Personal Tax Mastery
Individual, High-Net-Worth & Expat Tax Preparation
Maximize deductions, eliminate cross-border penalties, and structure equity compensation with dual-layer CPA review.
Comprehensive Personal Wealth Tax Strategy
We don't just file your 1040. We analyze your entire financial ecosystem to engineer deductions, offset capital gains, and ensure international compliance.
- Federal & 50-State Complex Return Filings (Form 1040, 1040-NR)
- Equity Compensation: RSUs, ISOs, NQSOs, and ESPP Tax Planning
- Cryptocurrency & Digital Asset Capital Gains Tax Tracking
- Expat Tax: Foreign Earned Income Exclusion (FEIE) & Foreign Tax Credits
- FBAR (FinCEN 114) & FATCA Foreign Bank Account Reporting
- Real Estate Rental Properties, Cost Segregation & 1031 Exchanges