Specialized U.S. and international tax services
Our Services
We provide tax compliance, accounting, and advisory services for individuals and closely held businesses with domestic or cross-border needs. Every engagement is scoped to the facts, the filings involved, and the decisions ahead.
Free initial consultation · Affordable fee structures · English and Spanish service
Service areas
How we work with clients
Each link opens a detailed overview of that service area.
International Tax
Cross-border compliance and planning for individuals and businesses with activity in more than one country.
Learn moreAmericans Abroad
Filing, exclusions, credits, and foreign account reporting for U.S. citizens and residents living overseas.
Learn moreForeign Individuals with U.S. Tax Needs
U.S. tax compliance and planning for foreign individuals living, investing, owning property, or conducting business in or connected to the United States.
Learn moreForeign-Owned U.S. Businesses
Form 5472, entity classification, and annual compliance for U.S. entities with foreign ownership.
Learn moreForeign Asset Reporting
FBAR, Form 8938, and the information returns that apply to foreign accounts, entities, trusts, and gifts.
Learn moreSmall-Business Tax
Returns, owner compensation, state filings, and year-round planning for closely held companies.
Learn moreTax Planning
Projections, entity strategy, and transaction planning designed to legally reduce unnecessary tax.
Learn moreAccounting & Advisory
Clean books, reliable financial statements, and management reporting that supports real decisions.
Learn moreIRS Notices & Corrections
Notices, missing returns, penalty correspondence, and amended or corrective filings.
Learn moreAmericans in the U.S.
Tax preparation, planning, and advisory for Americans in the U.S. — with or without international interests.
Learn moreReal Estate Investors
Tax planning and reporting for rental properties, property sales, entity structures, and U.S. and foreign real estate investments.
Learn moreTax minimization
Strategies we use to lower your tax bill
Legal, documented, and matched to your situation — not a generic checklist.
Reasonable compensation modeling
Set owner salary at a level that satisfies the IRS while minimizing payroll tax on remaining distributions.
Cost segregation studies
Break real property into shorter-life components to accelerate depreciation and free up cash in the early years.
Foreign tax credit optimization
Coordinate U.S. and foreign filings so credits and exclusions are used in the right order and none go to waste.
Owner retirement plans
Solo 401(k), SEP, and defined benefit plans that shelter significant income while building long-term wealth.
Entity and state footprint review
Nexus, apportionment, and residency planning to keep you from paying tax in states you do not truly owe.
Prior-year recovery
Amended returns, late elections, and missed credits often produce refunds from years already filed.
Protection
Savings that hold up under review
We take defensible positions and keep the paperwork that supports them, so your tax savings stay yours.
Documentation discipline
Support is gathered as the year goes, not scrambled together after a notice arrives.
Authorized representation
As an Enrolled Agent, Roger can represent you before the IRS and state taxing authorities nationwide.
International penalty control
FBAR, FATCA, 5471, and 5472 filings handled correctly — these penalties start in the tens of thousands.
Why choose us
Supported by a team of licensed CPAs, IRS Enrolled Agents, and accounting professionals serving clients worldwide
We combine specialized U.S. and international tax knowledge with responsive, personalized service and affordable fee structures.
Not sure which service fits your situation?
Start with a free consultation. We will discuss your needs, outline our services, and explain our affordable fees.