Individual Services
We take on complex challenges that are cross-functional with foreign tax, technology, and financial risk management. We always strive to be prompt competitive, and accurate and offer services at a conscientious price. Our tax experts can help manage and provide transparency in today’s increasingly complex tax environment.
Main Service Contents
- IRS / FTB Tax Return for CA Residents (filing requirements for all 50 states supported)
- E-filing Tax Return (Paper-filing as needed), Extension, and additional filings such as FBAR
- Tax Questionnaire (with Addendum for Sole Proprietor, Rental / Passive Income, US and non-US Person)
- Foreign Tax Return, US- and Non-Residents, can support tax filing and/or reporting in all 50 states
Confidently file your Annual Tax Return
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.
Individual, Estate, and Trust Services
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 Growth, Tax Planning, & Succession Planning
Business owners, including sole proprietors, partnerships, and corporations, seek our services for growth strategy. Our team can help with identifying solutions associated with people, compliance, and reporting that makes us an ideal partner for your tax related service needs.
Additional Income & Tax Planning
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
High Net Worth
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.
International Tax
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.
Tax Resolution Services
- Navigate Tax, Legal and Compliance Requirements
- Trusted Firm that can Resolve Assessments and Audits
- Remove worry regarding Tax Notices
How We've Helped Clients
Our staff strives to provide service with the utmost care so that we can quickly resolve the problems our clients have with prompt response.
• Foreign Expatriate
• Foreign Income Gross-up
• High Net Worth, Pension, Retirement
• Sale of Assets and Properties
• Business Owners, Managers, and Employee Staff
• Employment visa (O, L, E, J, F, R, H)
• Capital Gains, Investments & Digital Currency
• FBAR, FATCA, and IRC 6038
• ITIN Application
• Stock Options & RSU Grants
• Rental Property, Partnership K-1, and Passive Income
• International and Multi-State Taxation
Re: Tax Return
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Tax Calculation Overview
Total Due = Tax(Income + Adjustments – Deductions) – Tax Credits – Tax Payments
Detail
Status
- Filing Status – Single, MFJ, MFS, Head of Household, Widow
- US Citizen, US Resident, Non-Resident
- Dependents / Other Dependents
Income
- Earned Income, Self-Employment / Contractor
- Passive Income
- Investment / Capital Gain and Loss
- Social Security, Retirement
- Other – Government Income, Foreign Income, Award, Royalties, Gambling, Miscellaneous
Adjustments
- Additional Income – Tax Refunds/Credits, Business Income, Gains or Losses, Unemployment Compensation, Gambling Income, Cancellation of Debt, HSA, Jury Duty pay, Prizes and Award, Stock Options, etc
- Adjustments to Income – Educator expenses, HSA, Certain Business and Moving Expense, Retirement plans, Early withdrawal penalty, Alimony, IRA deduction, Student Loan Interest, etc
Self-Employed / Sole Proprietor
- Business Income
- Business Expenses – COGS, Supplies, etc
- Automobile Mileage or Actual Expense, Depreciation
- Home Business Deduction
- Qualified Business Income Deduction, Health Insurance, Retirement Deduction
Passive Income
- Rental Income and Expenses
- Partnership / Pass-Through Income
Family Income
- Inheritance
- Gifts
- Dependent Income
Deductions
- Standard Deduction
- Itemized Deductions – Medical Expenses, Real Estate Taxes, Property Tax, Sales Tax, Home Mortgage Interest, Personal Property Taxes (such as Vehicle registration), Charity Donation, Casualty and Theft Loss, Gambling Loss, Interest Expense, Other Taxes, etc
Tax Credits
- Earned Income Tax Credit
- Premium Tax Credit, Health Coverage Tax Credit
- Child Tax Credit, Child Dependent Care Credit
- Foreign Tax Credit
- Education Tax Credits – AOTC, LLC
- Saver’s Credit
- Other – Prior Year Minimum Tax, Electric Vehicle, Residential Energy Efficient Property, Adoption, etc
Foreign Non-Resident / Expatriate
- FBAR Foreign Financial Accounts, FATCA Foreign Assets
- Foreign Corporation and Business
- Expatriate, Foreign Earned Income Exclusion, Foreign Tax Credit
- Permanent Resident, Green Card, ITIN, Residency
- Non-Resident, Exempt, Tax Treaty
Payments
- Payroll Tax Withholding
- Estimated Tax Payments, Overpayments
- Direct Deposit / Debit, Mail by Check
- Penalties, Fees
Ready to Upload?
After receiving all of your Tax Documents, please email or upload to ShareFile.
Support & Resources
Have additional questions regarding Tax Return Filing and Payments? Read more at the Support & Resources page.
SALES TAX
State, Local, and Sales Tax Service Taxes at the state and local level can significantly affect a business’ cash flow and divert company resources for accounting and tax. As the volume of sales transactions increase across states, city zoning lines, and at varying tax rates,
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