Services individual
Request a meeting

Individual Services

We offer various services for US individuals. They includes services for tax preparation, representation, advisory services, tax consultation, ITIN consultation, FBAR filing, and many more. Our experienced and well-trained team assists our clients s with a responsive and professional touch.

account Tax Returns Preparation

Preparing your own income tax returns can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting

other_services Tax Planning

True strategic tax planning produces a sizable bill for clients. Certain small businesses are interested in securing simple tax compliance at the lowest possible fee

account Foreign Bank Account Reporting

Foreign Bank and Financial Account Report (in short FBAR) is a form that IRS requires you to file to comply with the requirements of reporting Foreign Bank and Financial

other_services Personal Financial Planning

Our firm works with clients on developing individual personal financial plans for them and their loved ones. Following are areas where our professionals will focus:

account IRS Representation

Most individuals would not have the experience dealing with the IRS in negotiations, or understand the value of being represented by someone with the proper knowledge

other_services IRA

An individual retirement arrangement, or IRA, is a personal savings plan which allows you to set aside money for retirement, while offering you tax advantages.

account Personal Wealth Advisors

Managing personal and family wealth can be a daunting task. Tax exposure, investment and business risk, and a multitude of other uncertainties can present significant

cpa cpa
  • Values & Integrity
  • Knowledge & Experience
  • Licensed & Certified
  • Quality & Transparency
Read more>>

Thank you for all your help. We are really delighted to see things getting kick started. We could not have come so far without your help. Thank you for standing by our side on this new journey that we are destined to take.

CEO, Decision Automation Analytics