Services

🔹  Tax Preparation

🔹  FBAR (FinCEN Form114) / FATCA

🔹  Examination(Audit) / Appeal / Collection Representation

🔹  ITIN / EIN Application/ Renewal

🔹  Tax Consultation

🔹  Individual/ Business Tax Issues

🔹  International Taxation

Features:

Tax Return Preparation: 

Do you need to file your tax returns but have no time? I am happy to prepare them. If you need a quote, I will give you an estimate with all your tax documents. Please email me to start.  

How It Works:

·       Contact me, then I will send an invitation to SecureFile Pro and send the engagement letter, Intake form, and other documents

·       Open your account and set a password 

·       After you have uploaded all documents to your Portal. I will start working on your tax return

·       If you need an estimate, write "Estimate" in chat, then I will give it before beginning to work on your return. 

         You are free to withdraw the engagement at this time. 

·       We can communicate through the chat in your Portal, by email, or by phone. 

·       I upload a tax return draft to your Portal and answer your questions or concerns about the returns.  

·       If you approve the draft, sign the E-file Authorization form and share it with me. 

·       I will e-file your tax return   

FBAR (FinCEN Form 114)/ FATCA:

 Filing FBAR for unreported foreign income and/or assets:

 Did you forget to file FBAR or even report income from foreign countries?  I have helped many clients resolve those issues. I will represent you through the IRS voluntary disclosure programs, streamlined procedures, and general IRS audits to resolve your tax issues. I will assess your case and provide the best plan for your situation.  Please see this link for more information.

Audit / Appeal / Collection: 

Have you been chosen for an IRS audit? Have you received a letter from the IRS? 

You should not ignore the letter from the IRS. It doesn't make your problem go away. If you disagree with their decision, ensure your position is within the scope of the tax laws. Rather than doing time-consuming tax research and working on complex tax documents, getting assistance from a qualified tax professional might be a good idea. I represent you before the IRS, so you don't have to deal with the burdensome audit process all by yourself. As a federally authorized representative, I directly communicate with the IRS and the states to resolve your tax issue. 

*You should be careful choosing your "tax pro". In the US, it is NOT illegal for an unlicensed person to state himself/ herself as a tax professional. Unlicensed can give you advice or even prepare your tax returns for a fee. However, only enrolled agents, certified public accountants, and attorneys with active status can represent you before the IRS and states. 

Tax Consultations:

If you need to address your specific tax matters, a tax consultation is a good choice. I can provide an array of services, from supporting your business to maximizing tax credit, to your complete satisfaction. 

Tax Consultation 

• Need help to understand how to report your specific income/expenses

• Need to amend a tax return 

• Received a letter from the IRS or state taxation agency

• Dealing with unpaid taxes

• Starting a business

• Receiving income from a foreign country

• Operating a business in a foreign company or owning stock of a foreign corporation

ITIN/ EIN Application/ Renewal:

I am happy to support your entire ITIN application process.

Note: For the current ITIN application procedure, refer to the IRS website at www.IRS.gov and Form W-7 Instruction. 

State Revenue Issue:

 If you received an unexpected bill or have an unanticipated tax balance from the state revenue, call me, and I can help you. 

*Data Security: Safeguarding your personal information is our top priority. To ensure our data system, we hire a network expert and use multiple security software. To protect yourself from identity thieves, we ask you to use encrypted files for sending sensitive data. We use the secure file sharing system to upload, view, and download your personal information to protect your documents and other information from a data breach.