Estate Strategies

Estate and Gift taxes are voluntary when solidly supported strategies are implemented.  We can walk you through the decisions and understanding for optimal structuring of your assets, trusts, gifting and trust distributions to minimize infighting between heirs and minimize taxes before and after the date of death.  We have experience transferring property deeds into LLCs and placing LLCs into trusts.   We also prepare qualified commercial appraisals to obtain the IRS allowed step-up in basis upon date of death.

Section 1031 Exchanges

We are experienced providing services as qualified intermediaries at very affordable rates.  Be sure to reach out to us BEFORE you sell a property so that we can ensure any gains transferred to a replacement property qualify for the Section 1031 Exchange.

Outsourcing to India

Our dedicated affiliate in India provides MBA quality attention to detail at less than market rates for bookkeeping wages in the United States to help improve efficiency of your back office operations.    Our staff communicates in English, Spanish, Arabic, Hindi and Marathi.

Auditing / Reviews / Compilations

If your lender or investor is requiring attestation services, click on the the schedule now button to arrange a meeting with Ray Shuey and get a quote on an engagement contract.

IRS Audit Representation

The key to fixing bureaucratic challenges is knowing what questions to ask and knowing and having all the tools available.  Dozens of our clients have benefited from our honed use of precious procedures and rulings that even very knowledgeable tax preparation experts are unaware of.   Be sure to reach out to us if tax authorities are causing you lost sleep.   We will resolve the situation with the least amount of stress possible.  Click on the the schedule now button to arrange a free initial consultation with Ray Shuey.

Expatriate Tax Returns

If you earn income outside the United States and pay over $800 for tax preparation to a firm with high global/regional costs, be sure to schedule a free initial consultation with Joe Anzawi and possibly reduce your fees by hundreds of dollars.  Joe specializes in Expat returns and has saved may taxpayers thousands in fees over the years.  Our staff can read/write in Spanish, Arabic, Hindi and Marathi and we have also handled returns for U.S. citizens working in China.

Renditions of BPP and Protests of Property Tax Assessments

Robin Farmer is our specialist who has saved our clients hundreds of thousands of dollars with her decades of experience in dealing with county appraisal offices for thousands of properties.  Be sure to click the schedule now button for Robin Farmer if you believe you may be paying too much in property taxes.

Interim Financial Reporting

Our periodic billing can be done annually, quarterly, monthly, bi-weekly and weekly to meet your budget and  needs.  We can bundle financial statement preparation along with a list of tax and reporting compliance services for local, state and federal filings to help you stay focused on growing your business.  Let us take the strain out of managing in-house accounting. Our affiliates can assess and quote you a reasonable monthly service fee to professionally handle monthly or quarterly financial reporting and compliance.

Start-up Formation

In addition to completing filing with the Secretary of State, we also process your applications for initial state and federal tax identification numbers for a flat $200 per entity plus state filing fees.  For $75 more we will also process your application for unemployment insurance account set-up for each state your entity will hire employees.   Use our free comparison analysis chart on our gems page to help you decide which entity type is best for you.

Equity or Financing for Expansion

When cost is paramount, we can help. Most consultants want large percentage based fees of the capital raised taking a significant chunk out of the capital you expected to have use of. We have the know-how and contacts to prepare and circulate your prospectus to the right lenders and equity partners.

Enterprise Hosting

We have state-of-the-art enterprise software that we purchase wholesale and offer at a discount.  We also host the software on ultra-secure, ultra-fast servers using site-to-site encrypted internet tunnels that cannot be hacked by anyone but perhaps the NSA.  If you are clamoring for high-end features without the high-end costs, then click the schedule now button for Ray Shuey to learn more.