Comprehensive Financial & Tax Services
Online Bookkeeping
Our online bookkeeping services are designed to support businesses of all sizes with flexible, convenient, and accurate financial management.
Comprehensive Online Assistance: We handle all bookkeeping tasks remotely from QuickBooks Online.
Payroll Management: Organize payments, file forms, and deposit taxes.
Chart of Accounts: Creation, management, and organization of chart of accounts.
Cloud-Based Access: Access your financial data securely from anywhere, at any time.
Tax Preparation
We specialize in tax preparation for individuals, businesses, and expatriates. Our goal is to minimize your tax liability while ensuring full compliance with tax laws and regulations.
Expatriate Tax Expertise: We understand the complexities of taxes for US citizens and Green Card holders living abroad.
Business and Individual Tax Services: We handle tax preparation for businesses and individuals of all sizes.
Tax Minimization Strategies: We identify deductions, credits, and other opportunities to reduce your tax burden.
IRS Representation: As an Enrolled Agent, we can represent you during IRS collections, audits, or appeals.
The forms and taxes we normally used are:
Bonafide Income Taxes (Form 2555)
Business Income Taxes (Forms 1120, S1120, 1065)
Estates, Trusts & Gift Taxes (Form 1041)
FBAR 114
Foreign Students and Scholars (Form 1040NR)
Individual Income Taxes (Form 1040)
Franchise Taxes
Individual International Taxes (Forms 1116, 5471)
Rendition Taxes
State Tax Resolutions
Certifying Acceptance Agent
As a Certifying Acceptance Agent (CAA), July Claussen Frescas will simplify the process of obtaining Individual Taxpayer Identification Numbers (ITINs) and Employer Identification Numbers (EINs). By working with us, you won't need to submit supporting documentary evidence to the IRS yourself; July will handle that for you.
Streamlined ITIN/EIN Applications: We guide you through the application process, making it easier and quicker to obtain ITINs or EINs.
No Need to Submit Documents to the IRS: As a CAA, we verify your identity and supporting documents, reducing the burden of dealing with IRS paperwork.
Expert Guidance: Our team understands the intricacies of ITIN and EIN applications, ensuring that your paperwork is accurate and complete.
Secure and Confidential: We handle your sensitive information with the utmost security, ensuring your data is protected throughout the process.
IRS Resolution
If you're facing issues with the IRS, we are here to represent you and navigate the complexities on your behalf. Our experienced team can meet with the IRS to resolve audits, disputes, or other tax-related problems.
Representation During Audits: We represent you during IRS audits, ensuring you have an advocate to protect your interests.
Dispute Resolution: Whether you're dealing with tax collections, penalties, or other IRS disputes, we work to find solutions that work for you.
Experienced Enrolled Agents: Our team has the credentials and expertise to manage your IRS issues with professionalism and care.
Comprehensive Support: We guide you through every step of the process, from preparing documents to negotiating with the IRS.
New Business Formation
Starting a new business can be daunting, but our firm is here to guide you through every step. We offer comprehensive support to help you organize your business and ensure a smooth start, avoiding common pitfalls that new entrepreneurs often encounter.
Business Structuring Guidance: We help you choose the right legal structure for your business, whether it's an LLC, corporation, partnership, or sole proprietorship.
Comprehensive Orientation: We provide you with all the forms, documentation, and information you need to comply with regulatory requirements.
Mistake Prevention: Our expertise helps you avoid common mistakes that could cost you time and money down the road.
Tailored Solutions: We understand that every business is unique, so we offer personalized advice and support to suit your specific needs.