Other Tax Services

Specialized Tax Situations

Not every financial situation fits into a standard box. We offer specialized tax services for complex scenarios that require expert attention.

Whether you are handling international assets or managing a non-profit, our team has the specialized knowledge to keep you compliant.

We Assist With:

• Gift & Estate Tax: Planning for the transfer of wealth to future generations while minimizing tax impact.
• FBAR & FATCA Compliance: Essential reporting for foreign bank accounts and international assets to avoid heavy penalties.
• Non-Profit Organizations: Form 990 preparation and compliance for 501(c)(3) entities.