Professional Services

Comprehensive support for individuals, businesses, and organizations.

Choose a service area to review the scope, process, and common engagement needs.

Preparation, planning, amendments, prior-year filing, multi-state, business, nonprofit, estate, trust, and international matters.

Bookkeeping, cleanup, reporting, payroll support, and year-end accounting organization.

Entity analysis, tax classification, startup planning, compliance, and strategic consultation.

Federal and California notice review, transcript analysis, payment options, and compliance assistance.

LLC, corporation, partnership, nonprofit, EIN, S election, and formation-related support.

ITIN applications and renewals with document review through an IRS Certifying Acceptance Agent.

U.S. tax assistance for foreign nationals, nonresidents, international investors, and cross-border businesses.

Formation, federal and state filings, bookkeeping, annual reporting, and compliance support.

Fiduciary income tax preparation, estate and trust reporting, and succession-related planning support.