- 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