Individuals
Tax Filing & Optimization
Ensure peace of mind and maximize your opportunities.
Preparation and Filing of Tax Returns : Covers federal, state, and international tax returns, including for self-employed individuals and freelancers.
Documents and Forms Management : Organization of tax documents (W-2s, 1099s, complex forms, etc.) and review of prior returns to identify and correct potential errors.
Tax Optimization : Maximization of deductions and credits, tax reduction strategies, and proactive planning throughout the year.
Advisory & Representation
Giving you a peace of mind at every step.
Representation before Tax Authorities : Support during IRS or state audits, negotiations with tax authorities, and handling of tax notices.
Wealth Planning : Guidance on gifts, inheritance, and estate structuring to reduce tax impact and optimize legacy transfer.
Personalized Advisory : Tailored consulting for major life events (marriage, divorce, retirement, home purchase, expatriation, etc.).
“Beyond numbers, we stand by your side — protecting your interests, planning your future, and guiding you through every key decision.”