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Tax Reporting

Easy Reporting. Expert Guidance

My number one priority is to provide my clients with accurate and compliant tax reporting solutions, to make the process easy, and to minimize client tax burden by developing the best tax strategy.


Services include:

  • Data collection and cleaning

  • Generating an income statement

  • Generating a statement of capital gains/losses (IRS Form 8949)

  • Documents for FBAR compliance (if applicable)

  • Documents for FinCEN compliance (if applicable)

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