Tax & Accounting For Individuals
Advise LLP provides a complete range of federal and state tax preparation and review services for all individuals, including immigrants to the United States and American citizens living abroad. We ensure compliance with all existing tax law, and furnish tax audit representation as needed. We also minister to all your accounting and financial planning requirements, especially for those in the entertainment industry.
Call us at (888) 860-8810
We specialize in:
Tax Preparation and Review Services
- Prepare individual federal and state tax returns
- Ascertain and analyze prior tax filings to review to tax opportunities
- Prepare quarterly and payroll tax estimates
Tax Planning and Consulting
- Develop tax planning objectives
- Review transactions to determine tax outcomes
- Develop tax projections to ascertain appropriate tax payments
- Engage in discussions on potential tax legislation and intent
- Audit representation
- Appeals requests
- Offers in compromise
- Collection disputes
Financial Planning
- Develop financial plan and objectives
- Create investment portfolio to meet financial plan
- Engage in annual review of financial plan
Risk Management Review
- Review need to asset protection and insurance needs
- Engage with trusted advisors to ascertain risks
Estate Planning
- Consult on estate and succession planning
- Review tax considerations to mitigate estate /gift taxes
- Develop an estate plan with network of trusted advisors
Immigration Tax Compliance
- Assist in development of immigration plan with network of trusted advisors
- Consult on US residency rules for immigrants and /or visa holders
- Prepare and review tax compliance matters for US immigrants and visa holders including non resident tax returns, FBAR compliance, and foreign gift transfers
- Advise on tax entity structure
- Review business plans
Expatriate Tax Compliance
- Consult on tax consequences for living abroad for US citizens /residents
- Review foreign bank account and foreign investment disclosures (FBAR and Form 8938)
- Review US exit strategies
- Setup/design loan–out corporations
- Payroll and compensation planning
- Tax minimization strategies
- Budgeting to prepare for future financial health
- Review risk management strategies including insurance
- Real estate acquisition plan
- Estate planning
- Family wealth building
What our customers have to say
Peter is on top of everything and highly detailed oriented. He's helped me immensely with my taxes and knows the in's and out's of everything. There's also something to be said about service. He's personable and provides an experience that doesn't make you dread dealing with your taxes. Highly recommended!!!
i.ko Wilson 
Peter Soh and his team are great at Advise LLP. My husband and I have been working with him for several years now. He is very patient, responsive and helped us find money where we didn't know you can find in our tax return. There was one time Peter noticed a mistake and was quick to resolve it immediately. Instead of having me trek back during rush hour a team member was sent to make my life easier. I would recommend his services and put my stamp of approval on Peter and his team anytime.
Julie Su 
I had a great experience. This was my first time getting my taxes done outside of turbo tax and I was very satisfied. He was very professional, timely, and knowledgable. I would recommend him to a friend.
Jennifer Saldaña
Great Team over at Advise LLP. Quick and Efficient. Have recommended them to multiple friends over and over.
Troy Tidwell