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Proactive tax planning, preparation and virtual CFO services for US business owners — S Corps, C Corps, partnerships, LLCs and the people who own them.
Most owners only hear from their accountant in April. We work the other eleven months too — so every election, contribution and credit is in place before the year closes.
Quarterly check-ins and year-end projections so decisions are made while they can still lower your tax.
FICA tip credits, R&D credits and retirement strategies are reviewed for every client, every year.
You speak with your advisors — not a call center — on a schedule that fits US business hours.
From the return itself to the strategy behind it — for the business and for you as its owner.
Every return is prepared by our team and reviewed for entity structure, deductions and credits before it’s filed.
Recover employer Social Security and Medicare tax paid on employee tips — for restaurants, bars and cafés.
Form 8846Learn more →
Identify, document and claim federal and state research credits, including the payroll-tax offset for startups.
Form 6765Learn more →
Solo 401(k), SEP, defined-benefit and cash-balance plans designed around your bracket and cash flow.
Owners & executivesLearn more →
Monthly close, management reporting, forecasting and investor-ready financials without a full-time hire.
Monthly retainerLearn more →
Entity selection, state registration, EIN, S-election and a compliance calendar — right from day one.
Any US stateLearn more →
Forms 941 and 940, W-2 and 1099 reporting, state withholding and unemployment filings, on time.
Federal & stateLearn more →
US–India residency, FBAR and FATCA, foreign tax credits and DTAA planning for cross-border families.
US – IndiaLearn more →
Quarterly estimates, IRS notice response and proactive planning before year-end — not after.
OngoingLearn more →
Industry-specific credits and deductions are where most owners overpay. We know where to look in yours.
FICA tip credit, tip reporting, payroll and multi-location compliance.
R&D credits, C Corp and QSBS planning, investor-ready financials.
Partnership returns, QBI planning for service businesses and partner retirement plans.
Credits for process improvement, equipment depreciation and inventory accounting.
Entity structuring, depreciation strategy and contractor payroll compliance.
Residency, reporting and treaty planning for families with ties to India.
Business owner or individual, our Tax Strategy Estimator uses 2026 federal rates to estimate your tax in under a minute — and ranks the strategies most likely to lower it.
Every engagement is led personally by our principals — the same people you’ll speak with on your first call.
Nitin is a Chartered Accountant and IRS PTIN holder who advises US businesses and their owners on federal and state tax, credits and financial strategy — and serves as virtual CFO for founders who want clarity on their numbers.
Alisha is a Certified Public Accountant licensed in Washington, DC. She brings US CPA oversight to our tax preparation, review and advisory work for individuals and businesses.
No surprises — you’ll know the scope, the fee and the plan before any work begins.
We learn your business, goals and filing history.
We review prior returns and books, then show what each strategy is worth.
Returns prepared, reviewed and e-filed — with your approval first.
Quarterly estimates, IRS notices and planning check-ins.
Key 2026 numbers, upcoming deadlines and live IRS guidance — every figure linked to its official source.
Single · $32,200 married filing jointly
Plus $8,000 catch-up at 50+ · IRA $7,500
6.2% Social Security tax applies up to this amount
Don’t see yours? Ask it on a strategy call.
No. We work remotely with businesses and individuals across the US and prepare federal returns plus the state returns you need.
Usually once profit is consistently high enough that the payroll-tax savings outweigh the added payroll and filing costs. We model it for your numbers before recommending it.
Yes. We handle late filings and amended returns, including claiming credits like the FICA tip credit or R&D credit for open prior years.
Scope and pricing are agreed upfront after the strategy call, based on your entity, filings and the advisory you need.
Yes. We advise on residency status, FBAR and FATCA reporting, foreign tax credits and DTAA benefits so income isn’t taxed twice.
Book a strategy call. We’ll review your entity, last year’s return and the credits you may qualify for.