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ServicesSix service families. One team. Numbers that agree.
Serving clients since 2013. From formation to IRS representation, under one roof. Pick the one you need today; add the others when you are ready. Every service is delivered by the same people who will prepare — and if needed, defend — your tax return.
Business Formation
Form, register and keep a U.S. company in good standing — from any state, from any country.
14 servicesExplore →Accounting Services
Books closed every month, payroll filed every quarter, statements ready for tax, lenders and investors.
9 servicesExplore →Tax Services
Every return, every state, and the planning that happens before year-end rather than after.
12 servicesExplore →IRS & State Representation
Audits, notices, back taxes and collections handled for you, under a power of attorney, in all 50 states.
9 servicesExplore →International Tax
Cross-border compliance for foreign-owned U.S. companies, U.S. persons abroad and non-residents with U.S. income.
9 servicesExplore →Advisory
CFO-level guidance for decisions that need numbers: financing, valuation, structure, retirement.
9 servicesExplore →How to choose
Start with where you are
| Your situation | Start with | Usually add |
|---|---|---|
| Starting a new business | Business Formation | Bookkeeping, Payroll (if S-Corp) |
| Running a business, books are behind | Bookkeeping (clean-up) | Sales Tax, Tax Preparation |
| Hiring your first employee or paying yourself | Payroll | Bookkeeping |
| Selling online or in retail | Sales Tax & CDTFA | Bookkeeping |
| A letter from the IRS, FTB or CDTFA | IRS Audits & Resolution | Tax Preparation (unfiled years) |
| Non-resident owner of a US company | ITIN & EIN | Tax Preparation (1120 + 5472) |
| Individual with a complicated return | Tax Preparation | — |
| Foreign accounts, foreign company, or a U.S. company owned from abroad | International Tax | ITIN & EIN |
| Growing past $1M and need a finance lead | Advisory & CFO | Bookkeeping |
Everything we do
The full list.
62 services in six families. Formation, accounting, tax, representation, international and advisory.
Business Formation
New business formation →
LLC, C-Corp or S-Corp in the state that fits; EIN, documents and registered agent included.
U.S. company address
A California business address for state filings, banks and mail, with scanning and forwarding.
U.S. bank account opening
The document set banks require from non-resident owners, and introductions to banks that onboard them.
Operating agreement & bylaws
Ownership, capital, voting and exit terms recorded before you need them.
Post-incorporation
EIN, S-election, first payroll registration, seller's permit, city licence — the week after the state says yes.
FinCEN BOI report
Beneficial-ownership reporting filed and updated when ownership changes, where required.
Statement of Information & annual reports
California SI-550 / LLC-12 and other states' annual or biennial reports on the state's schedule.
Certificate of good standing
Obtained from the state when a bank, investor or foreign registry asks for it.
Franchise tax filing
California's $800 minimum and LLC fee, Delaware franchise tax by the method that does not overpay.
Foreign-state registration
Qualify in a second state where you have staff, property or sales-tax nexus.
Entity conversion
LLC to corporation or the reverse, timed so the tax result is what you intended.
Business domestication
Move the company to a new home state and close the old registration cleanly.
Flip-up
Put a foreign operating company under a U.S. holding company for investors or a U.S. exit.
Dissolution
Final returns, state dissolution, FTB clearance and cancelled registrations.
Accounting Services
Monthly bookkeeping →
Categorized, reconciled, closed by the 15th, with P&L, balance sheet and cash-flow statement.
Payroll →
Runs, direct deposit, 941/940/DE 9, W-2 and 1099 year-end, S-Corp owner payroll.
Catch-up & clean-up
Months or years of untouched books rebuilt to a tax-ready standard, fixed fee.
Accounting software implementation
QuickBooks Online set up for your industry and your return; migration from desktop or spreadsheets.
Accounts receivable & payable
Invoicing, collections follow-up, bill entry and payment runs.
Financial statements
Monthly and annual statements prepared for management, banks and investors.
Inventory & COGS
Landed cost, counts and cost of goods sold that reconcile to what is on the shelf.
Remittance & bill-pay services
Vendor payments, rent, loan and tax remittances scheduled and reconciled.
1099 preparation
W-9 collection through the year, 1099-NEC/MISC filed in January.
Tax Services
Individual tax preparation →
Form 1040 with rentals, equity compensation, crypto, multi-state and foreign accounts.
Business tax preparation →
1120-S, 1120, 1065 and 990, built on clean financials.
Single-member LLC & first-time filers
Schedule C or 1120 + 5472 for a foreign-owned LLC — the first year done right.
Real-estate investor returns
Depreciation, passive-loss rules, 1031 exchanges, short-term rentals.
Sales & use tax →
Registration, returns and nexus in California and every state where you sell.
Tax planning
A projection before year-end so December decisions are made with the numbers.
Tax credits & incentives
R&D credit against payroll tax, work-opportunity credit, energy credits, California credits.
Quarterly estimated taxes
Safe-harbor calculations and reminders for the four federal and state dates.
Payroll tax services
941, 940, state filings and notice resolution.
ITIN application →
Form W-7 with your passport certified by our Certifying Acceptance Agent.
Estate & trust returns
Forms 1041 and 706, fiduciary accounting coordinated with your attorney.
Tax services for retirees
Social Security, pensions, RMDs, Roth conversions and state residency changes.
IRS & State Representation
IRS audit representation →
Correspondence, office and field audits.
CDTFA sales-tax audits →
Records preparation, sampling challenges, appeals.
Notice responses →
CP2000, CP14, CP504, LT11, FTB and EDD notices.
Unfiled returns
Transcript analysis, multi-year filing, a plan for the balance.
Installment agreements
Payment plans sized to what you can actually pay.
Offer in compromise
Only when the IRS's financial test says you qualify — we run it first.
Penalty abatement
First-time and reasonable-cause requests, in writing.
Liens, levies & garnishments
Release and withdrawal requests.
Appeals
The written case for a second look when the first answer was wrong.
International Tax
Foreign-owned U.S. companies →
Form 5472 + 1120, withholding on payments abroad, state compliance for owners who never visit.
Non-resident alien taxation →
1040-NR, effectively-connected income, treaty positions.
U.S. citizens living abroad
Foreign earned income exclusion, foreign tax credit, state residency, FBAR.
Green-card holders
Worldwide income reporting, exit-tax planning before surrendering a card.
Expat and inbound planning
Arriving in or leaving the U.S. mid-year: dual-status returns and timing.
Forms 5471, 8865, 8938 and FBAR
U.S. owners of foreign entities and accounts.
Treaty analysis & withholding
W-8BEN / W-8BEN-E, Form 8833, 1042-S.
Transfer pricing documentation
Intercompany pricing support for small groups with a U.S. and a foreign entity.
Streamlined & delinquent filing
Missed international forms brought current under the right relief program.
Advisory
Outsourced CFO →
Monthly close review, KPI dashboard, forecast and a decision call.
Financial consultancy
Pricing, margins, break-even, expansion and hiring decisions run through the model.
Financial health check
A one-time review of books, taxes, structure and cash with a written report.
U.S. market entry roadmap
Entity, state, banking, tax and compliance plan before a foreign company enters the U.S.
Nexus evaluation
Where the company owes income, franchise and sales tax across state lines.
Business valuation
A supportable number for a sale, buy-out, divorce or estate.
Due diligence
Quality of earnings and tax exposure before you buy or invest.
Retirement planning
Solo 401(k), SEP, defined-benefit plans; Roth timing; the tax side coordinated with your advisor.
Entity restructuring
Holding companies, multi-entity groups, ownership changes.
Why TLR
One team, from the first invoice to the last IRS letter.
Representation
We answer the IRS for you
Audits, notices, collections and appeals, in all 50 states.
How it works →Authorized
IRS Certifying Acceptance Agent
ITINs without mailing your passport.
About our CAA service →Talk to us this week.
A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.