CPA, expert tax adviser, a true problem solver for businesses, CFP
Project detail
Big Four firm expertise at a small-firm price! Twenty years of rich experience. Strategic planning, deep research capabilities More than ten years of experience with Big Four accounting firms Full-cycle solution from accounting & book-keeping solutions, tax filings and re-structuring. Specialized knowledge in start-ups, digital economy, real estate and financial services. I also have strong expertise in ecommerce and technology companies. Expert in maximizing tax deductions legally; Tax reform changes implementation (QBI deduction, inventory charge, bonus depreciation) C corp vs S-corp conversion analysis, Choice of entity analysis, business re-structuring, Incorporation service Experienced in tax audit defense (penalty abatement, offer in compromise); Proven records in Voluntary Disclosure Agreement, 9100 Relief, Private Letter Ruling Request ) Retirement planning (401K, SIMPLE IRA, Checkbook IRA; Roth IRA; Roth 401K, DB plan) Expat tax issues; international tax planning Comprehensive financial planning for high net-worth business-owners Assistance in small business financing, working with lender/brokers