Preparation of federal individual income tax returns including Schedule C for self-employment income, Schedule D for capital gains, Schedule E for rental and partnership income, multi-state filings and all supporting forms. We handle straightforward returns and complex multi-schedule filings with equal attention.
Specialist preparation for Indian nationals living in the US and US persons with Indian financial connections. Includes FBAR (FinCEN 114), Form 8938 foreign asset disclosure, India-US tax treaty positions, and Form 8621 for Indian mutual fund PFIC reporting. We understand both sides of the cross-border picture.
S-Corporation returns on Form 1120-S with K-1 preparation, partnership returns on Form 1065. Includes coordination with the owner's individual return where applicable.
White-label tax preparation for US CPA firms needing offshore capacity. We prepare, you review and sign. Standard 48-hour turnaround on individual returns, 72 hours on business returns. NDA signed before any file is shared. Compatible with Drake, CCH Axcess, and remote desktop workflows.
Monthly bookkeeping for US small businesses on QuickBooks Online and Xero. Bank reconciliation, transaction categorization, accounts payable and receivable, and monthly P&L and balance sheet reporting.
FinCEN 114 preparation, Form 8938, and review of foreign account reporting obligations for NRI and dual-status clients.
Preparation of US income tax returns for trusts, including simple and complex trusts and grantor trusts. We handle the allocation of income, deductions, and credits across beneficiaries and prepare the accompanying Schedule K-1s for each.
Preparation of annual information returns for US non-profit and tax-exempt organizations, including Form 990, Form 990-EZ, and Form 990-N depending on the organization's gross receipts and filing requirement. We cover public charities, private foundations. The Form 990 is a public document — we treat it with the same care as any filed return, because what goes in it stays on record.