Resources · Guides
Tax guides
Deep, plain-language guides on the topics our clients ask about most — each published in English and Spanish.
The ITIN Application, Step by Step
W-7 requirements, acceptable documents, and how CAA certification lets you keep your passport.
New S-Corp Owner Starter Guide
Owner payroll, distributions, basis basics, and the March 15 deadline.
Foreign-Owned LLC Compliance (Form 5472)
Who must file, what counts as a reportable transaction, and the $25,000 penalty for skipping it.
Small Business Recordkeeping That Survives an Audit
What to keep, for how long, and the habits that make filing cheap.
Real Estate Investor Tax Guide
Cost segregation, §469 passive-loss rules, 1031 exchange deadlines, and recapture at exit — the four moves and when each backfires.
Cross-Border Filings: FBAR, 8938, 5471 & FIRPTA
Foreign accounts and companies if you live here; the 15% FIRPTA withholding if you sell U.S. property from abroad — with worked examples.