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Full-service tax, accounting, and business solutions.

For individuals, families, and businesses of all sizes.

01 — Tax

Tax Preparation

From a simple W-2 return to a multi-state S-Corp with international assets, we prepare every return with Big 4 rigor and individual attention. Filings include:

  • Individual returns — Form 1040 (federal, state, and local)
  • Business returns — 1120, 1120-S, 1065, Schedule C
  • International — Form 5471, 8938, 8865, FBAR (FinCEN 114)
  • Trust, estate, and gift returns — 1041, 706, 709
  • Non-profit returns — Form 990 and 990-EZ
  • Multi-state and consolidated filings
02 — Accounting

Accounting & Bookkeeping

Clean books are the foundation of every smart financial decision. We handle the day-to-day so you have reliable numbers when you need them:

  • Monthly and quarterly bookkeeping in QuickBooks Online or Xero
  • Payroll setup and processing (Gusto, ADP, QuickBooks Payroll)
  • Sales tax filings — Missouri and multi-state
  • 1099 preparation and e-filing
  • Year-end financial statements (P&L, balance sheet, cash flow)
  • QuickBooks cleanup and catch-up bookkeeping
03 — Business

Business Formation & Compliance

Starting a business should be exciting — not paperwork hell. We get the structure right from day one:

  • Entity selection — LLC, S-Corp, C-Corp, partnership
  • State filing, EIN registration, S-Corp election (Form 2553)
  • BOI (Beneficial Ownership Information) filings with FinCEN
  • Business licenses, sales tax registration, and DBA filings
  • Operating agreements and governance documents
  • Annual report and registered agent compliance
04 — Planning

Tax Planning & Advisory

The biggest tax savings come from planning before December 31 — not after. We meet with clients year-round to:

  • Estimate quarterly payments and avoid underpayment penalties
  • Maximize retirement contributions (Solo 401(k), SEP IRA, Roth conversions)
  • Plan S-Corp salary and distribution strategies
  • Time capital gains, charitable giving, and major purchases
  • Coordinate with your financial advisor and attorney
  • Plan for business sale, succession, or exit
05 — Resolution

IRS & State Tax Resolution

Got a notice? Don't panic — and don't ignore it. We handle the back-and-forth with the IRS so you don't have to:

  • IRS and state notice response (CP2000, CP501, etc.)
  • Audit representation — we go in your place
  • Installment agreements and payment plans
  • Penalty abatement requests
  • Offer in Compromise (OIC) for qualifying taxpayers
  • Innocent spouse relief and currently-not-collectible status
06 — Bilingual

Bilingual CPA Service (中文 / English)

We are one of the few CPA firms in the St. Louis area providing fully bilingual service in English and Mandarin. Specialized work includes:

  • US tax filings for green card holders, F-1 students, and H-1B workers
  • Foreign asset reporting — FBAR, Form 8938, Form 3520
  • Cross-border individual and business consultation
  • Translation of foreign documents for IRS submissions
  • Communication with overseas family or business partners
  • Chinese-language tax planning and education materials

Not sure which service you need?

Schedule a free 20-minute consultation and we'll point you in the right direction.

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