Community promo: free tax filing for qualified single-parent households · 社区回馈:符合条件的单亲家庭免费报税 · Learn more了解详情
Services服务项目

Tax, accounting, and specialized support税务、会计与专项支持

Bilingual support for individuals, families, small businesses, and specialized tax matters — from routine filings to cross-border and estate work.为个人、家庭、小企业与专项税务客户提供中英双语支持——从常规申报到跨境与遗产税务。

Eight service areas, ranked by what clients ask us most.八大服务方向,按客户实际咨询频率排序。

Personal & Equity Tax个人与股权报税

  • W2 & joint filingW2 与夫妻联合报税
  • RSU / ESPP cost-basis fixesRSU / ESPP 成本基础调整
  • Backdoor & Mega Backdoor RothBackdoor / Mega Backdoor Roth
  • Multi-state move years (CA→TX)跨州搬家年度(如加州→德州)
Backdoor Roth guideBackdoor Roth 指南

Self-Employed & Small Business自雇与小企业

  • 1099 / 1099-K side income & e-commerce1099 / 1099-K 副业与电商
  • Quarterly estimated taxes季度预估税 safe harbor
  • Bookkeeping, payroll & sales tax记账、payroll 与 sales tax
  • LLC / S-Corp setupLLC / S-Corp 注册与转换
LLC vs S-Corp comparedLLC vs S-Corp 完整对比

Family, ITIN & Dependents家庭身份与 ITIN

  • Spouse without SSN — 6013(g) vs MFS配偶无 SSN:6013(g) 选择 vs MFS
  • ITIN applications (W-7)ITIN 申请(W-7)
  • Claiming parents as dependents父母作为被抚养人申报
  • 1095-A / Form 8962 reconciliation1095-A 与 Form 8962 对账
Tax FAQ报税常见问题 FAQ

Cross-Border & High Net Worth跨境与高净值

  • FBAR / FATCA complianceFBAR / FATCA 合规申报
  • PFIC & Form 8621 (Chinese funds)PFIC 与 Form 8621(国内基金理财)
  • Pre-immigration tax planning移民前税务规划
  • Exit tax & cross-border estates弃籍税与跨境遗产
FBAR guideFBAR 申报指南

IRS Letters & Problem ResolutionIRS 信件与问题处理

  • CP2000 & notice responsesCP2000 与 IRS 信件回复
  • E-file rejection fixesE-file 被拒错误处理
  • Back filings & amendments补报与更正申报
  • Penalty relief (incl. new AEP)罚款豁免(含新规 AEP)
New AEP penalty reliefAEP 罚款豁免新规解读

Investment, Rental & Trading投资、出租房与交易

  • Rental Schedule E & depreciation出租房 Schedule E 与折旧
  • Capital gains & 1031 exchanges资本利得与 1031 同类交换
  • Crypto record cleanup加密货币交易记录整理
  • Futures / options — Section 1256期货期权 Section 1256
Section 1256 explainedSection 1256 税务详解

Tax Planning & Entity Structuring税务筹划与结构设计

  • Annual tax planning年度税务规划
  • S-Corp suitability & owner compensationS-Corp 可行性与 owner compensation
  • Solo 401k / SEP retirement strategy自雇退休计划(Solo 401k / SEP)
W-2 vs 1099 deep diveW-2 vs 1099 实战详解

Estate, Trust & Probate遗产、信托与 Probate

  • Final returns & Form 1041Final return 与 Form 1041
  • Executor / trustee supportExecutor / trustee 资料与账务支持
  • Austin local + Houston / DFW onsiteAustin 本地 + Houston / DFW 上门
Estate support details遗产税务支持详情
How engagements work服务方式

Three ways to work with us三种合作方式

Austin localAustin 本地支持

Face-to-face support for personal tax, small-business accounting, and specialized questions.适合希望面对面沟通个人报税、小企业会计或专项税务问题的客户。

Remote nationwideRemote 远程协作

Secure file upload, video consultations, and structured remote workflow for clients in mainland China, Taiwan, and across the U.S.通过安全文件上传、视频沟通与远程资料整理,服务中国大陆、台湾与全美客户。

Houston / DFW onsiteHouston / DFW 上门

By-appointment onsite support, currently focused on estate, trust, and probate tax matters.可预约上门,目前主要适用于 estate、trust 与 probate 相关税务个案。

Get started开始预约

Ready to file with confidence?把今年的税,安心交给我们。

Book an Appointment预约咨询