Every goal, desire, or vision ultimately boils down to a financial question. As the visionary you are, it’s imperative that you understand and plan for the future with a thorough understanding of your financial situation.

Our team of experienced professionals can help you navigate through the dynamic and constantly changing legislative and economic environment to plan for you and your family’s future.

As tax law is complex enough as it is, our personal tax experts will assist you in everything from managing your taxes to understanding the latest changes in tax legislation that would affect you personally. We will provide you with effective strategies and advice to reduce your tax burden and make sure you and your family’s future is bright as can be.

The portfolio of personal tax services we provide include the following services:

Personal Tax Planning

Every one of us wants to make our tax liability smaller, and best plan our incomes and expenses. Whether you have issues with handling your taxes properly or need help in reducing your tax liabilities, our team of experts is specifically equipped to help you. We understand each situation is truly unique, and we ensure that you’re receiving an optimized solution tailored to your situation. In addition to decreasing your income tax liabilities we can help you in the following areas.

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Personal Tax Planning

  • Compliance and income tax planning
  • Preparation of Annual Tax Returns and Filings
  • Tax planning of Estate, Gift and Income
  • Maintaining RESP (Registered Educational Savings Plan) as well as RRSP (Registered Retirement Savings Plan)
  • Inheritance tax planning

Tax Filing

In today’s tax environment, filing your tax returns properly means avoiding high penalties and fines that can easily add up to an ugly outcome. Our tax experts will completely handle filing your taxes and conduct federal tax returns according to the appropriate tax forms: IRS Form 1040, 1040EZ or 1040A and many others. We also offer the following relevant services in addition to filing your taxes.

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Tax Filing Services

  • Maintaining an Analysis of Your Current Tax Situation
  • Filling Personal Tax Returns with the IRS
  • Preparation of Annual State and Federal Tax Return Filings
  • Dealing with State Tax Authorities

We will ensure you experience a seamless, complete experience in filing your taxes.

Financial Planning & Advisory

To stay completely on top of your personal finances, you should be completely abreast of the latest changes in tax law, financial reporting, and mortgage requirements. We can help you stay on top of all the latest changes and conduct a sophisticated analysis of your current financial situation to best plan for you and your family’s future.

Our financial advisors will help you set your financial goals by providing you comprehensive advice for saving, investing and growing your wealth. We can also help you tackle specific financial goals in different areas.

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Financial Planning & Advisory

  • Retirement
  • Education
  • Real Estate and Property
  • 401K
  • IRA
  • Insurance, etc.

We will assist you in dealing with your personal assets and organize an overarching vision for your wealth to ensure a bright future.

Indian Chartered Accountancy Services

Our tax experts provide taxation and financial services for Indian individuals and business owners. Most of our clients, who decided to move to India or leave the country, choose us because of the reliability to handle issues thoroughly and diligently pertaining to both India and the US. We provide the following accounting services for individuals with official obligations in both India and the US.

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Indian Chartered Accountancy

  • Preparation of Federal and State Tax Returns
  • Financial Consulting and Advisory
  • FBAR (Foreign Bank Accounting Reporting) and Other Related Laws
  • Tax Consulting When Moving to India or leaving the US
  • Audit Representation

International Tax Services

If you have a child studying in a foreign country or you’re working in a different country as an expatriate, you should be aware of the local tax laws and requirements. Given our extensive experience, we are a reliable partner for international clients needing to keep an eye on the tax requirements of both their current and home countries. We can help you keep an eye on retirement planning, filing tax returns, and maintaining the immigration status and other questions, which are all subject to US law. We can help you through all aspects of the international tax life cycle including: planning, provision, compliance. In addition, we provide the following services to our international clients.

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International Tax Services

  • International tax planning and compliance
  • Income repatriation
  • Dealing with Foreign Income Tax
  • Foreign credit tax planning
  • FBAR compliance
  • International Estate Planning
  • Expatriation tax services

We offer comprehensive tax services to clients in India, China, and Mexico with the complete alignment to local tax laws.