A Consulting Approach
My clients are my clients year-round. No matter the nature of your project(s), I am always looking out for tax advantages, keeping up with ever-changing regulations, resolving tax or accounting issues, and assuring no client has unanswered questions.
Individuals
The name “Compliance Worldwide” expresses the business model I always use when I am entrusted to prepare your federal and state income taxes.
Estates and Trusts
The tax filings and tax planning for Estates and Trusts are often unique, intricate, and complicated. I know Estate taxation, and I know my way around a Trust document.
Business Taxes
Having the right practitioner in your corner for reconciling your accounting, filing your taxes with the IRS and the states, and keeping you in the know on tax advantaged decision-making is crucial to the success of your business.
Business Accounting
When the person doing your books is also your trusted tax advisor, there’s an added piece of mind that your financial reporting will be succinct and correct.
Expats and Foreign
Whether you’re an American taxpayer living overseas, living in America with foreign-sourced income or tax obligations, or a nonresident alien with American income, there are special considerations that must be carefully studied on a case-by-case basis when it comes to filing your income taxes.
Representation
When the IRS or a state sends a taxpayer a new assessment, selects them for audit, or when a specific tax filing just isn’t processing as was intended – taxpayers often feel completely defeated and scared from the second they open a letter. Handling matters as they relate to the IRS or a state agency is frustrating, slow, and mundane. Fear not.