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Tax Preparation

Filed accurately. Reviewed strategically.

Individual, business, international, and real estate returns prepared by our team and reviewed by an IRS Enrolled Agent. Every return is checked for what it reports and for what it leaves on the table.

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Who we serve

  • Individuals and families
  • S corps and partnerships
  • Foreign-owned U.S. companies
  • U.S. persons living or investing abroad
  • Mexican companies expanding to the U.S.
  • Real estate investors and flippers
  • Trusts and estates

Complex returns are our ordinary work.

Multiple K-1s, foreign accounts, rental portfolios, entities in two countries. We prepare the returns other firms send back, and we flag planning opportunities as we go so next year’s return costs less.

Individual and Business Returns

The foundation, done right every year.

Federal and state returns for households and every common entity type, with a strategist review before anything is filed.

  • Individual Returns

    Form 1040 with the schedules that make returns complex: multiple K-1s, rentals, stock compensation, crypto, and multi-state or part-year residency.

    • 1040
    • K-1s
    • Multi-state
    • Crypto

  • Business and Entity Returns

    S corporations (1120-S), partnerships (1065), C corporations (1120), and Schedule C businesses, with state returns and the California franchise tax.

    • 1120-S
    • 1065
    • 1120
    • Schedule C

  • Trusts and Estates

    Fiduciary returns (1041) and K-1s to beneficiaries, coordinated with the estate attorney.

    • 1041
    • Beneficiary K-1s

  • Unfiled, Prior-Year, and Amended Returns

    Catching up on missed years, correcting past returns, and recovering refunds or deductions left behind.

    • Back taxes
    • 1040-X
    • Amended returns

  • Estimated Taxes and Information Returns

    Quarterly estimates, 1099 filings, and payroll return coordination so nothing lapses between filing seasons.

    • Estimates
    • 1099s

International and Cross-Border

Two countries, one coordinated return.

U.S. tax follows citizens and residents everywhere, and foreign investors into the U.S. face their own rules. We handle the exclusions, credits, treaty positions, and information returns that cross-border lives and businesses require.

  • International Tax Planning

    Structuring income, entities, and residency across borders before the return is filed, so credits, exclusions, and treaty benefits are used in the right order.

    • Cross-border structure
    • Treaty planning

  • Foreign Earned Income Exclusion

    Form 2555 exclusion of foreign earned income and the foreign housing exclusion or deduction, with the bona fide residence or physical presence test documented.

    • Form 2555
    • Housing exclusion
    • Physical presence

  • Foreign Tax Credits

    Forms 1116 and 1118, basket allocation, carrybacks and carryforwards, and treaty re-sourcing so tax paid abroad is not paid twice.

    • Form 1116
    • Form 1118
    • Carryovers

  • Form 5472 and Foreign-Owned U.S. Companies

    Annual reporting for foreign-owned single-member LLCs and 25% foreign-owned U.S. corporations, including the pro forma 1120. Missed filings carry a $25,000 penalty per form, per year.

    • Form 5472
    • Pro forma 1120
    • Foreign-owned LLC

  • Foreign Information Reporting

    FBAR, Form 8938, Forms 5471, 8865, and 8858 for foreign entities, Forms 3520 and 3520-A for foreign trusts and gifts, and Form 8621 for PFICs such as foreign mutual funds.

    • FBAR
    • 8938
    • 5471
    • 3520
    • 8621 PFIC

  • Transfer Pricing Studies

    Documentation for transactions between related companies across borders: management fees, services, royalties, product sales, and intercompany loans. Contemporaneous studies support arm's-length pricing under Section 482 and the penalty protection that comes with it.

    • Section 482
    • Intercompany agreements
    • Documentation

  • Cross-Border Business Strategy

    Planning the flow of profits, fees, and financing between affiliated U.S. and foreign companies, including permanent establishment exposure, branch profits tax, and withholding on cross-border payments.

    • Permanent establishment
    • Withholding
    • Branch profits tax

  • Nonresident and Dual-Status Returns

    Form 1040-NR, dual-status years, ITIN applications, treaty disclosures on Form 8833, and FIRPTA withholding on U.S. real estate sold by foreign owners.

    • 1040-NR
    • ITIN
    • FIRPTA
    • Form 8833

  • Streamlined and Delinquent Filings

    Bringing unreported foreign accounts and entities into compliance through the IRS streamlined procedures or delinquent information return submissions.

    • Streamlined procedures
    • Catch-up compliance

Country Experience

Where our cross-border work is deepest.

  • Mexico

    Mexican companies opening U.S. operations and U.S. persons with business or property in Mexico.

    • Entity choice and setup for Mexican companies entering the U.S.
    • EIN, ITIN, and state registrations
    • Form 5472, 1120-F, and effectively connected income
    • Intercompany pricing between Mexican and U.S. affiliates
    • U.S.-Mexico tax treaty positions
    • Fideicomisos and Mexican entities owned by U.S. persons
    • Coordination with accountants in Mexico

  • Portugal

    U.S. taxpayers with Portuguese investments or residency.

    • Treatment of dividends from Portuguese companies
    • Treaty withholding rates and foreign tax credit coordination
    • Qualified dividend analysis for treaty-country corporations
    • U.S. filers resident in Portugal, including NHR and IFICI regimes
    • FBAR and foreign asset reporting

  • India

    U.S. residents with income, property, or family wealth in India.

    • U.S.-India tax treaty positions
    • Capital gains on Indian real estate and securities
    • Credits for Indian tax and TDS withheld
    • PFIC reporting on Indian mutual funds
    • NRE and NRO account reporting
    • Gifts and inheritances from India (Form 3520)

Real Estate

Returns built for investors, not just filers.

Real estate rewards precise reporting. We track basis, depreciation, and activity status property by property.

Office tower on Ventura Boulevard in Sherman Oaks
Cost Segregation Studies

Engineering-based studies that reclassify building components into shorter depreciation lives, often combined with bonus depreciation. For property placed in service in prior years, catch-up depreciation is claimed through Form 3115 without amending past returns.

  • Accelerated depreciation
  • Bonus depreciation
  • Form 3115
Rental Portfolio Returns

Schedule E and partnership returns with property-level depreciation, passive activity tracking, and suspended loss carryforwards.

  • Schedule E
  • Passive losses
Real Estate Professional and Short-Term Rental Status

Documentation of hours and material participation so the losses you are entitled to are the losses you keep.

  • REPS
  • Material participation
  • STR
Fix-and-Flip and Development

Inventory and cost of goods sold treatment for flips, dealer versus investor analysis, and project-level cost tracking.

  • Dealer status
  • COGS
  • Project costing
1031 Exchanges and Sales

Exchange reporting, installment sales, depreciation recapture, and partial asset dispositions.

  • 1031
  • Installment sales
  • Recapture

Specialized Situations

The returns most firms decline.

Crypto and Digital Assets

Reconciling exchange and wallet activity to the new broker reporting on Form 1099-DA, staking income, and cost basis corrections.

  • 1099-DA
  • Cost basis
Theft and Casualty Losses

Analysis and documentation of losses from scams, fraud, and disasters, and whether they qualify for a deduction.

  • Section 165
  • Scam losses
IRS Notices and Representation

Notice response, audits, payment plans, and penalty abatement, handled by an Enrolled Agent with unlimited practice rights before the IRS.

  • Audits
  • Penalty abatement
  • Payment plans

Process

How your return gets done

  1. 01

    Secure Intake

    Upload documents through our client portal. Our intake coordinator confirms what is complete and what is missing.

  2. 02

    Interview

    A short conversation about life and business changes so nothing is missed.

  3. 03

    Preparation

    Our preparers build the return and reconcile every source document.

  4. 04

    Strategist Review

    An Enrolled Agent reviews the return for accuracy and for planning opportunities.

  5. 05

    E-File and Delivery

    You approve, we file, and you receive a clean copy with notes for next year.

Questions

Frequently asked

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What do I need to get started?

Last year's return, this year's tax documents, and statements for any foreign accounts, entities, or properties. Our portal checklist is tailored to your situation after intake.

I have foreign accounts I never reported. What now?

Talk to us before you file anything. Depending on the facts, the streamlined procedures or delinquent submission procedures can bring you into compliance with reduced or no penalties.

Do you prepare state returns?

Yes, for California and every other state where you or your business has a filing requirement.

Can you file prior years I missed?

Yes. We prepare unfiled and amended returns and help resolve any balances or notices that come with them.

Do you only prepare returns?

Preparation is where many clients start. Every return is reviewed for planning opportunities, and clients who want to lower next year's tax move into a planning engagement.

Also at Quint

One firm. Three disciplines working from the same numbers.

Planning, preparation, and accounting share one team and one set of books, so the strategy we design is the strategy that shows up on your return.

  • Tax Planning

    Preparation reports on the year that happened. Planning shapes the year ahead.

    Explore Tax Planning

  • Accounting

    Bookkeeping tells you what happened. Reporting tells you why. A CFO tells you what to do next.

    Explore Accounting

Bring us the return other firms send back.

Start with a Strategy Session and we will scope exactly what your filing requires.

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