• Tax planning and compliance
  • Income tax preparation: Federal, all states, including fiduciary, corporate, partnership, and individual tax return planning and preparation
  • All prior year income tax returns
  • Canadian rental property taxation
  • FIRPTA US Real Property withholding tax liability
  • FBAR (Reports of Foreign Bank and Financial Accounts)
  • Estate, trust, and gift planning, accounting, and advice
  • After death tax planning – final personal, estate, and trust tax returns
  • Divorce tax and finance planning
  • Compiled and reviewed financial statement preparation
  • Facilitation of US tax ID issuance by IRS Acceptance Agent

“The best measure of a man’s honesty isn’t his income tax return. It’s the zero adjust on his bathroom scale.” ~Arthur C Clarke