1. Corporate Income Tax Filing
We provide federal and state corporate income tax filing services for all types of companies (C-Corps, S-Corps, LLCs, Partnerships, Foreign Corporations, etc.) to ensure compliance.
2. Corporate Income Tax Filing for All 50 States
We assist businesses operating in multiple states and e-commerce companies selling across state borders with their state corporate income tax or franchise tax filings. We help businesses determine if they have triggered tax obligations (Nexus) in each state and reasonably calculate the multi-state apportionment based on factors such as the company's business scope, revenue sources, and personnel/asset distribution to ensure tax compliance and avoid double taxation.
3. Economic Nexus Reporting for All 50 States
Based on the economic nexus criteria of each state, we analyze whether a company has triggered state tax filing obligations. This includes clarifying the state Nexus standards, providing tax advice, and assisting with advance planning or late filing.
4. Corporate Tax Structure Design and Planning: C-Corp, S-Corp, and LLC
Based on shareholder structure, business model, and revenue sources, we assist companies in selecting the most suitable tax structure to help them minimize tax burden and compliance costs during their growth.
5. Non-Profit Organization Tax Filing
We provide comprehensive tax filing and compliance services for various non-profit organizations (such as 501(c)(3) public welfare organizations, educational organizations, religious institutions, etc.).
6. International Tax Compliance Forms 5471 and 5472
We prepare Forms 5471/5472 for companies with cross-border holdings or transactions to avoid hefty penalties for non-filing or misfiling.
7. Federal and State Tax Defenses, Penalty Waiver Requests, and Audit Responses
We represent companies in handling various tax notices from the IRS and state tax authorities, penalty waiver requests, and tax audit responses, including responding to correspondence, preparing written defenses, providing supplementary documentation, and negotiating with the tax authorities to help clients legally reduce their tax burden.
8. Tax Year Change Application Form 1128
Assist businesses in changing their tax year, including compliance justification analysis, short-term tax form preparation, application submission, and follow-up on IRS approval.
9. Special Credit Applications, such as R&D Credits
Assist businesses in identifying and applying for various federal and state tax credits, such as the R&D Tax Credit, the WOTC (Work-in-the-Counter) Tax Credit, and the Green Energy Credit. We help analyze expense details, utilize credits effectively, and support offsetting with payroll tax.
10. Tax Planning and Strategy
Based on the business's operations and cash flow, we develop reasonable tax planning solutions to help businesses reduce their tax burden while remaining legal and compliant.
11. Cross-Border E-commerce Tax Consulting
Provide key compliance services such as sales tax compliance consulting, company structure planning, multi-state tax filing, and Nexus assessment for cross-border e-commerce sellers on platforms such as independent websites, Amazon, Shopify, and Walmart.
12. Form 6166 (U.S. Residency Certification) Application
We assist businesses in applying for Form 6166 (U.S. Residency Certification). Form 6166 issued by the IRS can prove that a business is a U.S. tax resident, facilitating access to foreign tax benefits and avoiding double taxation under international tax treaties.
13. State VDA (Voluntary Disclosure Agreement) Application
If a business has unreported sales tax or income tax, we can assist in applying for VDA with the state tax authorities. This often results in penalty waivers, shorter statutes of limitations, and other benefits, legally reducing the tax burden. This applies to businesses that have not adequately reported taxes in the past.
14. Form 720 Excise Tax Filing
We provide federal excise tax filing services (Form 720) for businesses dealing with specific goods or services. This applies to certain importers, transportation services, electronic communication services, and other business types.
15. Issuance of Various 1099 Forms
We provide corporate clients with issuance and filing services for various 1099 forms, including common ones such as 1099-NEC (Non-Employee Compensation), 1099-MISC (Miscellaneous Income), 1099-INT (Interest Income), and 1099-DIV (Dividends).
1. Individual Tax Filing
2. Tax Processing for Residential and Investment Properties
Handling tax matters related to the purchase, rental, and sale of real estate, including rental income reporting, depreciation calculation, capital gains on sale and tax exemption rules (such as exemption for the primary residence), mortgage interest and property tax deductions, ensuring taxpayers legally enjoy tax benefits.
3. Form 5471 Filing
Providing Form 5471 filing services for U.S. individuals (including green card holders and tax residents) who own shares in foreign companies. Disclosing relevant information based on shareholding percentage and foreign company type (e.g., holding company, controlled foreign corporation, CFC), and handling related taxes such as GILTI tax, ensuring compliance with IRS filing requirements and avoiding hefty penalties. This service is particularly suitable for cross-border taxpayers between the U.S. and China with overseas company structures in Hong Kong, mainland China, Canada, etc.
4. Foreign Account Filing
Providing FBAR (FinCEN 114) filing services for taxpayers with overseas bank accounts, securities accounts, insurance, funds, or other financial assets, ensuring compliance with U.S. requirements for foreign asset disclosure and avoiding hefty penalties for non-filing.
5. Schedule C for Self-Employed Individuals
Provides Schedule C tax filing services for freelancers and self-employed individuals, assisting in the proper classification and deduction of taxable items.
6. Tax Planning and Strategies
A strategy for legally and rationally arranging annual income, expenses, investments, and asset structure to reduce tax liabilities and improve financial efficiency. The US tax system is complex, especially for high-income earners, those with multiple income sources (such as stocks, real estate, self-employment), or those with international backgrounds; regular personal tax planning is particularly important.
7. Pre-Immigrant Tax Planning for Green Card Holders
It is essential for new immigrants to prepare a comprehensive tax planning report before entering the US (i.e., "immigrant landing") before obtaining a US green card. This step will have a long-term and profound impact on your future assets, investments, tax costs, and compliant tax reporting obligations. This includes pre-immigration:
1) Analyzing and valuing asset structure;
2) Disposing of "sensitive assets";
3) Compliantly reporting pre-immigration income; and legally minimizing taxes after immigration through tax planning.
+1 949-490-9063
10 CORPORATE PARK, STE 330, IRVINE, CA 92606
