Personalized tax preparation, IRS compliance, and refund optimization for US residents, non-residents (1040-NR), H-1B, L-1, F-1 OPT/CPT students, and families.
Residents & Non-Residents
We offer expert 1040 & 1040-NR tax filing services for U.S. residents and non-residents. Our team ensures accurate, compliant, and hassle-free tax return submissions with maximum deductions, dual-status handling, and timely electronic IRS processing.
Year-Round Advisory
We provide year-round unlimited consultations giving you expert guidance whenever life changes occur. Get answers to your tax questions, clarify allowable deductions, navigate stock options (RSUs/ESPP), and make informed financial decisions all year round.
Penalty-Free Deadline
Need more time to organize your documents? We offer Form 4868 Extension Filing services to help you extend your federal and state tax return deadline by up to six months (October 15), eliminating costly late-filing penalties.
W-7 Application
We provide comprehensive ITIN support to help non-resident spouses, dependents, and foreign investors obtain or renew their Individual Taxpayer Identification Number (ITIN). From documentation to IRS submission, our experts ensure a smooth process.
F-1 & OPT Students
Assisting non-resident students and scholars (F-1, OPT, J-1) who had Social Security and Medicare (FICA) taxes wrongly withheld from their paychecks. We verify treaty exemptions, assemble Form 843 and 8316, and secure your direct IRS refund.
High Earners & Tech
We offer forward-looking tax planning services to help individuals and businesses minimize tax liabilities legally. Our experts provide strategic, year-round guidance tailored to your financial goals — optimizing investments, real estate, and long-term tax efficiency.
Audit Defense
Received a CP2000, CP501, or audit notification? Our licensed CPAs review the notice, identify discrepancies, prepare thorough written rebuttals with documentation, and communicate with the IRS to resolve issues stress-free.
Amended Return (1040-X)
We review your past 3 years of submitted tax returns for accuracy and missed tax credits. If we find overlooked deductions or clerical mistakes, we prepare and e-file Form 1040-X amendments to bring extra money back to your pocket.
Projections
We calculate your expected federal and state tax liability or refund based on year-to-date earnings, quarterly estimated payments, bonus withholdings, and crypto transactions — ensuring clarity with zero surprises at filing time.
Foreign Assets
We help U.S. taxpayers meet complex international reporting requirements. Our experts ensure accurate, timely submission of foreign bank account reports (FinCEN 114) and FATCA (Form 8938) disclosures, avoiding severe non-compliance penalties.
Payroll Tax
Started a new job or got married? We help you accurately configure your IRS Form W-4 withholding certificate. Our experts ensure the right amount of tax is deducted each paycheck so you don't face large tax bills or penalty interest.
End-to-end corporate solutions tailored for startups, IT consultancies, and small businesses across all 50 states — from state incorporation to IRS entity-level filings.
LLC, S-Corp & C-Corp
Choosing the wrong entity structure can cost you thousands in unnecessary taxes, liability exposure, and administrative burden. Vision-Tax assists founders and entrepreneurs with forming LLCs, C-Corps, and S-Corps across all 50 US States — including expedited federal EIN acquisition, custom operating bylaws, state filings, and corporate compliance.
Monthly Accounting
Messy books turn tax season into stressful guesswork and IRS audit exposure. Vision-Tax keeps your business accounts balanced and audit-ready with accurate monthly bookkeeping, bank & credit card reconciliations, categorized expense tracking, and clean monthly P&L and balance sheet statements for maximum deduction readiness.
Corporate Tax (1120 / 1065)
Entity-level taxes are not personal returns with an extra schedule. Vision-Tax plans, prepares, and e-files corporate tax returns for Partnerships (Form 1065), S-Corporations (Form 1120-S), and C-Corporations (Form 1120). We handle partner Schedule K-1 allocations, state franchise tax compliance, depreciation calculations, and corporate deduction optimization.
Book a free 15-minute consultation. Our senior CPA will review your status and recommend the exact filing strategy.