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Other Specialized Services

Payroll Setup & Compliance

We manage payroll onboarding, system setup, and recurring payroll support. From wage calculations to payroll tax filings to year-end W-2/1099 processing, we ensure your payroll stays compliant, accurate, and stress-free. Multi-state employees, out-of-state nexus, and remote worker rules are all handled with careful attention. 

Sales Tax & Local Tax Filings

Whether you operate in one state or several, we assist with sales tax registration, return filing, compliance reviews, and resolving incorrect filings made by prior accountants. We also handle specialty local taxes (meals tax, beverage tax, district-specific taxes) and guide you through complex multi-jurisdiction obligations. 

Business Entity Formation & Structuring

From choosing the right entity (LLC, S corporation, partnership, C corporation) to drafting initial corporate documents, EIN setup, state registrations, and S corporation elections, we help you build a strong foundation. We also offer advisory on restructuring, ownership changes, distributions, and converting from sole proprietor to S corp. 

Cross-Border & Multi-State Advisory

For clients with activities in multiple states or international structures, we provide guidance on residency, apportionment, nexus, foreign ownership, U.S. reporting obligations, and managing taxes for individuals returning or relocating under different visa statuses. 

IRS & State Notice Resolution

Tax notices happen — and when they do, we step in. We review the notice, prepare responses, gather supporting documents, communicate with tax agencies, request abatement when appropriate, and resolve discrepancies. Clients trust us to handle the entire process and keep them informed every step of the way. 

International & Expat Tax Services

We support clients with cross-border tax needs, including U.S. residents with foreign income, nonresidents with U.S. filing obligations, expats returning to the U.S., and individuals holding foreign investments or operating global businesses. Our services include:

  • U.S. tax filings for nonresidents and expats
  • Foreign income reporting (FBAR, Form 8938, PFIC, foreign trusts, etc.)
  • Residency determination and dual-status filings
  • Cross-border planning for individuals relocating for work or visa changes (F-1, H-1B, L-1, etc.)
  • Coordination with foreign tax advisors to navigate multi-country planning

We provide clarity around international reporting requirements and help you stay compliant while minimizing unexpected tax exposure.

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