Tax Preparation & Tax Help by
Licensed Tax Attorney

Page Updated for 2009 Returns filed in 2010

My clients include: entrepreneurs and start-up businesses, US citizens working abroad, international business companies and offshore investors, those with significant investment portfolios, and resident and non-resident aliens.

I provide personal attention not available at the big return mills and years of experience in international and entrepreneurial tax matters.

As a business owner myself, I will understand your business and your specific tax needs. I know my clients well and have a relationship with each. My focus is on complex situations and a businesses that require personal attention.

My experience in preparing foreign source income returns, as well as in international audits and the defense of offshore structures, is very valuable to US citizens working and/or living abroad, and those who earn money from businesses outside of the US. When you attempt to "push the envelope," you need legal counsel to avoid the new pitfalls of 2009 and 2010.

For additional information on the filing requirements for US citizens working and living abroad, click here

I have years of experience, clients in over 15 different countries, and I am qualified to prepare tax returns for all 50 states.

Whether you have a
  • 1040 - Individual Tax Return
  • 1065 - Partnership Tax Returns
  • 1120 - Corporate Income Tax Return
  • 1120S - Corporate Income Tax Return for an S Corporation
  • Informational returns for Foreign / Offshore Corporations (Form 5471) and Trusts (Forms 3520 and 3520-A)

I can help you save money this year... AND NEXT.

Preparation Fees
  • Basic personal tax return with W-2 wages: $425.00 and up.
  • Basic personal tax return with W-2 wages and itemized deductions, such as mortgage interest: $525.00 and up.
  • Personal tax return with wages, itemized deductions, and Partnership or S-Corporation income (Form K-1): $700.00 and up.
  • Personal return with small business (Schedule C / self employment income): starting at $700.00 (total fee will depend upon completeness of your income and expense records).
  • Personal return with foreign earned income: starting at $525.00. For more information on foreign earned income returns, click here.
  • Foreign corporation and foreign trust informational returns depend on the complexity of the filing and quality of available accounting data. Free review and quotes available.
  • US Corporation and Partnership returns with less than $250,000 in assets or sales: starting at $925.
  • US Corporation and Partnership returns with more than $250,000 in assets or sales, and thus requiring a balance sheet, starting at $1,250. Please ask for a free quote.

Fees include Federal and one State. Additional States $100.
Click here to contact me via email or call my direct line (619) 557-0587. I will personally answer your call and determine what steps are needed to resolve your tax problems.

My clients are in many countries and throughout the U.S. I can prepare and file your return by email, fax and mail.

- Online Resources -

 

You can submit all of your tax information to us through our secure web interface.

 

First, fill in the Tax Organizer with your income, expense, and other data. This form will help you get organized, and guide you through most tax situations. You can access your form as many times as you need, or create multiple forms to cover multiple tax years.

 

Next, you can fax your supporting documents to us at (619) 557-0597, or upload them through Document Upload. Using the online system will get your confidential information and documents to us in the most secure way possible.