Looking for specialized services -
we’re here to help
We offer a comprehensive suite of specialized services tailored to
your unique financial needs.
Business 
Tax
Advisory
Company 
ITINBusiness Services
We offer a wide array of business services. Our services ensure organized and up-to-date accounts, compliance management, and growth-accelerating services. We also provide expert financial analysis and strategic insights.
Bookkeeping
From $199 / Month
- Bring Books Up To Date – Clean up
- Categorizations of Transactions
- Monthly Profit and Loss Statement
- Monthly Balance Sheet
- Bank Reconciliations
- Advance Tax Calculations
- AR/AP Services
- Year End Adjusting Entries
- Payroll Services
Virtual CFO
- Financial Planning & Analysis (FP&A)
- Cash Flow Management
- Budget Development & Oversight
- Financial Reporting & Analysis
- Risk Management
- Compliance & Regulatory Reporting
- Investment Analysis
- Capital Raising & Financing
- Corporate Deadline Tracking
- Cost Reduction Strategies
Financial Modelling
- Three-Statement Model
- Projection Analysis
- Variable Inputs & Sensitivity Analysis
- Scenario Planning & Analysis
- Automated Revisions & Updates
- Enhanced Dashboards Using Power Bi
- Valuation Models
- Budgeting & Forecasting Tools
Cap Table Management
- Guidance on Optimal Capital Structure
- ESOP Structuring
- Building Cap Table - Incorporating Founder's
Equity, SAFE, Notes & Options - RSUs/ESOPs/Options Pool Management
- Scenario and Sensitivity Analysis
- Exit Planning
Due Diligence Support (Buy/Sell Side)
- Earnings Quality Assessment
- Net Working Capital Analysis
- Balance Sheet Examination
- Financial Reporting & Controls
- Business Drivers & Profitability Trends
- Transaction Document Inputs
- Purchase Price Mechanism Review
- For Sell Side : We facilitate and
synchronizedue diligence processes
closely with the investor team's
processes requirements
Other Business Support Services
- US Tax Residency Certificate – Form 8802 to 6166
- Company Name Change – C-Corp & S-Corp
- Sales Tax Application
- Franchise Tax & Annual Report Filings
- Filing of BOI with FinCEN
- State & IRS Tax Notices
- Form 1099 NEC
Tax Filing
Maximize your financial well-being with our tax filing services. We simplify the process for individuals and business owners with personalized tax planning, expert preparation, and assistance to ensure compliance. Receive the benefits of tax credits, deductions, and peace of mind with our experienced team.
Individual Taxes
- Residents (1040)
- Nonresidents (1040NR)
- Immigrants (F1, J1, O1, H1B, EAD)
- Salary Income
- Contractor Income and Expenses
- Stocks and Capital Gains
- Crypto Calculations
- Dividends and Interest
- Amendments
- Childcare Expenses
- Tuition Expenses
- First Time Home Buyer and Mortgage
- Sale of Primary Residence
- Rental Property Income
- Individual Retirement Accounts (IRAs)
Business Taxes
- Partnership (1065)
- Limited Liability Company (LLC)
- C-Corporation (1120)
- S-Corporation (1120S)
- Sole Proprietorship (Sch C)
- Rental Business (Sch E)
International Taxes
- Foreign Corporations (5471, 5472)
- Foreign Partnerships (8865)
- Foreign Branches (8858)
- US Expats (1116, 2555)
- FBARs (FinCen 114)
- Rental Business (Sch E)
Advisory Services
We specialize in Pitch deck services, 409A valuations, and offer on-demand professional consultations tailored to your unique financial requirements. Receive expert guidance on business expansion, investments, and other financial concerns from our experts.
Pitch Deck
- Pitch Deck Design & Development
- Content Creation & Messaging
- Market Research & Analysis
- Storytelling & Narrative Development
- Investor Targeting & Strategy
- Pitch Coaching & Training
- Financial Modeling & Projections
- Due Diligence Support
409A Valuation
From $999
- Audit Ready 409A Comprehensive Report
- Robust Methodologies and Data Analysis
- Credibility and Reputation
- Expertise and Experience
- Transparent and Clear Reporting
- Independent and Objective Approach
- Timeliness and Responsiveness
- Ongoing Support and Updates
Consultation Call
From $49 – 15 minutes free
- 15 Min Free Introductory Call
(No Tax Advice Given Here) - 30 Min Tax Consultation
- 60 Min Tax Consultation
Company Formation
Our formation services help bring your business idea to life. We select the right structure, register your entity, and obtain licenses. With a strong foundation in place, focus on growing your business while we handle the formalities.
ITIN & EIN
Our team can help non-U.S. residents, dependents, and spouses access tax benefits using an ITIN, even without a Social Security Number. We can assist with obtaining a new ITIN, renewing an existing one, and navigating ITIN-related tax requirements.
Company Formation Services
- For both US Residents and Foreigners
(US Nonresidents) - Tax Structure Analysis
- Name Availability Search
- LLC, C-Corp or S-Corp Formation
- SS4 and Federal Tax EIN Number
- Articles of Incorporation
- Operating Agreement
- Registered Agent Services
- Unique Virtual US Business Address
ITIN & EIN
Our team can help non-U.S. residents, dependents, and spouses access tax benefits using an ITIN, even without a Social Security Number. We can assist with obtaining a new ITIN, renewing an existing one, and navigating ITIN-related tax requirements.
ITIN Application
- W7 Application
- ITIN for Nonresident Spouse and Dependents
- ITIN for Nonresident US Business Owners
- ITIN Renewal Application
- 1040 and 1040NR Tax Filing