Comprehensive Tax Services for Individuals, Trusts, Partnerships, and Entities

As a well-practiced certified public accountant, I am fully capable of providing services that cover a variety of tax-related needs.

Type of services

Tax advisory and compliance services in all areas of tax. Some of my expertise are:

Like kind exchange transactions (Sec. 1031)
Qualified small business stock (QSBS)
Substantial presence test/closer connection exception
Foreigners working in the U.S.
U.S. residents/citizens working abroad
Treaty based exemptions
Retirement tax planning
Choice of entity
Equity compensation
International tax
Divorce related tax planning and analysis
S corporation shareholder tax planning
C corporation in depth tax consultations
Multi state tax nexus and apportionment
LLC/Partnership special allocations
Closely held business and its’ related tax issues
California non-residency
IRS and CA FTB audit representations
Tax compliance – individuals, nonresident aliens, expatriates, LLCs, C corporations, S corporations, Partnerships, Trust and Estate
GAAP related compliance – Tax provision

Fees – billed by hourly rate of $350 with value based pricing model.

Clients can send payments through the following safe and secure channels:

Pricing for each service varies. Get in touch with me today to inquire about service fees and other concerns.