Today’s tax environment is increasingly complex and constantly changing. Tax departments are under a lot of pressure to deliver effective results. Under these circumstances, highly qualified professionals who are knowledgeable and experienced for your unique needs can be hard to obtain. Our tax professionals provides high quality services with tax planning, tax return filing(s), and supporting tax notices.

Our expertise and experience in individual, estate, and trust services include:

• Income Tax Planning
• Real Estate
• Stocks, Stock Options, RSUs, Digital Currency
• International / Multi-State / Mobility Tax
• Estate, Gift and Trust tax
• Alternative Minimum Tax (AMT)
• Charity / Donation tax planning

Business owners, including sole proprietors, partnerships, and corporations, turn to us for strategic growth solutions. Our team specializes in addressing key areas such as personnel management, compliance, and reporting, making us the ideal partner to support your tax-related service needs and help drive your business forward.

Business owners and high-net-worth individuals often face complex tax rules that need to be upheld against liabilities. While hoping to reduce their tax burden, clients require effective and timely advice. ACCO has competencies in individual income, business, and international tax, as well as transactional tax, and can be an ideal partner for tax related service needs. We provide a clear approach with tax law analysis and benefits to navigate the challenges.

Corporate Executive, Directors & Managers may need help reaching their estate, retirement, and philanthropic goals. Our team can provide assistance with estimated tax calculation and payments, foreign income, dividends, stock options and grants, real estate, and outsourced accounting and bookkeeping services.

Receiving additional income in the tax year may be prepared for in advance. If you learn that you may receive additional income (such as income from the list below or other income), please contact our office as early as possible to avoid penalties and to reduce the tax burden. 

• Capital Gain from Stocks / Digital Currency
• Capital Gain from Real Estate
• Grant, Exercise, and Sale of Stock Options
• Restricted Stock Units (RSUs)
• Sale of Company Stock
• Beneficiary of Estate / Trust

Whether you’re a US citizen or resident with foreign source income or a non-resident who plans to work in the U.S., we often provide consulting  and tax preparation for inbound and outbound expatriates.

Foreign Investment Companies & Inbound – For foreign companies who have direct investment to the U.S., our tax related services include payroll, gross-up and exchange rate conversion, tax planning, and tax preparation services. Employees, such as inbound expatriates, often have FBAR/FATCA requirements (for foreign accounts and/or assets), ITIN application, visa/green card, dual status, and including a foreign tax return. Double taxation can be avoided using tax treaties, while totalization agreements can avoid duplication of social security taxes.

U.S. Expatriate & Outbound – If you are a U.S. citizen or resident alien, the rules for filing income, estate, and gift tax returns and paying estimated tax are generally the same whether you live in the United States or abroad. The Federal tax code requires all taxable income to be reported and tax on worldwide income from all sources.  However, double taxation can be avoided by qualifying for tax treaty benefits, such as the Foreign Earned Income Exclusion and Foreign Tax Credit. FBAR/FATCA may be required for holding more than $10,000 in combined foreign accounts.

• Navigate Tax, Legal and Compliance Requirements
• Trusted Firm that can Resolve Assessments and Audits
• Remove worry regarding Tax Notices