Tax Advisory Services

Federal and State Individual Tax Returns 

Preparation and filing of U.S. federal and applicable state income tax returns are essential for tax compliance. Our bookkeeping services ensure that all necessary records are maintained accurately, facilitating the preparation process. 

Tax Compliance & Reporting 

We provide support with required disclosures and informational filings, including foreign income and asset reporting where applicable, aligning with tax compliance requirements. 

Cross-Border & Expat Considerations 

For individuals with international income, assets, or ties, including France–U.S. tax considerations, our fractional CFO services offer tailored assistance to navigate complex tax landscapes. 

IRS Representation & Correspondence 

As an Enrolled Agent, we represent clients before the IRS, including responses to notices and limited audit support related to filed returns, ensuring full tax compliance throughout the process. 

Tax Planning & Advisory 

We offer ongoing guidance to help clients understand their tax position, anticipate obligations, and make informed financial decisions, all while ensuring robust tax compliance.

Bookkeeping & Financial Reporting

Our comprehensive bookkeeping services include ongoing transaction recording, reconciliations, and the preparation of financial statements to meet management and compliance requirements.

Corporate Tax Compliance & Filing

We offer expert preparation and filing of U.S. federal, state, and local corporate tax returns, along with essential informational and tax compliance filings.

Cross-Border & International Compliance

Our team provides support for corporations with international operations or foreign ownership, ensuring coordination of cross-border reporting and compliance obligations.

Fractional CFO Services

Utilizing our fractional CFO services, we deliver strategic financial oversight on a part-time or project basis, including budgeting, forecasting, cash-flow management, financial analysis, and guidance for key business decisions.

IRS & Tax Authority Correspondence

We represent and support clients in responding to IRS and state tax authority notices related to filed returns, ensuring adherence to tax compliance.