Services
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Personal Tax
Filing
Bookkeeping is the process of recording, organizing, and maintaining a business's financial transactions to ensure accurate financial management.
Money-Saving
Strategies
Money-saving
strategies help reduce expenses and
grow savings through
smart budgeting and spending habits.
Tax Planning
Strategies
Tax planning strategies
involve legally minimizing tax liability through deductions,
credits, income timing, and investment choices.
Tax Planning
What it includes: Strategizing to minimize future tax liabilities through deductions, credits, timing of income/expenses, investments, etc. Common clients: High-income individuals, business owners, and investors.
Business Tax
Services
What it includes:
Corporate tax
filing (C Corps, S Corps, LLCs)
Payroll tax
filing
Sales tax reporting and compliance
Benefit: Ensures compliance and avoids penalties
International Tax Services
For individuals or
companies with cross-border income
Includes services like:Foreign earned income exclusion
Reporting foreign bank accounts (FBAR/FATCA)
Tax treaty consultation