Business Details
20 Years
experience
Your Trusted Tax Preparation Partner in Palm Springs
Established in 2006, our firm provides comprehensive tax preparation services for individuals, expatriates, and non-residents. With over four decades of experience as a certified public accountant in North Carolina and California, we specialize in navigating complex international tax regulations, foreign bank account reporting (FBAR), and expat tax compliance. Our expertise extends to resolving back tax filings, optimizing foreign tax credits, and ensuring adherence to evolving IRS guidelines.We prioritize personalized service through initial free consultations, transparent communication, and tailored solutions for unique financial situations. Our team combines deep technical knowledge with practical experience managing multinational business operations and investment properties, ensuring clients receive authoritative, trustworthy guidance.
Services
Tax Preparation
Expat Taxes
FBAR Reporting
Individual Tax Returns
Consultation Services
Details
- Year established: 2006
Highlights and features
- We offer 40+ years of CPA experience in complex international tax compliance.
- Our team specializes in FBAR reporting and expat tax exclusions.
- We provide free initial consultations to address unique tax situations.
- Our services include back tax filing resolution and penalty mitigation.
- We combine technical expertise with personalized, transparent communication.
Services
Tax Preparation
We prepare federal and state tax returns for individuals, including prior-year amendments and multi-state filings. Our process includes detailed review, e-filing coordination, and clear guidance on tax obligations. Clients receive personalized support for W-2, 1099, and international income documentation.
Expat Taxes
Specialized tax services for U.S. citizens abroad, including foreign earned income exclusions, tax credit optimization, and FBAR compliance. We help expats meet IRS requirements while minimizing liabilities through strategic reporting and treaty utilization.
FBAR Reporting
We assist with Treasury Form 114 filings for foreign accounts exceeding $10,000. Our services include penalty risk assessment, historical compliance, and coordination with expat tax strategies to ensure full disclosure and regulatory adherence.
Consultation Services
Free initial consultations evaluate unique tax scenarios, including back-filing needs and international compliance. We provide actionable recommendations on documentation requirements, payment plans, and strategies to resolve unfiled returns or reporting gaps.
Individual Tax Returns
Comprehensive preparation of Form 1040, 1040NR, and associated schedules for diverse income types. We handle itemized deductions, capital gains, rental income, and complex scenarios requiring Schedule C or E attachments with meticulous accuracy.
People
Albert S Johnson, CPA
CPA, MBA
Certified Public Accountant since 1979 with energy sector experience and expat tax expertise. Served globally as director of accounting principles and owned investment properties. Fluent in German, with deep knowledge of FBAR regulations and international compliance.
Questions
Do U.S. citizens living abroad still need to file taxes?
Yes, U.S. citizens and permanent residents must report worldwide income annually, even if living overseas. Exclusions and credits may reduce liability.
What triggers the FBAR reporting requirement?
Foreign financial accounts exceeding $10,000 aggregate value at any time require Treasury Form 114 filing, regardless of location or ownership structure.
How are foreign tax credits handled?
Credits for taxes paid to foreign governments offset U.S. liabilities dollar-for-dollar, subject to specific limitations based on income type and country.
What payment methods do you accept?
We accept checks in U.S. funds and major credit cards through secure online payment portals after initial consultation and estimate approval.
Can you help with past-due tax filings?
Yes, we specialize in resolving unfiled returns and FBAR disclosures, often negotiating penalty waivers under IRS voluntary disclosure programs.
