FAQs

Proactive tax planning involves implementing strategies throughout the year to anticipate and minimize tax liabilities. This approach helps reduce taxable income, maximize investment returns, preserve generational wealth, and prevent unexpected tax burdens.

Our approach extends beyond basic tax preparation. We develop personalized tax strategies aligned with your financial objectives, collaborate with your financial and legal advisors, and maintain a long-term focus on preserving wealth and optimizing tax efficiency.

We offer assistance to clients with global financial interests. Our services include foreign income and asset reporting, FATCA and FBAR compliance, tax treaty analysis, and cross-border estate planning.

It's advisable to begin tax planning as soon as possible. Starting early provides more opportunities to reduce your tax burden and align your financial decisions with your long-term goals.

We provide nationwide service through secure virtual meetings. Our clients can access our expertise from any location, whether they're based in New York, Miami, or overseas.

Tax resolution is the process of addressing and resolving tax issues with government authorities. Our firm assists businesses in navigating complex tax challenges, including negotiating settlements, establishing payment plans, and resolving audits and penalties.

Businesses often encounter issues such as payroll tax delinquencies, unfiled or late tax returns, IRS or state tax debt, tax liens and levies, and audit notices. We provide representation and assistance in resolving these common tax problems.