Services

Tax preparation and planning

Individual corporate partnership and nonprofit returns. Estimated taxes payroll filings and sales and use tax. Notice responses and audit readiness.

  • Federal and California returns with e file when allowed
  • Year round estimates and safe harbor planning
  • Amended returns penalty relief and payment plans
  • FBAR FATCA and cross border information returns

Complex tax and cross border

  • Foreign owned US entity Form 5472 with 1120
  • Foreign corp and partnership 5471 8865 8858
  • Trust and gift filings 3520 and 3520 A
  • Withholding 1042 S W 8 and W 9 flows
  • Method and status elections 2553 8832 3115

Immigration related business support through counsel

We prepare financial and business packets for use by your licensed attorney when requested.

  • Business plans cash flow and job descriptions for E 2 L 1 and EB cases
  • Affidavit of support packages with returns and statements
  • Company records and payroll proofs for H 1B and PERM employers
  • Human translation available on request

Legal services are provided only by licensed attorneys under a separate agreement.

Accounting payroll and sales tax

  • Monthly bookkeeping and financial statements
  • Payroll setup filings and year end forms
  • CDTFA seller permits and sales and use tax
  • City licenses and EDD registrations

Nonprofit and private foundation

  • IRS 501 c 3 applications and state filings
  • Bylaws policies board minutes and records
  • Annual filings with IRS and state charity units
  • Private foundation setup and compliance

Consulting and advisory

  • Tax planning and cash flow strategy
  • Real estate tax including cost segregation
  • Startup finance and bank packages
  • Audit readiness and document hygiene

Corporations and BOI asset protection

We keep corporate records clean and BOI filings current so your liability shield and tax position stay strong.

Entity choices and elections

  • C corp S corp LLC partnership and professional corp
  • Tax elections 2553 S corp and 8832 check the box
  • Reasonable compensation and payroll for owners
  • QSBS 1202 and stock records when you qualify

Governance and asset protection basics

  • Bylaws operating agreements minutes and consents
  • Separate bank accounts and no commingling
  • Clear contract signature blocks and authority
  • Parent and operating company separation when needed

BOI reporting

  • Identify beneficial owners and company applicants
  • File the initial report and track updates after changes
  • Maintain ID records and address proofs
  • Calendar reviews so reports stay current

We provide tax and filing support and we coordinate with your licensed attorney for legal strategy such as asset protection trusts and complex corporate transactions.

Business formation in the USA

Filings across many states with a focus on clean records bank readiness and practical compliance.

Core filings

  • LLC corporation partnership and nonprofit
  • EIN registration and IRS notices
  • Registered agent and annual reports
  • Secretary of State and city business licenses

Governance records

  • Operating agreements bylaws and minutes
  • Ownership ledger and cap table basics
  • Document retention and privacy notices
  • Compliance calendars state and federal

Multistate setup

  • California Delaware Wyoming Nevada and more
  • Foreign qualification where you operate
  • Sales tax and payroll registrations
  • CDTFA permits and city filings

International and overseas investors

We help overseas owners start and run a US company and keep records immigration ready.

EIN and accounts

  • EIN for foreign owners no SSN cases handled
  • Bank and payment processor readiness letters
  • BOI filing and updates for ownership changes

Cross border rules

  • Treaty and withholding review
  • W 8BEN E W 8ECI and 1042 S workflows
  • FATCA and FBAR coordination

File hygiene

  • Numbered invoices and signed contracts
  • Payroll proofs and vendor W 9 collection
  • Receipts logs for travel and assets

Resources

Filing calendars

Federal and California highlights. Dates can change and special cases apply.

  • Jan 31 W 2 and 1099 delivery
  • Mar 15 S corp and partnership returns
  • Apr 15 individual and C corp returns
  • Quarterly estimates Apr Jun Sep Jan

New client checklists

  • ITIN checklist available on request
  • EIN checklist available on request

Secure document upload

We provide a secure link on request. Email can be insecure. Use the secure link for IDs tax returns and bank letters.

Compliance and policies

Scope of services

We provide tax accounting business formation and compliance support. We do not provide legal advice. Any legal services including immigration law are delivered only by licensed attorneys through a separate written agreement.

Privacy and confidentiality

We protect client information through secure transmission limited access and careful retention. Use our secure upload link for sensitive documents.

Accessibility

Text alternatives keyboard navigation readable contrast and scalable fonts. Phone and email options for any form.

California and federal

  • IRS FTB CDTFA and EDD filings supported
  • BOI reporting tracked and updated after changes
  • Local business license and city tax coordination
  • Service begins after a signed engagement and agreed payment terms