Understanding Equity Compensation
Equity compensation includes stock options and grants like RSUs (Restricted Stock Units), ISOs (Incentive Stock Options), and ESPPs (Employee Stock Purchase Plans), which can be complex when it comes to tax reporting and planning.

Need assistance with reporting your equity compensation?

Confused about the tax implications of your RSUs, ISOs, or ESPP?

Unsure how to report your stock compensation on your tax return?

Wondering when to sell your stock options to minimize tax impact?

Need help navigating AMT (Alternative Minimum Tax) on ISOs?

What we offer:

Expert guidance on the tax treatment of RSUs, ISOs, and ESPP.

Customized strategies for tax-efficient stock sales.

Assistance with understanding vesting schedules and their impact on taxes.

Solutions to help you avoid costly tax mistakes and optimize your financial planning.

Why work with us?

Tailored advice specific to your equity compensation package.

In-depth knowledge of tax laws related to stock options and grants.

Peace of mind knowing your taxes are being handled by experts.

Expat & Inpat Tax Services
Navigating the complexities of international tax as a U.S. expatriate or inpatriate can be challenging. We offer expert guidance on tax compliance, planning, and strategies to minimize your tax burden.

Need help with your expat/inpat tax situation?

Are you an expat or inpat with questions about your U.S. tax obligations?

Unsure how to report foreign income or deductions on your U.S. tax return?

Need assistance with foreign financial account reporting (FBAR, FATCA)?

What we offer:

Tax advice for U.S. expats and foreign nationals working in the U.S.

Expert assistance with FBAR and FATCA compliance.

Guidance on tax treaties and foreign income exclusions.

Strategies to reduce double taxation and maximize tax benefits.

Why work with us?

Specialized knowledge of expat and inpat tax laws.

Accurate and timely foreign financial account reporting.

Peace of mind with professional handling of your international tax matters.

Delinquent Tax Return & Financial Account Reporting Services
If you’ve missed filing tax returns or failed to report foreign financial accounts, we can help you get back on track. Our team specializes in resolving delinquent tax filings and ensuring full compliance with IRS and reporting requirements.

Need assistance with delinquent tax returns or foreign account reporting?

Have you missed multiple tax filings or deadlines?

Unsure how to handle delinquent FBAR or FATCA filings?

Worried about the penalties for late filings or underreporting?

What we offer:

Assistance with filing overdue individual tax returns, including delinquent FBAR/FATCA filings.

Guidance through the IRS voluntary disclosure programs to avoid penalties.

Expert strategies for managing delinquent taxes and financial reporting.

Step-by-step help with catching up on years of unfiled returns or reporting.

Why work with us?

In-depth knowledge of IRS compliance programs for delinquent filings.

Clear guidance on minimizing penalties and avoiding criminal prosecution.

Professional handling of all aspects of delinquent tax and reporting situations.