Rigorous Tax Planning. Confident Compliance.
Year-round federal, state, and international tax strategy for closely-held businesses, founders, and complex household balance sheets.
Tax Services, end to end.
Tax is not a once-a-year event. From Santa Clara, CA, we work alongside owners and their attorneys throughout the year to identify opportunities, manage exposure, and meet every filing requirement with documentation that holds up under scrutiny.
Federal & multi-state planning
Entity-level optimization, R&D credits, QBI analysis, pass-through entity tax (PTET) elections, nexus reviews, and state apportionment for businesses operating across multiple jurisdictions.
Compliance & preparation
C-corp, S-corp, partnership, and individual returns prepared in-house by US-licensed CPAs. We coordinate quarterly estimates, extensions, and information returns so nothing slips between filings.
International & cross-border
Forms 5471, 5472, 8865, 8858, FBAR, and Form 1116 / 1118 foreign tax credit work for US-India and other inbound and outbound positions. Treaty analysis and transfer pricing coordination with local counsel.
Audit defense & notices
Direct representation for IRS and state examinations, response to CP and balance-due notices, voluntary disclosure where appropriate, and prior-year amended returns when the record needs correcting.
Who this engagement is built for.
- Profitable closely-held businesses and professional practices
- Founders and executives with equity-heavy compensation
- US residents with foreign income, accounts, or investments
- Inbound businesses establishing a US footprint
Explore the rest of our practice.
Accounting & Bookkeeping
Modern, cloud-based accounting that closes on time, reconciles to the dollar, and produces statements you and your investors trust.
Learn MoreM&A Consulting
Sell-side and buy-side advisory for lower-middle-market transactions, with rigorous financial diligence that protects value at the table.
Learn MoreSMB Funding Advisory
Debt, SBA, and equity readiness work that gets SMBs in front of the right lenders and investors with credible numbers.
Learn MoreFractional CFO Services
A senior CFO embedded in your business part-time, owning forecasting, capital, and the financial conversations the founder shouldn't have to lead alone.
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Schedule a Private Consultation.
Talk to Prabal directly about your business. No sales pitch, and what you share stays confidential.
Schedule a Private Consultation