Now accepting new clients! Call (201) 609-4559
Tax Strategy
+ Personal Wealth
+ Business Growth
= Prosperity
Practical Financial Advice You Can Count On
Year around tax compliance, planning, strategy, and wealth building prosperity for individuals, business owners and high income and high net worth families.
We specialize in Canada-US Cross Border Tax.
- Trusted
- Experienced
- Professional
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How We Work together
01.
See if we are a fit
We will discuss your situation and determine the right service level for you
02.
Onboarding and Working Together
Sign contracts and obtain your historical information, complete the tax compliance, planning, strategy and any other support such as bookkeeping.
03.
Grow your business, Build Wealth, and Prosper
Year-around support, wealth building support, regular check-ins, and clear explanations to help you achieve your goals.
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Service Levels
Compliance
✔ Annual tax preparation and filing for those who need it done right and on time. (Forms 1040, 1065, 1120S)
Collaboration
Everything in Compliance +
✔ Tax projections and planning
✔ Priority responses
Concierge
Everything in Collaboration +
✔ Advanced tax strategies for Wealth building
✔ Monthly and quarterly management meetings
Add-ons
✔ Canadian tax returns (T1 for personal, T2 for Canadian businesses)
✔ Expat US tax returns (1040) with foreign Income exclusions
✔ Pre- and Post-move Cross-border tax advice
✔ Part-year and non-resident tax returns (1040 NR)
✔ Bookkeeping
✔ Payroll
✔ Entity formation and structuring
✔ Late or Unfiled Returns
✔ Foreign Bank Account Reporting (FBAR) and FATCA
Now accepting new clients! Call (201) 609-4559
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Frequently Asked Questions (FAQ)
Q: What is your pricing?
A: Our starting fee is $500 for individuals, $1,000 for businesses, and $400/month for bookkeeping/business accounting services.
Q: What type of businesses do you serve?
A: We specialize in service-based businesses and real-estate investors. We also serve high-net-worth individuals with stock based compensation and investments in businesses. We don’t work with C-corporations or trusts and estates.
Q: What happens during our initial consultation?
A: We collect some information beforehand, and then discuss your background, concerns and goals on the call. At the end of the call you should have clarity on how we work and determine if we are a good fit.
Q: There are cheaper tax preparers, what am I missing?
A: We focus on the value being provided and agree we are not a fit for everyone. We lead with expertise, specialize and stay in our lane, do only the right thing, and value response times and constant communication. Overall, we want to ensure you get a lot more out than what you pay.
