Services / Specialized Services
Specialized Services
Some tax situations require specialized knowledge. We serve clients with international obligations, estate matters, and unique filing requirements.
Expatriate (EXPAT) tax
U.S. citizens are required by law to report income worldwide. If you earn income outside the USA, you may have a filing requirement. We help navigate exclusions, foreign tax credits, and FBAR compliance.
Estate & trust tax preparation
Estate matters affect everyone. We work with your legal counsel to structure estates and trusts to minimize taxes and ensure a smooth transition to heirs.
Innocent & injured spouse relief
If you filed jointly and are being held liable for a spouse's errors or debts, we analyze your case and negotiate with the IRS for the relief program that fits — innocent spouse, separation of liability, or equitable relief.
Notary public
We offer notary public services for witnessing and authenticating document execution and signatures when you need them.
Your next step
Ready to get clarity on your taxes?
Schedule a consultation with an Enrolled Agent who will take the time to understand your situation.