Guiding Your Voyage to Success.

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Tax Compliance & Advisory Services

Our tax practice supports both individuals and businesses with comprehensive U.S. and international tax compliance solutions. Whether you are a household, small business, or multinational entity, we help you navigate complex tax codes with confidence.

Key Areas of Expertise:

• Business Tax Preparation & Planning – Preparation of corporate, partnership, and LLC returns; entity selection strategies; multi-state compliance.

• Individual & Household Tax Filing – Federal and state tax preparation, itemized deductions, and planning for high-income and self-employed taxpayers.

• Cross-Border & International Taxation – U.S. inbound and outbound structuring, FATCA compliance, foreign tax credits, and expatriate returns.

• IRS Representation & Resolution – Audit defense, penalty abatement, offer-in-compromise, and back-tax resolution.

• Non-profit & 501(c) Compliance – Formation, exemption filings, and annual Form 990 preparation for tax-exempt organizations.

We turn complex tax obligations into strategic opportunities to optimize your financial outcomes.

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Accounting & Outsourced CFO Services

We offer comprehensive accounting support designed to free business owners from day-to-day financial management and provide strategic insights that guide decision-making.

Our Accounting Solutions include:

• Bookkeeping & Reconciliation – Accurate, timely recording of transactions using leading cloud platforms like QuickBooks Online and Xero.

• Financial Reporting & Analysis – Monthly management reports with key metrics to track profitability, cash flow, and growth.

• Payroll & Compliance Support – Payroll setup, filings, and multi-state wage reporting.

• Budgeting & Forecasting – Strategic planning tools to manage expenses, plan growth, and ensure sustainability.

• Virtual CFO Advisory – Senior-level financial guidance, cash-flow management, and board reporting for growing enterprises.

Our team acts as your trusted finance department, ensuring efficiency, accuracy, and strategic oversight.

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Strategic Advisory & Business Consulting

We help organizations define their vision, structure their operations, and achieve long-term success through informed strategy and execution.
Our consultants draw on deep experience in finance, cross-border trade, and organizational development to deliver actionable, data-driven insights.

Core Advisory Services:

• Mergers & Acquisitions (M&A) – Valuations, due diligence, and integration planning for growth or succession.

• Business Planning & Growth Strategy – Development of business models, expansion roadmaps, and financial projections.

• Succession & Exit Planning – Transition design for owners seeking continuity or sale.

• Non-profit & International Development Advisory – Capacity-building, governance frameworks, and donor engagement for NGOs.

• Digital Transformation & Automation – Implementation of accounting, CRM, and financial systems to enhance efficiency and data visibility.

We provide the insights, structure, and strategic direction needed to build resilient organizations ready for the future.

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International & Cross-Border Services

For clients engaged in trade, investment, or advisory activities across borders—especially between the U.S. and the Middle East—we offer tailored consulting and compliance solutions that bridge markets and regulatory environments.

Our International Services include:

• Entity Structuring & Market Entry – Guidance on establishing subsidiaries, branches, or representative offices in the U.S. or abroad.

• Banking, Treasury & Compliance Consulting – Support with correspondent banking, FATCA, GIIN registration, and OFAC compliance.

• Trade Facilitation & Economic Advisory – Assistance with import/export frameworks, tax treaties, and bilateral trade engagement.

• Government & Institutional Relations – Liaison with regulatory bodies, chambers of commerce, and international organizations to ensure alignment and compliance.

We help clients operate confidently and compliantly in cross-border environments.