SERVICES
TAX PREPARATION AND PLANNING
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Individual
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Corporation, LLC, Partnership, Trust
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Income tax and Estate tax planning
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Multi-states and local tax services
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Tax structure analysis and consulting
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Accounting services
TAX CREDIT AND TAX AUDIT
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Applications for Federal and State tax credits
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Tax audit services
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IRS appeals and Tax problem solving
CONSULTING
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Real estate investment tax savings (since 2013)
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Foreign tax credits
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Capital gains tax savings
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Retirement strategies and tax savings
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Business and Corporation setup

Professional
Our firm is led by two subject matter experts: a licensed IRS Enrolled Agent specializing in tax services and a Certified Public Accountant providing accounting and financial solutions. Together, we simplify taxes and accounting for individuals and businesses.
Partner
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IRS Enrolled Agent
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MS, University of Texas of Austin
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MS/BS, University of Seoul
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Certified Cost Professional, AACE
Partner
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CPA with 35+ Yrs of Experience, including Fortune 500 companies and SMEs.
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MS, Case Western Reserve University, Ohio
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BS, College of Wooster, Ohio


