’s about making informed decisions throughout the year to reduce tax liability and improve financial outcomes.

I work with clients to develop proactive strategies aligned with their income, business structure, and long-term goals.

Includes:

• Quarterly tax planning and estimated tax calculations

• Tax strategy for small business owners and self-employed individuals

• Entity structure guidance (LLC, S-Corp considerations)

• Income and expense timing strategies

• Ongoing tax advisory and financial decision support

Operating across borders introduces additional complexity, and increased compliance requirements if not handled properly.

I provide U.S. tax support for both foreign-owned U.S. businesses and Americans living or working abroad, with a focus on accurate reporting and ongoing compliance.

Includes:

• U.S. tax compliance for foreign-owned LLCs (Form 5472 and Form 1120 filing requirements)

• Foreign Earned Income Exclusion (FEIE – Form 2555) and Foreign Tax Credit (Form 1116)

• FBAR (FinCEN Form 114) and FATCA (Form 8938) reporting

• Foreign bank account and financial asset disclosure requirements

• Cross-border tax compliance and reporting guidance

• Ongoing support for expats, digital nomads, and international clients

When tax issues arise - such as IRS notices, unfiled returns, or penalties - a structured and proactive approach is essential.

I help clients resolve tax matters, restore compliance, and move forward with a clear plan.

Includes:

• IRS notice review and response (CP notices, letters, etc.)

• Prior-year and delinquent tax return filings

• Penalty abatement and reasonable cause letters

• IRS payment plans and resolution strategies

• General IRS correspondence and support

Clean, accurate financial records are essential for both tax compliance and effective tax planning.

Bookkeeping services are available to maintain organized financials and support ongoing tax work.

Includes:

• Monthly bookkeeping and account reconciliations

• QuickBooks Online setup, cleanup, and maintenance

• Financial reporting (profit & loss, balance sheet)

• Transaction categorization and organization

• Support aligned with tax compliance and planning