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For complex situations, entrepreneurs, and those with international ties
Everything in Strategic, PLUS:
International Tax Planning & Compliance
FBAR (Foreign Bank Account Reporting)
FATCA compliance (Form 8938)
Foreign income reporting and tax treaty analysis
Cross-border tax planning for dual-status taxpayers
Foreign asset disposition planning
Business & Transaction Services
Business tax returns (LLC, S-Corp, Partnership, C-Corp)
Multi-state sales tax compliance and nexus analysis
R&D tax credit identification and documentation
Transaction advisory for business sales or acquisitions
Private equity and investment fund structure planning
Specialized Services
Tax controversy and audit representation
Multi-generational and estate tax coordination
Real estate investment tax structuring
CFO-level strategic tax planning
Entity restructuring analysis
Premium Support
Unlimited consultations throughout the year
Priority response (24-48 hour turnaround)
Coordination with your attorney, financial advisor, and other professionals
Quarterly strategic planning sessions
Best For: Business owners, international income/assets, complex investments, family offices, those facing audits, high-net-worth individuals building generational wealth
For complex situations, entrepreneurs, and those with international ties
Everything in Strategic, PLUS:
International Tax Planning & Compliance
FBAR (Foreign Bank Account Reporting)
FATCA compliance (Form 8938)
Foreign income reporting and tax treaty analysis
Cross-border tax planning for dual-status taxpayers
Foreign asset disposition planning
Business & Transaction Services
Business tax returns (LLC, S-Corp, Partnership, C-Corp)
Multi-state sales tax compliance and nexus analysis
R&D tax credit identification and documentation
Transaction advisory for business sales or acquisitions
Private equity and investment fund structure planning
Specialized Services
Tax controversy and audit representation
Multi-generational and estate tax coordination
Real estate investment tax structuring
CFO-level strategic tax planning
Entity restructuring analysis
Premium Support
Unlimited consultations throughout the year
Priority response (24-48 hour turnaround)
Coordination with your attorney, financial advisor, and other professionals
Quarterly strategic planning sessions
Best For: Business owners, international income/assets, complex investments, family offices, those facing audits, high-net-worth individuals building generational wealth