Twenty services, one team
Eight years of filings across every situation we list below — and if yours is not here, it is almost certainly one we have handled and simply not given its own page.
Individual filing
Personal tax returns
Federal and state returns in all 50 states, itemised deductions, and multi-state allocation.
Learn more →Self-employed & freelancers
Schedule C, self-employment tax, quarterly estimates, home office and retirement planning.
Learn more →RSUs & stock options
Vesting, ESPP dispositions, ISO and AMT, and the cost basis errors that cause double taxation.
Learn more →Rental property
Schedule E, depreciation schedules, passive loss tracking, 1031 exchanges and short-term rentals.
Learn more →Crypto tax reporting
Exchange reconciliation, basis reconstruction, staking and mining income, DeFi and NFTs.
Learn more →Visa holders & international
H-1B & work visas
Residency determination, dual-status returns, foreign accounts and treaty positions.
Learn more →F-1 students & OPT
Form 1040-NR, Form 8843, treaty benefits and FICA refund claims.
Learn more →NRI & India–US filing
Form 16 income, DTAA relief, foreign tax credit, and NRE, NRO, PPF and LIC reporting.
Learn more →Cross-border & FBAR
FinCEN 114, Form 8938, foreign tax credit, 1040-NR and treaty claims.
Learn more →ITIN applications
Form W-7 for spouses and dependants, document review, and renewals for expired numbers.
Learn more →Business
Business tax returns
1065, 1120 and 1120-S returns, owner K-1s and quarterly estimates.
Learn more →Bookkeeping
Monthly categorisation, reconciliation, P&L and balance sheet, plus catch-up work.
Learn more →Payroll & sales tax
Pay runs, deposits, 941s, W-2s and 1099s, plus multi-state sales tax and nexus review.
Learn more →Business formation
Entity selection, LLC and corporation setup, EIN, and the S-Corp election decision.
Learn more →Tax planning
Year-round advisory on timing, structure, estimates and retirement contributions.
Learn more →If the IRS contacts you
IRS representation
Notices, collections, appeals, penalty abatement and payment arrangements.
Learn more →IRS audit help
Audit support and tax defence, whoever prepared the original return.
Learn more →Back taxes & unfiled returns
Any number of missed years, transcript retrieval and substitute return replacement.
Learn more →Amended returns
Form 1040-X corrections for prior years, federal and state.
Learn more →Offshore catch-up
Streamlined Filing Compliance Procedures for unreported foreign accounts.
Learn more →Do not see your situation?
Estate and inheritance filing, trust returns, gig-economy income, clergy and military returns, and non-profit compliance are all things we handle. Ask us and we will tell you straight away whether we can help — free, and before you commit to anything.