Individual Services

Personal Tax Planning & Filing

We provide personal income tax preparation and filing of Form 1040 and its related schedules, as well as Gift Tax and Estate Tax return filing. Click the button below to get started with our services. 

U.S. Expat Compliance

Are you a U.S. Citizen or Permanent Resident or Green-card holder of the United States that resides outside the United States? Book an appointment with us to know more about this
  

Cryptocurrency

Have you invested in and traded cryptocurrencies such as Bitcoin, Ethereum and/or other blockchain technologies? You are required to report your capital gain and loss on your tax return. Book an appointment with us to know more about this.

Foreign Asset Reporting

If you are required to file Form 1040 (US tax resident form), you are required to report and file tax on your worldwide income. Furthermore, you are required to report your foreign assets to the US government. Please book an appointment with us to know more about this


U.S. Immigrant Compliance

Are you an international student on F1, J1 OPT visa or an immigrant on H1b, L1 or other visas? We help you determine your tax residency status and help you maximize your tax refund by using the international tax treaties. Book an appointment with us to know more about this


Pre-Immigration Advisory

Are you planning to move to the U.S. from another country? We can help you plan and organize your financial assets in a manner that will minimize your tax liability before you move to the U.S. so that Uncle Sam does not dip into your foreign pie. 


Nominee, Inheritance & Estate Tax Return Services

Losing a loved one is never easy, and managing their financial and tax matters can feel overwhelming. We assist families and beneficiaries—especially when the nominee or heir resides outside the United States—in filing the required estate, inheritance, or nominee tax returns. Our team ensures proper compliance to claim assets such as 401(k) accounts, retirement funds, investments, and other inherited property, while minimizing delays and avoiding unnecessary tax complications.