Tax and accounting services
One tax home for filing, planning, books, IRS notices, and cross-border questions.
A Plus Tax & Accounting helps Israeli-Americans, dual citizens, small business owners, S-Corp shareholders, real estate investors, and families handle the tax issues that rarely fit into one simple form.
Service menu
Choose the service that matches the problem in front of you.
Some clients need a tax return. Others need books cleaned up, an IRS letter answered, a business formed, or a cross-border tax question explained before they make a decision. This page is the starting point.
Tax Preparation
Individual and business tax preparation for Israeli-Americans, dual citizens, FBAR filers, self-employed taxpayers, S-Corps, partnerships, corporations, and rental property owners.
- 1040, Schedule C, rental activity, and foreign account reporting
- Business returns including 1065, 1120S, and 1120
- Clear pricing and document workflow
IRS Problem Resolution
Help with IRS and state tax notices, CP2000 letters, back taxes, penalty questions, missing returns, payment plans, and representation strategy.
- Notice review and response planning
- Balance due and payment options
- Representation by a federally licensed EA when needed
Bookkeeping
Monthly bookkeeping, cleanup, setup, and tax-ready reports for small businesses, real estate investors, consultants, and owners who want clean records before tax season.
- QuickBooks, Wave, and Xero support
- Monthly reconciliations and reports
- Cleanup for tax preparation and planning
Annual Membership
Year-round access for taxpayers and business owners who want more than a once-a-year tax appointment. Membership keeps estimates, planning, notices, and filing on track.
- Annual tax preparation support
- Quarterly estimates and year-end planning
- Email, text, WhatsApp, and Zoom access
Business Set Up
Formation support for LLCs and corporations, EINs, state registrations, S-Corp election review, and first-year tax setup for new owners.
- LLC or corporation formation
- EIN and tax registration support
- Entity classification and S-Corp timing review
Tax Strategy Consulting
A focused 45-minute session for Israeli-American tax questions, FBAR concerns, S-Corp decisions, IRS notices, quarterly estimates, and entity planning.
- $150 flat consultation
- Phone or Zoom in English or Hebrew
- Clear next steps for the issue in front of you
Israeli-American focus
Cross-border details should not be an afterthought.
A Plus Tax has particular depth with Israeli-American and dual-citizen tax issues. Many clients have Israeli bank accounts, foreign pensions, foreign income documents, rental activity, U.S. businesses, FBAR questions, or IRS notices tied to prior-year reporting. These issues are easier to handle when the advisor understands the U.S. tax side and the Israeli context.
Alad Adar, EA is fluent in Hebrew and works with clients nationwide by video. The goal is practical compliance: identify what applies, gather the right records, file cleanly, and avoid repeating the same explanation every year.
How to choose
If you are not sure where to start, start with the issue.
Need a return filed?
Start with Tax Preparation. We can identify whether FBAR, business returns, rental activity, or foreign income need to be included.
Got a letter?
Start with IRS Problem Resolution. Do not guess at a response before knowing what the notice is asking for.
Books are messy?
Start with Bookkeeping. Clean records make tax preparation, estimates, and business decisions easier.
Need advice first?
Start with Tax Strategy Consulting. A short session can clarify the next move before a larger project begins.
Working relationship
The best tax work happens before everything is urgent.
Tax preparation is often the end result of decisions made earlier in the year: how the business was formed, whether books were kept clean, whether estimated taxes were paid, whether payroll was set up correctly, and whether foreign accounts were tracked. A Plus Tax helps clients connect those decisions instead of treating each one as a separate emergency.
If you already know what you need, go straight to that service page. If the issue crosses categories, contact the firm and describe the situation. We will route you to the right starting point.
Questions
Services FAQ
Do you work only with clients in New York?
No. A Plus Tax is based in Flushing, Queens, NY, but serves clients nationwide by video, phone, email, text, WhatsApp, and secure document exchange.
What if I need more than one service?
Many clients do. Tax preparation may uncover bookkeeping cleanup, FBAR questions, entity issues, or IRS notices. The work can be scoped in the right order so the most urgent issue is handled first.
Do you specialize in Israeli-American tax issues?
Yes. A Plus Tax regularly helps Israeli-Americans, dual citizens, and taxpayers with Israeli accounts, foreign income documents, FBAR questions, and U.S.-Israel filing concerns.
Can you help if I received an IRS notice?
Yes. IRS Problem Resolution covers notice review, response planning, payment options, penalty issues, missing returns, and representation when needed.
Can you handle both business books and tax returns?
Yes. Bookkeeping and tax preparation can be coordinated so the books support the return and planning decisions instead of becoming a last-minute cleanup project.
What is the best first step?
If you are not sure, use the contact page and briefly describe the issue, deadline, and type of taxpayer or business. We can point you toward tax preparation, consultation, bookkeeping, IRS resolution, business setup, or membership.
Ready to get oriented?
Send the tax issue and we will identify the right service path.
Whether the problem is filing, FBAR, bookkeeping, IRS notices, business setup, or year-round planning, start with the facts in front of you.