Services

Global Tax and Financial Advisory

We help global families navigate the ‘tax trap’ of living and investing across borders. We coordinate your tax, accounting, and finances into one strategy so your family has the freedom to move and grow wealth across generations.

Our firm has a global reach with offices in the Silicon Valley, California; Paris, France, soon expanding to tax free jurisdictions to provide most effective solutions. Similarly, we are your trusted partner in management and accountability of your wealth building endeavors by providing financial sevices for your start-ups and family owned businesses.

Tax Planning

We provide proactive, tax planning that transforms complex codes into a strategic business advantage. By optimizing entity structures and leveraging high-impact credits, we maximize your annual cash flow. Our expertise includes sophisticated real estate strategies, such as 1031 exchanges, and meticulous legacy planning for high-net-worth families. Our charitable giving strategies, ensuring both philanthropic goals and tax advantages are aligned for optimal results. Our international tax plans minimize tax liabilities while ensure compliance with diverse tax jurisdictions. We manage every regulatory detail and risk, allowing you to focus entirely on your core operations.

International Tax Preparation and Planning

We help you navigate your personal and business entities with complex cross-border income and tax compliances for the US taxation. And we support your globally through our partner network to plan and prepare taxes for other jurisdictions.

For international tax preparation, we manage a wide array of specialized filings to ensure full compliance for expats, foreign nationals, and global businesses. Our services include Individual Returns for nonresidents (Form 1040-NR) and U.S. citizens abroad using the Foreign Earned Income Exclusion (Form 2555) or Foreign Tax Credit (Form 1116). We handle critical transparency reporting such as FBAR (FinCEN Form 114) and FATCA (Form 8938) for foreign assets, as well as complex disclosures for Foreign Corporations (Form 5471), Foreign Partnerships (Form 8865), and Passive Foreign Investment Companies (Form 8621). For inbound entities, we manage U.S. Source Income Withholding (Form 1042/1042-S) and specialized information returns for Foreign-Owned U.S. Corporations (Form 5472). By navigating these intricate requirements—including Treaty-Based Disclosures (Form 8833) and Foreign Trust reporting (Form 3520/3520-A)—we shield our clients from significant penalties and ensure global tax efficiency.

Estate and Trusts

We assist in the adoption of strategies to maximize wealth preservation for your personal needs, transfer of legacy from generation to generation, liability protection and charitable planning. This includes the efficient use of domestic and international trusts and other sophisticated tax planning strategies.

Tax Preparation Services

Comprehensive tax services that maximize deductions and credits, ensuring total compliance for both high-net-worth individuals and complex business entities. We specialize in Business Entity Returns for S-Corps (Form 1120-S), Partnerships (Form 1065), and C-Corps (Form 1120), while providing sophisticated Individual Filing (Form 1040) for clients with diverse investment portfolios and multi-state income. Our team expertly handles Real Estate & Rental Compliance (Schedule E), including depreciation and 1031 exchanges, alongside Trust & Estate Income Tax (Form 1041, Form 5227) for fiduciary wealth transfers. By managing every detail from Gift Tax Reporting (Form 709) to complex Multi-State Nexus filings.

Business Entity

We guide you through the complexities of formation and restructuring to ensure your organization is built for maximum tax efficiency and legal protection. It is critical to select a business structure that minimizes self-employment taxes and maximizes Qualified Business Income (QBI) deductions. Whether you are launching a new venture or scaling an existing one, we analyze your specific goals to determine the optimal path between S-Corp, C-Corp, LLC, or Partnership status. We obtain a Taxpayer Identification Number (EIN) for your business. Beyond the initial setup, we provide ongoing governance support, including multi-state nexus analysis (management of state filings, “Doing Business As” (DBA) requirements), to shield your assets as you grow. By aligning your entity type with your long-term exit strategy, we turn your corporate structure into a powerful tool for wealth preservation and operational success.

Accounting and Finance Back Office

These services are designed to let the business owner focus on operations while you handle the “back office”:

Fractional CFO/Controllership: Providing high-level financial leadership, budgeting, and cash flow forecasting without the cost of a full-time executive.

Bookkeeping & Financial Reporting: Monthly maintenance, bank reconciliations, and delivering clear financial statements (via tools like QuickBooks or Xero).

Payroll & Retirement: Full-service payroll processing integrated with retirement plan consulting to balance employee benefits with tax efficiency.

Family Office Services

Our Family Office solution provides a “private CFO” experience for high-net-worth families, coordinating every aspect of your financial life under one roof. We move beyond traditional accounting to manage complex intergenerational wealth, offering personalized oversight of your investment reporting, philanthropic goals, and estate structures. By integrating proactive tax strategy with global lifestyle management and succession planning, we ensure your family’s legacy is protected and your administrative burden is eliminated. Our mission is to provide the high-level stewardship and sophisticated financial advocacy required to grow and transition your wealth across generations. These services include bill pay, cash flow management, expense analysis, family governance and education, art advisory, etc.