Tax Compliance Services

We provide comprehensive U.S. tax compliance services for individuals, businesses, and trustees. From routine filings to complex cross-border reporting, our team ensures your returns are accurate, timely, and fully compliant with IRS requirements.

Our services include:

Individual and business tax returns (Forms 1040, 1120, 1065)
Trust and estate filings (Forms 1041, 706, 3520, 3520-A)
Foreign asset reporting (FBAR, FATCA, Forms 8938, 5471, 8865)
Withholding and information returns (Forms 1042, 1042-S, 1099, W-8/W-9)
State and local tax filings
IRS correspondence and audit support

We offer clear guidance at every stage of the compliance process—helping you understand your obligations, reduce risk, and stay aligned with evolving tax laws and regulatory requirements.

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Tax Compliance Services

We provide comprehensive U.S. tax compliance services for individuals, businesses, and trustees. From routine filings to complex cross-border reporting, our team ensures your returns are accurate, timely, and fully compliant with IRS requirements.

Our services include:

Individual and business tax returns (Forms 1040, 1120, 1065)
Trust and estate filings (Forms 1041, 706, 3520, 3520-A)
Foreign asset reporting (FBAR, FATCA, Forms 8938, 5471, 8865)
Withholding and information returns (Forms 1042, 1042-S, 1099, W-8/W-9)
State and local tax filings
IRS correspondence and audit support

We offer clear guidance at every stage of the compliance process—helping you understand your obligations, reduce risk, and stay aligned with evolving tax laws and regulatory requirements.

Tax Compliance Services

At our firm, we help individuals, businesses, and trusts stay on top of their tax obligations. We keep it simple, clear, and personal — because that's how we like to be treated too.

For Individuals

We prepare and file your federal, state, and local tax returns.

We help you plan ahead to avoid surprises at tax time and handle any foreign accounts or special reporting needs you may have.

For Trusts and Estates

We help trust companies meet U.S. foreign trust reporting obligations by preparing DNI calculations, Forms 3520, 3520-A, 5471, and related filings, ensuring full compliance with IRS requirements.