Tax compliance (preparation/ planning)

U.S. taxpayers located anywhere in the world can utilize our tax compliance services for tax preparation, tax planning, and amended or late tax return generation.


Traders, eligible for trader tax status, are entitled to tax benefits on individual, partnership or S-Corp tax returns. Some traders also utilize a C-Corp management company. We offer our tax compliance service to all these types of traders.

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General Clients

We handle many types of clients including employees, businesses, investors and U.S. residents abroad.

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Investment Managers

We focus tax compliance for start-up, incubator, and smaller hedge funds and their investment advisers. We handle annual tax return planning and preparation, including investor K-1s at year-end, plus management company and individual tax return preparation and planning for the owners.

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