Tax preparation is what we do best. We file accurate federal and state tax returns for individuals, families, and businesses — and keep your returns going year after year so you never fall behind. From your first filing to ongoing tax planning, your financial success and compliance are our top priorities.
Tax preparation and filing for individuals and businesses, backed by year-round planning and full IRS compliance — so your returns stay accurate, on time, and going strong year after year.
This is the heart of what we do. We prepare federal and state tax returns for individuals, self-employed professionals, LLCs, partnerships, S-Corps, and C-Corps. Our process goes beyond data entry — we review your full financial picture to identify deductions and credits you may be missing, ensure accurate reporting of all income and assets, and file on time to avoid penalties. Available for both resident and non-resident filers.
Taxes are not a one-time job. We keep your returns going year after year, so you never miss a deadline or fall behind. Once you are a client, we track your filing schedule, prepare each new return as it comes due, catch up on any prior years you still owe, and keep your records clean and consistent. You file once with us, and we keep it going from there.
Effective tax planning means making strategic decisions throughout the year — not just at filing time. We work with individuals and business owners to analyze income, investments, and entity structures, identifying legal opportunities to reduce taxable income, defer liabilities, and align your financial activity with current IRS regulations. Our approach ensures you're never caught off guard at the end of the year.
Starting a business in the U.S. requires more than filing paperwork — the right entity structure determines how you pay taxes, protect personal assets, and attract investors. We advise on LLC, S-Corp, C-Corp, and partnership formations, handle state registration filings, obtain your EIN, and set up the accounting foundation your new company needs from day one. Available for both domestic founders and foreign nationals.
An Individual Taxpayer Identification Number is required for any non-resident alien who needs to file a U.S. tax return, receive a refund from the IRS, or engage in business, investment, or rental activity in the United States. We prepare and submit Form W-7 with all required certified documentation, handling the full ITIN application process on your behalf so you can meet IRS deadlines without delays.
We also handle specialized recovery work for foreign clients: reclaiming FIRPTA withholding on U.S. real estate sales and recovering the 30% tax withheld on casino winnings for non-residents. We run dedicated tools for both of these — see our separate FIRPTA site for full detail, or reach out and we'll point you to the right place.
"The Finkelshteyn Group stands out in the industry for its commitment to personalized service and in-depth expertise. By working closely with clients to understand their goals and challenges, TFG CPA is able to create customized tax strategies that drive success."
The Finkelshteyn Group are Your Foreign Investment in Real Property Tax Withholding (FIRPTA) and Gambling Tax Return Experts
FIRPTA (Foreign Investment in Real Property Tax Act) withholding can be a confusing process for foreign investors in the United States. The Finkelshteyn Group professionals help these investors navigate the withholding process and reclaim their funds.
We provide a range of services to help foreign investors get back their money. The company has a team of experienced professionals who are well-versed in the complexities of FIRPTA withholding, and they work closely with clients to ensure that they receive the maximum possible refund.
We provide refund recovery services to help investors get back their withheld funds, working closely with clients to gather all necessary documentation and submit refund claims to the IRS. We provide ongoing support throughout the refund process, ensuring that clients are kept up-to-date on the status of their refund and that any issues are promptly resolved.
Bespoke non-resident tax return processing ensuring rapid return of withheld casino winnings
Foreigners who win money at a casino in the United States may be subject to taxes on their winnings. However, many of these individuals may not be aware of their rights to reclaim a portion of those taxes.
Many foreign nationals are entitled to a refund of a portion of the withheld tax. To reclaim the tax withheld on casino winnings, the foreign national must file a US tax return. It's important to consult with a tax professional to ensure compliance with US tax laws.
The Finkelshteyn Group has a team of tax experts who are well-versed in the laws and regulations pertaining to non-resident alien tax withholding on gambling winnings. We handle the entire process from ITIN registration to filing Form 1040-NR.
Introducing Jacob Finkelshteyn, an accomplished CPA and founder of The Finkelshteyn Group. Graduating with honors from the University of Houston and holding a Finance degree from Columbia University, Jacob's expertise is unparalleled. With a solid track record in local CPA firms and Fortune 500 companies, he founded The Finkelshteyn Group in 2009.
Under his guidance, the company has thrived, providing exceptional financial services to clients worldwide. Jacob's dedication and vision continue to shape the industry and drive the company's success.
"We are committed to serving our clients with expertise and dedication across these diverse areas of service. Your financial success and compliance are our top priorities."
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