Tax Preparation
We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. We are also an authorized e-file providers and can e-file your tax return to the IRS and to all 50 U.S. states
Tax Planning
Effective tax planning can help you minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how employer based equity compensation or upcoming business opportunities impact your tax status and vice versa.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change.
Equity Tax Strategy
We specialize in taxation of equity income, which includes RSU, ESPP, ISO, NSO, 83(b), and other equity-related items. We have a large client base in the technology industry and are well versed with employee stock compensation from companies such as Google, Meta, X, and Apple.
Expat & International Tax
We believe in establishing strong, long-term relationships to truly understand your financial objectives. Our personalized approach ensures that we tailor our services to meet your unique circumstances and goals.
Rental Property Taxation
Whether you have rented out one unit on AirBnB or manage an empire of rentals, there are quite a few deduction to be aware of. Tax optimization of rental properties is key to the overall success of rental real estate.
