The firm has an extensive network and cooperative relationships with financial institutions, private bankers, and various professionals (such as lawyers, immigration consultants, real estate experts, and other CPAs/ tax accountants) in U.S. and overseas both. These relationships enable us to deliver integrated services/solutions to meet our client-specific needs in the evolving international landscape.
We stand at the highest level of independence where our advices/opinions are only for the best solutions for you. With your support for our membership-based practice, we are far away from positions influenced by marketing pressures to sell a certain service or product.
We view your agenda in panorama mode to be more creative to develop a customized approach or solution for your unique goals and special circumstances. Also, we keep our eyes on your personalized road ahead so that we can alert you in advance to risks and opportunities that may lie down on the road.
You can discuss with us any matter of yours. We are wide open to listen to you but in the most private and confidential manner which is essential as much as our trustworthy services/solutions in building a long-lasting relationship with you. In such a relationship, we keep you in our minds and, even without your request, brainstorm to come up with any better plan for your success.
U.S. Tax Return Compliance: Individual/Business Income Tax, Gift/Estate Tax
Foreign Account/Asset Reporting: FBAR, Form 8938, Form 3520, Form 5471, The Streamlined Procedures, etc.
Representation before IRS and state tax authorities
Integrated U.S. & international tax consulting/planning for multinational companies, investors, and families
Research on specific multinational tax issues (In-depth, Ad-hoc)
U.S./International Tax Risk Review & Management
U.S. Onshore Investment Vehicle Setup & Asset Acquisition Coordinating
Investment Entity Structuring: Blocker Corp, Hedge Fund LP/LLC, and other Special Purpose Companies (SPCs)
U.S. Business/Investment Entity Compliance: Annual Report, Withholding, etc.
In order to bring our clients more chances to experience our boutique characteristics and unique approaches, we run a primary care practice based on a membership model. With your support for our membership-based practice, we can enhance our Core Values even better.
Join our membership to take advantage of year-round consultation and other benefits dedicated to you.Membership Plans