Specialties
Your Small Business Advisor & International Tax Expert! One-Stop Shop for all your tax and financial needs! We provide quality, personalized tax and financial guidance to local individuals and businesses. My expertise ranges from basic tax filing and accounting services to financial advising and retirement planning. Our services include: - Tax planning and compliance for individual and business - Foreign reporting compliance (FBAR, 3520, 5471, 5472, etc) - IRS and FTB representation, response to tax notice - Entity formation and operation consultation - Accounting system set up and training (Quickbooks, Xero) - Bookkeeping (monthly, quarterly, or annually) and financial statement preparation - Financial planning, forecast and budget - Sales tax filing - 1099 preparation and filing