Tax and accounting for situations that don’t fit the standard template.

The firm

A CPA firm built around a simple idea: clients deserve the full attention of the person whose name is on the work. In practice, that means:

• AccuracyWork that is right the first time — returns and financial statements prepared to hold up to scrutiny, whether from the IRS, a lender, or an auditor.
• DependabilityDeadlines are met and questions get answered. When something is promised, it happens.
• A clear path forwardMany clients arrive not knowing exactly what they need. Part of the work is finding the right way through — and saying plainly what isn’t necessary.
• Efficiency through technologyModern tools — including AI and selective outsourcing where appropriate — keep costs down and turnaround fast, always under the firm’s direct supervision.
• Total data isolation when privacy comes firstSome situations put confidentiality above cost. For those engagements, work is performed in complete isolation: no AI tools, no outsourcing, no data leaving the firm.

Selected engagements

Steve and his team’s cross-border experience runs deep — work for clients around the world. A few examples, with details generalized to protect client confidentiality:

• U.S. reporting for owners of foreign rental property in places like Hungary, Czechia, and the UKEurope
• U.S. filings for an American who owns vineyards in EuropeEurope
• Monthly accounting and S corporation returns for a Florida private school in the state’s school-choice scholarship programsNorth America
• Corporate tax returns for various entities that service U.S. Government operations in far-flung placesThe Pacific
  and the Caribbean
• Tax returns for all sorts of people, from Las Vegas models to families whose businesses span the globe to everyday small business ownersEverywhere

Services

Business tax returns

S corporations, partnerships, and corporate filings, including international reporting.

Individual tax returns

From straightforward 1040s to multi-country situations.

Tax planning

Forward-looking planning so filing season brings no surprises.

Audit-ready bookkeeping

Monthly close and financial statements prepared by a licensed CPA — ready for an auditor on any given day.

Advisory

A CPA who knows your numbers, available year-round.

Foreign companies and partnerships

U.S. returns for foreign corporations and partnerships, and the forms that come with them.

Foreign rental property

U.S. reporting for rental property abroad owned by individuals or entities, and the forms that come with it.

Investors in the U.S. and abroad

Tax reporting for individuals, corporations, and partnerships with diversified portfolios across equities, bonds, and real estate.