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Tax planning & compliance

Tax that connects to the decision.

Tax work is easier to manage when filing obligations, the information behind them and the decisions that affect them are visible early.

Explore the work

Start where the question is most specific.

These service pages explain typical scope, working approach and readiness questions. The right route can be refined once the underlying facts are clear.

US Federal Income Tax Return Filing

Guidance through federal income tax return preparation, review and filing for qualifying individual and business situations.

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US Income Tax Optimization Strategies

A practical review of tax considerations to help identify opportunities and organize the information behind better decisions.

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US State Income Tax Filing

Support for state income tax filing requirements where a client’s work, residence or business activity calls for it.

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US State Sales Tax Filing

Organized support for state sales tax filing and related reporting needs.

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US Payroll Tax Filings

Payroll tax calendars, reconciliations, and return support for US employers and startups.

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Form 5472 Filing

Form 5472 and pro forma Form 1120 preparation for foreign-owned US corporations and disregarded entities.

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FBAR and FATCA Reporting

FinCEN Form 114 (FBAR) preparation and Form 8938 coordination for US persons with foreign accounts.

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NRI US Tax Filing

US federal and state filing for NRIs and other cross-border individuals, including Form 1040-NR where that is the right return.

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India-Side and FEMA Compliance

India-side compliance, including FEMA, coordinated with US filings for US-India businesses and founders.

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US Tax for Startups

US federal, state, payroll, and sales-tax compliance for startups, built from the filings AT&F already offers.

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US Tax for International Founders

A map of the US filings international founders ask about: Form 5472, FBAR, NRI returns, India and FEMA, and startup tax. Coordinated from Delaware and Gurgaon.

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How we work

Rigour in the work. Clarity in the relationship.

  1. 1

    Frame the question

    Start with the decision, deadline and facts that make the work matter.

  2. 2

    Map the evidence

    Identify the records, assumptions, systems and people needed for a responsible scope.

  3. 3

    Agree ownership

    Set objectives, responsibilities, deliverables and timing before the work begins.

  4. 4

    Move with clarity

    Use visible next steps, milestones and communication to keep the work useful.

Before we talk

The information that makes a first call useful.

Common questions

Before you begin.

Can AT&F help before a filing deadline becomes urgent?+

Yes. Starting early gives the team time to clarify the facts, identify information needs and agree the work that is appropriate to the situation.

Do all tax questions need the same information?+

No. The required records depend on the return, jurisdiction, entity and the facts of the issue. An agreed information request should be tailored before work begins.

Will tax advice be confirmed for my circumstances?+

Yes. Published content is general information. Any advice or filing support is provided only after the relevant facts, scope and responsibility have been confirmed.

People, not only companies

Individual and cross-border filing has its own page.

Federal, state, NRI, FBAR, and foreign-income questions for a person start on the individuals page, then continue into the filing that matches the facts.

The firm

A Delaware-licensed CPA practice, with a Dover headquarters.

Sagar Bajaj, Founder and CEO. Practicing CPA in the United States and Australia. License No. CA-0014602, issued by Delaware. The engagement lead for a particular matter is confirmed before work starts.

Book a free call to get a quote
Headquarters
8 The Green, Ste D, Dover, Kent DE 19901
Phone
+1-833-900-2128+91-97174-35034
License
License No. CA-0014602, issued by Delaware
People
Meet the team

Start with a conversation

Let’s define the right next step.

This page is general information, not personal tax, legal, or accounting advice. Who must file, and any penalty or due date, depends on the facts and on the current IRS, FinCEN, or Reserve Bank of India instructions. Check those sources, or book a call, before you file or pay.

Book a free call to get a quote
Book a free call to get a quote