PERSONAL ADVISORY SERVICES

Partner with LAS CPA for reliable and efficient payroll services that you can trust.

We believe that the only way to help people reach their goals and better the community is by spending valuable time together to get the right strategy in place.

 

Our Advisory Services are one-on-one and focused on evaluating, implementing, and executing our best practice strategies.

 

Our advisory services leverage our extensive knowledge and experience to solve complex problems, implement strategic initiatives, and educate our clients. We offer a variety of advisory packages tailored to specific industries, client groups, and niches.

 

Examples of Advisory services we can provide are:

1040 Base Level Package

 

Our 1040 Base Level Package offers comprehensive guidance on individual tax efficiency, helping you maximize your tax benefits and minimize liabilities. Our services include:

 

  • Basics of Tax Efficiency: Understand the fundamentals of tax planning to optimize your financial situation.

  • Deductions and Credits: Identify and leverage available deductions and credits to reduce your tax burden.

  • Income Sources: Analyze various income sources and their tax implications.

  • Preparing for Tax Season: Get organized and prepared for a smooth tax filing process.

  • Tax-Privileged Accounts: Explore tax-advantaged accounts to enhance your savings and investments.

Employee Stock Compensation

 

Navigating employee stock compensation can be complex. Our advisory services provide clarity and strategic planning for various stock compensation types, including:

 

  • Employee Stock Purchase Plan (ESPP): Understand the mechanics and tax implications of ESPP purchases.

  • Incentive Stock Options (ISO): Plan for the exercise and taxation of ISOs, including holding period requirements.

  • Nonstatutory Stock Options (NSO): Manage the exercise and taxation of NSOs effectively.

  • Restricted Stock Units (RSU): Navigate the vesting and taxation of RSUs to align with your financial goals.

New US Resident

 

For new US residents, understanding tax residency and filing requirements is crucial. Our advisory services provide comprehensive support to ensure compliance and optimize your tax situation:

 

  • Avoiding Double Taxation of Foreign Income: Prevent double taxation on income earned abroad.

  • Foreign Asset Reporting: Ensure compliance with foreign asset reporting requirements.

  • US Tax Residency & Filing Requirements: Understand your tax obligations as a new US resident.

Real Estate Investing

 

Real estate investing offers significant tax benefits and opportunities. Our advisory services provide expert guidance on various aspects of real estate investing:

 

  • Basics of Real Estate Investing: Learn the fundamentals of real estate investment and tax implications.

  • Holding Real Property: Understand the tax considerations of holding real property.

  • Rental Deductions & Tax Strategies: Maximize deductions and implement effective tax strategies for rental properties.

  • Selling Your Rental Property: Plan for the tax implications of selling rental properties.

Financial Health Tracking

Financial Health Tracking is a comprehensive service that monitors and evaluates your overall financial status. It includes detailed reporting on income, expenses, and net worth, helping you understand your financial position clearly. By identifying areas for improvement and growth, this service ensures you stay on track to meet your financial goals and make informed decisions for a secure financial future.

CONTACT LAS CPA

Our Hours:
Mon-Thurs 9 am – 3 pm

 

Located at:
12904 Harbor Dr
Woodbridge, VA 22192

 

Call: 703-491-2794