Efficacité CPA & Tax Advisory
Tax Services
Proactive tax planning and clean preparation - personal, business, international, and IRS-side representation under one roof.
Services
Individual Tax Preparation Services
Personal tax returns prepared and reviewed by a CPA - from straightforward W-2 filings to multi-state and equity-comp situations.
- Federal and state individual returns
- Multi-state and part-year residency
- Equity compensation (RSU, ISO, NSO)
Business Tax Preparation Services
Clean, defensible business returns - federal, state, and multi-state - prepared by a CPA who knows your books.
- 1120, 1120-S, 1065, and Schedule C returns
- Multi-state and franchise tax filings
- K-1 preparation and distribution
Elderly Tax Services
Tax preparation and planning designed around retirement realities - Social Security, RMDs, Medicare surcharges, and beneficiary moves.
- Social Security and pension income reporting
- Required Minimum Distributions (RMDs) planning
- Medicare IRMAA threshold analysis
Tax Planning Services
Tax planning is what we do between filings - projections, scenarios, and timing moves that lower the bill long-term.
- Multi-year tax projections
- Entity structure optimization
- Retirement and equity-compensation timing
International Tax Services
Cross-border tax handled correctly - FBAR, FATCA, foreign tax credits, expat returns, and inbound/outbound structuring.
- Expat and dual-status returns (1040, 1040-NR)
- FBAR (FinCEN 114) and FATCA (Form 8938)
- Foreign tax credit and treaty analysis
IRS Representation Services
An IRS notice or audit is not the time to go it alone - licensed representation, written response, and a clear path forward.
- Audit representation (correspondence and field)
- Notice response and resolution
- Installment agreements and currently-not-collectible
ITIN Application Services
ITIN applications handled end-to-end - Form W-7, identity documentation, and IRS coordination by an experienced preparer.
- Form W-7 preparation
- Document review and certification guidance
- IRS submission and follow-up
Sales Tax Services
Multi-state sales tax done right - nexus study, registration, filings, and audit defense on one engagement.
- Nexus study (economic and physical)
- State registration and account setup
- Monthly and quarterly return filings
Transfer Pricing Services
Defensible transfer pricing - policy design, contemporaneous documentation, and benchmarking that holds up under exam.
- Transfer pricing policy design
- Intercompany agreement drafting
- Contemporaneous documentation (Local and Master File)