Tax Services

We offer comprehensive tax services for individuals and various types of business entities. Our services include:

  • Income Tax Return Preparation
  • Amended Income Tax Return Preparation
  • Gift Tax Return Preparation
  • Income Tax Planning and Compliance
  • Income Tax Consulting
  • IRS and State Examination Assistance
  • Multi-State Tax Matters
  • Business Entity Selection

These services are available to the following individuals and entities:

  • Individuals:
    • U.S. Citizens
    • Green Card Holders
    • Non-Residents
  • Business Entities:
    • Limited Liability Companies (LLC)
    • C Corporations
    • S Corporations
    • Partnerships
    • Sole Proprietorships
    • Foreign Corporations Doing Business in the United States

Other Tax Filings Preparation

We also handle a variety of other tax filings, including but not limited to:

  • Forms 1099-MISC and 1099-NEC
  • Form 1042 Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
  • Form 1042-S Foreign Person’s U.S. Source Income Subject to Withholding
  • Form W-8 Series
  • San Francisco Gross Receipts Report
  • Delaware Annual Report
  • California Statement of Information Filing
  • Application for Federal Identification Number (FEIN)
  • Form 3115 Application for Change in Accounting Method
  • Form 1128 Application to Adopt, Change, or Retain a Tax Year
  • Report of Foreign Bank and Financial Accounts (FBAR)
  • Beneficial Ownership Information Report (BOI)

Foreign Disclosure Forms Preparation

Our expertise extends to preparing foreign disclosure forms, including but not limited to:

  • Form 5471 Information Return of U.S. Persons with Respect to Certain Foreign Corporations
  • Form 8865 Return of U.S. Persons with Respect to Certain Foreign Partnerships
  • Form 8858 Information Return of U.S. Persons with Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)
  • Form 8621 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
  • Form 8938 Statement of Specified Foreign Financial Assets
  • Form 3520 Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
  • Form 926 Return by a U.S. Transferor of Property to a Foreign Corporation
  • Form 8833 Treaty-Based Return Position Disclosure
  • Form 5472 Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business

Other Technical Forms Preparation

We provide preparation services for a range of technical forms, including:

  • Form 8288 U.S. Withholding Tax Return for Certain Dispositions by Foreign Persons
  • Form 8288-A Statement of Withholding on Certain Dispositions by Foreign Persons
  • Form 1116 Foreign Tax Credit
  • Form 1118 Foreign Tax Credit – Corporations
  • Form 2555 Foreign Earned Income
  • Form 8992 U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI)
  • Form 8993 Section 250 Deduction for Foreign-Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI)
  • Form 8990 Limitation on Business Interest Expense under Section 163(J)
  • California Form 100-WE Water’s Edge Election