Specific Small & Medium Enterprise issues

  • Business Tax Returns

  • Owners Tax Returns

  • Tax Strategy to maximize tax savings

  • Payroll Tax filing

  • Proper classification of your   worker, Employee vs Independent Contractor- IRS Analysis

  • Practice Tax Resolution 

  • Tax savings, planning and strategies to support practice expansion 

  • Practice set up

  • Incorporation-Choosing the right Structure​​(Professional Service Corporation vs S Corporation vs LLC)

  • Lease vs Buy-tax implication

  • Real Estate purchase for the practice-tax implication

  • Capital Acquisition-tax implication


US Taxation

  • Individual tax returns

  • The Choice of Business Structure

impacts taxes paid!We can help.

Business Structures such as:

S Corporation

C Corp

Limited Liability Company(LLC)

Professional LLLC

Limited Liability Partnership


  • Tax Returns:

Schedule C

C Corporation Return preparation

S Corporation Return preparation

Partnership Returns

Payroll Tax Returns

Multistate Tax Returns

  • Business Aquisition

Assets VS Shares

  • Tax Planning

  • Non Profit set up

  • Non Profit returns

  • Others


IRS Issue


  • IRS Lien removal

  • IRS Levy removal

  • Back Taxes

  • IRS Garnishment Removal

  • IRS Audit Representation

  • Innocent Spouse Relief-

      For persons that are levied a tax bill

      due to the actions of their spouse

  • IRS Settlement -

Such as Offer In Compromise

  • IRS Payment Plans-

Setting up payment plan that

works for client and the IRS

  • Tax Planning

  • Others

International Taxation

  • Transfer pricing

  • Tax Treaties

  • Investments in US (E5 Visa)

  • Totalization Agreements

  • Fixed,Determinable,Annual,Periodic Income-


  • Value Added Tax Reimbursed-Non Residents of EU and UK

  • Effectively Connected Income(ECI)

  • Foreign Withholding

  • Foreign Tax Credit

Claiming tax credit for US persons that paid tax in other countries

  • US Tax Credit-

Claiming Tax Refund for Nonresidents that paid US Tax while in US (example Casino winnings)

  • US entities with Foreign Partners

  • FIRPTA-Real Estate

  • FBAR –Foreign Bank and Financial Accounts

  • FATCA – Specified Foreign Financial Assets

  • Expatriate Tax

  • Withholding Tax forms for Foreign Workers

        (including visiting foreign Pastors)

  • Tax Treaty Benefit forms 

  • Foreign Earned Income Exclusion-US Citizens and Resident Aliens working in a foreign country

  • Foreign Housing Exclusion-US Citizens and Resident Aliens working in a foreign country

  • Foreign Housing Deduction-US Citizens and Resident Aliens working in a foreign country(applies only to self-employed)

  • Tax Planning

  • Others




  • There are STATUTE OF LIMITATIONs in place,IAA CPA Firm encourages taxpayers to take note of this when working on

      tax-related claims.

  • IAA CPA Firm also reminds taxpayers not to disregard ANY correspondence from foreign,IRS or state tax authorities

      as this can result in thousands in interest and penalties.

  • DEADLINES are important,IAA CPA Firm emphasizes that taxpayers should not disregard deadlines.

     Taxpayers have been known to pay thousands in interest and penalties for ignoring deadlines.

  • Conditions apply to various tax issues listed above;taxpayers must meet certain criteria to benefit from certain credits,

exclusions and other tax issues



5700 Granite Parkway Ste 200

Plano, TX 75024



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Global Taxation &

Attest Services

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 Copyright © IAA CPA FIRM, PLLC in collaboration with the Graduate Studies Program at the University of Texas - Dallas - Naveen Jindal School of Management 2017