Highly responsive, stress-free support

Accurate accounting and proactive tax guidance

We let you focus on growing your business and enjoying your life.

We’re a lot more than CPAs

Stop struggling and get clarity on your taxes, bookkeeping, and payroll

If you’re looking to better understand your tax situation, resolve tax problems or require comprehensive tax planning, we’re here to help. We’re more than just CPAs, we’re trusted partners to businesses and individuals seeking clarity on their returns and tax obligations.

Tax Preparation & Compliance

We prepare U.S. federal and all-state returns for individuals and businesses, with deep expertise in international tax planning and the U.S.–Japan tax treaty, including compliance with foreign asset requirements. We also find tax and accounting resources in Japan for tax filing requirements, and consult on business, taxes, bookkeeping, and payroll requirements for businesses in the U.S.

Federal & State(s) Tax Return Preparation

✓ Preparation and e-filing of U.S. federal and all state returns (Form 1040 and Schedules A, B, C, D, E, etc.)

✓ Multistate and part-year residency filings for movers and relocations

✓ Small business, rental property, and investment reporting built into your return

✓ Support with IRS and state notices related to your filings

International Reporting

✓ FBAR (FinCEN 114) and FATCA (Form 8938) filings

✓ Forms 3520/3520-A, 5471, 5472, 8621, and other required disclosures

✓ Ensuring global accounts and assets are properly reported

✓ Coordination with Japanese tax professionals for cross-border compliance

Double Taxation Relief

✓ Application of U.S.–Japan tax treaty provisions

✓ Use of foreign tax credits and exclusions to avoid double taxation

✓ Guidance on U.S. vs. Japan taxation of pensions and investments

✓ Strategic timing of income recognition to reduce overlapping taxes

Business Tax Filings

✓ Corporate, partnership, and LLC returns (1120, 1120-S, 1065)

✓ Annual franchise and excise tax filings

✓ Payroll and sales tax reporting coordination

✓ Deduction and expense optimization for business owners

Retirement Account & Pension Taxation

✓ Tax treatment of IRAs, 401(k)s, Roth accounts, and SEPs

✓ Guidance on Social Security and Japanese pension income

✓ Withdrawal, rollover, and Roth conversion strategies

✓ Required Minimum Distribution (RMD) planning

Estimated Taxes & Extensions

✓ Calculation of quarterly estimated tax payments

✓ Withholding and W-4 adjustment guidance

✓ Filing federal and state extensions when needed

✓ Avoiding penalties through proactive tax planning

IRS & State Correspondence

✓ Support in responding to IRS and state notices

✓ Audit assistance and preparation of documentation

✓ Representation as your authorized tax professional

✓ Penalty and interest abatement requests when eligible

Tax Planning Integration

✓ Year-round projections and midyear check-ins

✓ Strategies for Roth conversions, gifting, and charitable giving

✓ Tax-efficient planning for stock sales and investments

✓ Coordination of tax planning with your overall financial plan

Secure Document Management

✓ Online, secure collection of tax documents

✓ Year-end organizers to streamline preparation

✓ Delivery of organized digital copies for your records

✓ Safe long-term storage and access to prior-year returns

Tax Preparation & Compliance Pricing

Transparent, upfront quotes without any surprises

This service is available exclusively to clients who engage us for financial planning, investment management, or business accounting. This ensures we fully understand your situation and can integrate tax with your broader strategy.

Service	Fee Structure
Individual Returns	Based on complexity — quoted in advance
Business Returns	Based on entity type and filing requirements
Additional Filings	State, international, and specialty filings — quoted in advance

Business Accounting & Advisory

Running a business is demanding — your accounting shouldn’t slow you down. We provide responsive, end-to-end support so you can focus on growth with confidence.

Bookkeeping & Accounting

✓ Monthly bookkeeping and account reconciliation

✓ Preparation of financial statements (P&L, balance sheet, cash flow)

✓ Clean recordkeeping for tax readiness, lenders, and investors

✓ Year-end close support to ensure smooth tax filing

Payroll & HR Support

✓ Payroll processing with federal and state compliance

✓ Employer tax filings and year-end reporting (W-2s, 1099s)

✓ Guidance on employee vs. contractor classification

✓ Setup and integration with payroll platforms (ADP, Gusto, QBO Payroll)

Business Tax Compliance

✓ Preparation of corporate, partnership, and LLC tax returns (1120, 1120-S, 1065)

✓ Multistate and franchise tax filings

✓ Sales tax registration, filing, and compliance across states

✓ Coordination with IRS and state notices related to your business

Entity Selection & Structure

✓ Choosing the right entity type (LLC, S-Corp, C-Corp) for tax efficiency

✓ Evaluating liability protection and compliance requirements

✓ Support with conversions or restructuring as you grow

✓ Ongoing review to ensure your entity type still fits your goals

Cash Flow & Tax Efficiency

✓ Tax planning to minimize liabilities and maximize owner take-home pay

✓ Quarterly and year-end projections to avoid tax surprises

✓ Cash flow analysis to support payroll, hiring, or expansion decisions

✓ Strategies for optimizing owner compensation and distributions

Growth & Strategic Advisory

✓ Periodic financial reviews to guide key decisions

✓ Scenario planning for expansion, hiring, or large purchases

✓ Owner compensation and distribution planning

✓ Regular check-ins to align business finances with personal goals.

Retirement & Succession Planning

✓ Guidance on business retirement plans (SEP, SIMPLE, Solo 401(k), defined benefit)

✓ Tax-smart strategies for funding owner retirement accounts

✓ Succession and exit planning, including business valuation considerations

✓ Transition planning to integrate business wealth with personal finances

Technology & Systems Support

✓ Setup and optimization of QuickBooks Online (QBO) or other platforms

✓ Integration with payroll, payment processors, and expense systems

✓ Best practices for automating bookkeeping and reporting

✓ Ongoing support to troubleshoot accounting software issues

Coordination & Integration

✓ Collaboration with attorneys, bankers, and insurance professionals

✓ Support for legal filings, business insurance, and lending requirements

✓ Compliance reminders for key business deadlines to avoid penalties

✓ Bilingual support (English & Japanese) to bridge cultural and language gaps

Business Accounting & Advisory Pricing

Every business engagement begins with advisory support

Our role as your trusted partner is to review numbers, plan ahead, and help you navigate challenges as your company grows and evolves. From there, we add bookkeeping, payroll, and customized services depending on your needs.

Service	Typical Starting Fee	Notes
Advisory Support	From $500/month	Proactive, year-round guidance to help you run your business smarter and with confidence. We provide tax strategy, entity and compensation planning, cash flow and growth advice, compliance oversight, and integration of business and personal finances — so you stay compliant, minimize surprises, and make informed decisions at every stage.
Bookkeeping (Add-On)	From $500/month	Accurate data entry, transaction categorization, monthly reconciliations, and preparation of financial statements (P&L, balance sheet, cash flow), plus QuickBooks setup or clean-up.
Payroll Management (Add-On)	From $300/month	Payroll setup and coordination with ADP, compliance with federal/state filings, year-end reporting (W-2s/1099s), and employee classification support.
Custom Business Services	Quote provided	Additional services tailored to your needs, such as sales tax filings, business entity formation or dissolution, annual compliance filings, estimated tax calculations, budgeting support, and financial reporting packages.

Our Process for Tax Preparation and Accounting

Step 1

Introduction Call
(20 minutes)

A short, no-pressure call where we:

Listen to your business situation and accounting needs
Share how we typically work with clients
Decide together if it makes sense to move forward

If it feels like a good fit, we’ll invite you to a Discovery Meeting as the next step. If not, we’ll let you know right away — we value your time and want to be respectful of it.

Step 2

Discovery Meeting
(45 minutes)

We’ll gather key information about your business, including:

Reviewing your current systems, structure, and tax filing requirements
Understanding pain points and priorities — from bookkeeping backlogs to growth goals
Collecting key documents (prior tax returns, financial reports, payroll info) to assess your setup

Right after this meeting, we’ll send you a Calendly link so you can schedule your Proposal & Engagement Meeting. That meeting is typically set about two weeks later, giving us time to prepare thoughtful observations, outline our services and fees, and share personalized recommendations with you.

Step 3

Proposal & Engagement Meeting
(45 minutes)

Based on what we learn, we’ll provide:

A clear outline of services (bookkeeping, payroll, tax prep, advisory)
Recommended improvements to streamline your accounting process
Monthly fee structure tailored to your company’s size and complexity

You’ll leave knowing exactly how we’ll work together, what it will cost, and what value you’ll gain.

Step 4

Onboarding

If you choose to move forward, we’ll take care of all the setup:

Finalizing your engagement letter
Setting up accounting tools with secure document sharing
Introducing you to our team and walking you through how we’ll collaborate

Step 5

Kick-Off Meeting
(1 hour)

We’ll officially launch our partnership by:

Reviewing your goals as a business owner and setting priorities
Clarifying responsibilities between your team and ours
Establishing workflows, communication, and expectations

Step 6

Systems & Implementation
(first 1–2 month)

We’ll make sure everything runs smoothly by:

Bringing your books and payroll systems up to date and accurate
Preparing for upcoming tax filings and deadlines with confidence
Providing initial advisory support to address priorities and any urgent manners

Step 7

Regular Check-Ins

Early on, we’ll check in at 30 and 90 days to confirm everything is on track and that you’re getting the clarity you need from your numbers.

Step 8

Ongoing Partnership

Think of us as your business finance team. We’ll:

Keep your books accurate and up to date, with payroll and taxes filed on time
Provide proactive guidance on growth, cash flow, and retirement planning
Be available for questions and support, so you never feel stuck on your own

New Clients

Client Enrollment Window

Jan - April		May - Sept		Oct - Dec
Not Accepting New Clients		Client Enrollment Window / Kick-off, progress meetings, reviews, ongoing support, and year-end planning		Not Accepting New Clients