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Our Services

TAX PLANNING & COMPLIANCE

Our hands-on, detailed, yet holistic, approach to our clients tax planning and compliance needs has proven beneficial to our individual and small & medium sized business clients.

Our clients, many of whom are independent contractors/freelancers, consultants, financial service firms, attorneys, and manufacturers, greatly appreciate our ability to listen to their needs and tailor our services to address them specifically.

Federal + State and Local Tax Filing

Estimated Tax Payments & Withholding Taxes

Responding to and Communication with IRS + State Local Tax Authorities

Filing Delinquent Tax Returns

Expatriate Services

FBAR, FATCA, and Other International Tax Filings

INTERNATIONAL TAX

The Tax Cuts and Jobs Act of 2017 transformed the U.S. tax system from a worldwide model to a quasi-territorial model. As such, the tax planning and compliance complexities for individual and companies with cross-border transactions are significant.

With us, you will benefit from a wealth of experience in understanding and solving/simplifying complex inbound and outbound international tax issues.

FATCA and FBAR Compliance

Foreign Tax Treaty Interpretation and Application

Foreign Tax Credit/Deduction or Foreign Earned Income Exclusion

Transfer Pricing Studies

Permanent Establishment Rules

GILTI, FDII, BEAT, 965, Subpart F Income, FTC, FIRPTA, PFIC, FDAP Income, Effectively Connected Income

International Tax Forms - Forms 926, 3520, 5471, 5472, 8865, 8858, 8621, 1042 and 1042-S, and 8804 and 8805, among others

Cross Border Mergers and Acquisitions Due Diligence and Structuring

Special Topics

TAX LITIGATION

Our team of attorneys all have an accounting or finance background and one our attorneys is CPA as well. This skill set uniquely allows us to appreciate transactions at the most granular and detailed level, in ways that other attorneys without the accounting and finance background may be unable to.

IRS + State and Local Inquiries, Audits, and Resolution

Tax Court Petitions and Appeals

Tax Dispute Resolution - Voluntary Dispute Resolution, Offers in Compromise, Penalty Abatement, etc.

Innocent Spouse Protection

Tax Wage Garnishments, Other Levies & Seizures

Corporate Litigation

Shareholder Derivative Lawsuits

Breach of Contract Issues

Closely-Held Entity Disputes

Analyzing and Implementing Corporate Governance Regulations

Wrongful Termination Lawsuits

Contract Negotiations and Alternative Dispute Resolution

Business Advisory

Choice of Legal Entity (C Corporations, S Corporations, LLCs, Partnerships, Joint Ventures, etc.)

Articles of Incorporation, Operating Agreements, and Shareholder Agreements

Initial Business Planning and Short and Long-term Strategy

Asset and Stock Purchase/Merger Agreements and Non-Disclosure Agreements

General Business Contract Writing and Review

Business Valuations

Real Estate

Real Estate Deed Creation and Recording

LLC/Trust Deed Transfers and Recording

IMMIGRATION LAW

As the world continues to become more interconnected and relationships and business become more global, our firm continues to evolve and keep pace with the spirit, letter, and consequences of U.S. immigration laws. We understand that no two situations are exactly the same and we work to appropriately address our client needs.

Permanent Residency and Adjustment of Status

Let Us Help!

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