Personal Taxes

Filing personal taxes doesn’t have to feel overwhelming. We take the stress out of the process by preparing accurate, timely returns while looking for opportunities to reduce your liability. Whether your financial life is simple or involves multiple income streams, investments, or properties, our approach ensures compliance and confidence. With Angelo’s experience, you can avoid the last-minute scramble and know your return is done right the first time.

Corporate Taxes

Running a business comes with enough challenges — taxes shouldn’t be one of them. We help companies of all sizes remain compliant with state and federal regulations while identifying strategies to improve cash flow. From entity selection to ongoing planning, we align your tax approach with your business goals so you’re not just filing returns but building stronger financial foundations. The result: smoother operations, fewer surprises, and more time to focus on growth.

Advanced Tax Strategies

Taxes shouldn’t just be about what you owe — they should be about what you save. As a Certified Tax Coach, Angelo specializes in proactive strategies that minimize liability and create peace of mind. By analyzing your financial picture throughout the year, we identify ways to maximize deductions, optimize timing, and leverage structures that protect your wealth. This forward-looking approach ensures you’re never leaving money on the table.

Foreign Entrepreneurs

Expanding into the U.S. can be exciting, but navigating the tax system as a foreign entrepreneur is complex. We provide consulting for international business owners, guiding them through entity formation, compliance, and reporting requirements. Our bilingual expertise in English and Italian makes communication seamless, while our experience with cross-border challenges ensures your transition is smooth. With tailored strategies, you can confidently grow your U.S. operations while staying fully compliant.

Bookkeeping

Accurate records are the foundation of good financial management. Our bookkeeping services handle the details — from recording daily transactions to producing clear monthly reports — so you always know where your business stands. By keeping your books organized, we make tax preparation smoother and strategic planning more reliable. The result: less stress for you and a clear roadmap for smarter decisions.

Real Estate

Owning property brings unique tax opportunities and challenges. Whether you’re managing rental income, selling an investment, or planning for inheritance, real estate must be handled with care. We help clients structure transactions to reduce taxes, protect assets, and optimize returns. From coastal vacation homes to commercial properties, Angelo ensures your investments are working for you — not against you — at every stage.

Crypto

The IRS has increased its focus on cryptocurrency, and the rules are constantly changing. Every trade, swap, or NFT purchase can have tax implications, and without proper tracking, it’s easy to make mistakes. We help clients report digital assets correctly while identifying strategies to offset gains and manage liabilities. With Angelo’s guidance, you can participate in this new frontier with confidence, knowing your crypto taxes are clear, compliant, and under control.

Tech and AI Tools

Technology is transforming tax services, and we embrace tools that make your life easier. From secure document portals to AI-powered insights, we use the latest tech to streamline filing and improve accuracy. These tools save time, reduce errors, and keep you connected to your financial picture year-round. By integrating innovation into our services, we help you get smarter results with fewer headaches.

Estate Management

Your legacy deserves more than a quick fix — it deserves a plan. We work alongside trusted legal and financial partners to help you protect wealth, manage estates, and prepare for the future. From minimizing estate taxes to ensuring smooth inheritance transitions, our approach is both thorough and compassionate. The goal is simple: give you and your family peace of mind, knowing your legacy is secure for generations to come.