Tax & Financial Planning

Self-Employment and Freelance Income: Navigate the nuances of self-employment, contractor, and freelance income with expert guidance to ensure accurate tax reporting and maximized deductions.
Real Estate and Property Transactions: Receive expert advice on the tax implications of rental properties, home purchases, and sales of other property types.
Foreign Income: Utilize the Foreign Income Exclusion and Foreign Tax Credit to minimize tax liability on income earned abroad.
Equity Compensation: Understand the tax impact of various equity compensation types, including RSUs, ESPPs, ISOs, and NSOs, to optimize your financial outcomes.
Residency and Remote Work: Address tax issues related to moving states or working remotely to ensure compliance and tax efficiency.
Cryptocurrency: Stay compliant with evolving tax regulations on cryptocurrency transactions, avoiding penalties and optimizing your investment returns.
Investment Allocation: Optimize your investment allocation to balance risk and return while considering tax implications to enhance your overall financial strategy.
Business Structure Optimization: Choose the right business structure to maximize tax benefits and support your long-term goals.
Retirement and Investment Strategies: Plan for retirement with tax-efficient strategies involving IRAs, 401(k)s, Roth IRAs, and other investment options, including loans from these plans.

At Advanced Tax And Bookkeeping Inc, our commitment to excellence is reflected in our core values:

Integrity and Professionalism: We uphold the highest standards in every interaction and decision.
Customized, Client-Centric Solutions: We provide tailored solutions that meet your unique needs.
Transparency and Clear Communication: We ensure you understand every aspect of our services.
Quick and Accurate Handling of Complex Tax Situations: We efficiently manage intricate tax issues to maximize returns and reduce liabilities.

Partner with us for expert financial planning and tax services that put your needs first and help you achieve your financial goals.

Booking Information?

(+1) 866-282-2577

Email Support

info@atabks.com

Got Questions? Contact Our 24/7 Support Team Now!