OUR SERVICES

taX SERVICES

  • Tax filing and planning for companies and owners
  • Stock option and compensation planning
  • R&D tax credit
  • Foreign reporting (FBAR, 3520, 5471, 5472, etc)
  • Response to IRS and FTB notices
  • Entity formation and consultation

FINANCIAL REPORTING

  • Accounting system set-up and training
  • Financial statement preparation (Quickbooks Online, Xero)
  • Payroll support
  • Sales tax filing
  • Form 1099 compliance
  • Financial analysis and forecast