Tax, Accounting & Advisory Services

Filing support for entrepreneurs who need help forming an LLC or corporation and understanding the basic tax and compliance steps after registration.

What's Included

• LLC or corporation filing support
• EIN application assistance
• Operating agreement or corporate document guidance
• Tax classification guidance
• S-Corp election guidance, when applicable
• Initial compliance checklist

Sandra is an IRS-authorized Certifying Acceptance Agent (CAA): she certifies your identity documents herself, so your original passport is not mailed to the IRS. We help eligible individuals apply for or renew ITINs to stay compliant and file taxes correctly.

What's Included

• ITIN application (Form W-7)
• For non-U.S. citizens without a Social Security Number
• Required to file taxes, open bank accounts, and more
• Identity documents certified in-house by an IRS-authorized CAA — no original passport mailed
• Bilingual support (EN/ES)

Help getting a U.S. business bank account open — the entity documents, the EIN, an ITIN where one is needed, and choosing a bank that works with owners who live outside the United States.

What's Included

• Entity documents and EIN organised for the application
• ITIN application handled where the owner needs one
• Choosing a bank that accepts applicants living outside the U.S.
• Preparing what the bank asks for before you apply
• Bilingual support throughout (EN/ES)
• Each bank sets its own approval rules: we prepare the application, the bank makes the decision

A complete startup package for new business owners who want to launch with the right tax, compliance, banking, and bookkeeping foundation from day one.

What's Included

• Everything included in Business Formation
• Everything included in Business Bank Account Setup
• Initial tax strategy consultation
• Bookkeeping foundation review
• Income and expense tracking setup guidance
• First-year tax and compliance checklist

We handle tax filings for LLCs, S-Corps, partnerships, and self-employed businesses with accuracy, compliance, and strategic support.

What's Included

• S-Corps, LLCs, partnerships, sole proprietors
• All schedules included
• Depreciation and asset planning
• Multi-state filings available
• Prior year amendments
• Foreign-owned LLC annual filing (Form 5472 + pro forma 1120)

Monthly bookkeeping, reconciliations, and financial reporting designed to keep your business organized and decision-ready.

What's Included

• Monthly bank reconciliation
• Expense categorization
• P&L and balance sheet reports
• QuickBooks or Wave setup
• Ready for tax season

Accurate federal and state tax preparation with proactive guidance to help reduce tax liability and avoid surprises.

What's Included

• Federal & state returns
• All income types (W-2, 1099, investments)
• Deduction maximization
• Electronic filing & direct deposit
• Audit support

Received an IRS notice? We provide professional representation and guidance so you don't have to navigate the process alone.

What's Included

• Respond to IRS notices on your behalf
• Audit representation
• Offer in Compromise assistance
• Payment plan negotiation
• Back tax resolution