Simple
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- W-2 , interest , and standard deductions
- Not include rental or self-employment income
- State tax filing fees are charged separately
Standard
Multiple sources of income
- Multiple W-2s or for taxpayers with dependents
- State tax filing fees are charged separately
Rental
Rental Income
- Filing for rental property
- State tax filing fees are charged separately
Self Employed
Sole proprietors
- Including financial statement review
- State tax filing fees are charged separately
Tax Treaty
Treaty Filing
- F1, J1, OPT, H1B holders, and others eligible for tax treaty
- Form 1040NR or tax treaty filing
- State tax filing fees are charged separately
Oversea
Foreign Assets / Businesses / Income / Gifts
- FBAR / FATCA / Foreign Income or Gift
- Foreign company shareholding reporting requires an additional fee
- State tax filing fees are charged separately
LLC/Partnership Income Tax
- Including financial statement review
- Year-round tax consulting
- State tax filing fees are charged separately.
Corporation Income Tax
- Including financial statement review
- Multi-state tax filing support
- State tax filing fees are charged separately.
Bookkeeping
- Bookkeeping for monthly income and expense;
- Provide monthly financial statements
Business Setup
Business Formation
- Supports LLC / C-Corp / S-Corp / Non Profit
- Additional charges may apply for owners who are not U.S. persons.
Payroll
Set up a payroll system
- Process monthly employee payroll and tax withholdings
- Includes quarterly filings and annual forms
Sale Tax
Sales Tax Filing
- File sales tax on a monthly or quarterly basis
- Supports multi-state sales tax accounts
FBAR Remediation & Risk Assessment
Streamlined · Delinquent · Reasonable Cause · Path Selection
- FBAR / FATCA Non-Compliance Risk Assessment
- Eligibility Analysis for Streamlined Filing
- Delinquent Filing Pathway Evaluation
- Reasonable Cause Position Analysis
- Historical Missing Income Reconstruction
- Penalty Exposure Comparison Across Options
- Documentation Structuring
Startup及创始人税务顾问
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- Federal & State Corporate Tax Compliance
- Founder Individual Tax Coordination
- Multi-Entity Tax Alignment Review
- Compensation Tax Planning (ISO / NSO / RSU)
- QSBS Qualification Analysis
- R&D Credit & Section 174 Planning
- Pre-Funding & Exit Tax Modeling
High-Income & Complex Tax Advisory
*
- Multi-Year Tax Projection Modeling
- Federal & Multi-State Tax Exposure Analysis
- Capital Gain & Income Timing Strategy
- Real Estate Investment Impact Analysis
- AMT Forecasting & Equity Vesting Modeling
- Liquidity Event Tax Impact
- Quarterly Tax Advisory
私人客户及家族税务协调
Private Client & Family Office Coordination
- 多实体税务影响分析
- 关联交易税务审查
- 遗产与赠与税务暴露预测
- 跨代转移税务模型
- 长期税务战略规划
跨境及国际税务顾问
Cross-Border & VIE Tax Analysis
- 移民前税务规划
- CFC 结构税务审查
- GILTI / Subpart F 税务模型
- VIE 美国税务申报影响分析
- 外国税收抵免协调分析
- 5471 / 8865 申报支持
U.S. Expatriation & Exit Tax Analysis
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- Covered Expatriate Risk Assessment
- 如果现在放弃身份,大概需要交多少税测算
- Corporate Equity, Real Estate & Investment Tax Impact
- Long-Term Green Card Holder Risk Review
- Timing-Based Exit Tax Comparison
- 退出前如何降低税务风险建议(税务角度)
*Prices are starting rates. Actual fees may vary by filing details and state requirements.
AQ Tax & Advisory provides tax preparation and tax advisory services. We do not provide legal advice, investment advice, or financial planning services. Legal structuring, securities matters, and fiduciary services must be handled by qualified licensed professionals. Any tax projections or modeling are estimates based on information provided and current tax law, which may change.
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