Tax Filing & Planning for Individuals & Businesses

We design proactive tax strategies tailored to your unique financial situation. For individuals, this means maximizing deductions, planning for retirement, and aligning tax outcomes with life goals. For businesses, we focus on structuring operations, timing income and expenses, and leveraging credits to reduce liabilities. Our forward-looking approach ensures you’re prepared for today and positioned for tomorrow.

Tax Preparation Services for Individuals & Businesses

Accurate, timely tax filings are the foundation of compliance. We prepare returns across all entity types, ensuring every detail is handled with precision

IRS Representation

When tax authorities raise questions, we stand by your side. Mohkam CPA represents clients in audits, examinations, and disputes with the IRS. Our deep knowledge of tax law and negotiation skills ensure your rights are protected and issues are resolved efficiently.

Multistate Tax Compliance

Operating across state lines brings complex tax obligations. We manage State and Local Tax (SALT)compliance, including nexus determinations, sales tax filings, and multi-jurisdictional reporting. Our expertise reduces risk and ensures you remain compliant wherever you do business.

Cryptocurrencies

Comprehensive tax and compliance guidance for crypto trading, mining, staking, and digital assets activity. Specialized tax reporting, gain/loss calculations, and compliance support for digital asset investors and businesses.

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

Stocks, Bonds, Futures & Options

Investors navigating public markets face complex tax rules, fast-moving reporting requirements, and intricate gain/loss calculations. Mohkam CPA provides specialized support for active traders, long-term investors, and market professionals across equities, fixed income, derivatives, and alternative trading strategies. We handle washsale adjustments, basis tracking, Section 1256 contracts, MTM elections, and multi-platform reconciliation to ensure accurate, compliant, and optimized tax outcomes.

Business Accounting & Bookkeeping

Accurate records are the backbone of financial health. We provide customized bookkeeping solutions, monthly reconciliations, and financial statement preparation. Whether you need ongoing support or outsourced accounting, we deliver clarity so you can focus on growth.

Estate & Gift Tax Planning

Preserving wealth across generations requires careful planning. We help families minimize estate and gift tax exposure through tailored strategies, including trust planning, charitable giving, and lifetime transfer techniques. Our goal is to safeguard your legacy while ensuring compliance with federal and state regulations.

Payroll Management

Managing payroll is more than issuing checks — it’s about compliance with tax laws and employee satisfaction. We handle payroll processing, tax withholdings, and reporting, ensuring accuracy and timeliness while reducing administrative burdens.

Foreign Bank Account Reporting

International financial holdings require strict compliance with FBAR (FinCEN Form 114)and FATCA We assist clients in reporting foreign accounts, investments, and assets, ensuring transparency and avoiding costly penalties.

Financial Consulting & Advisory

Beyond compliance, we act as strategic advisors. Our consulting services include cash-flow management, budgeting, benchmarking, and long-term financial planning. We help businesses and individuals make informed decisions that drive sustainable success.

Entity Formation & Business Structuring

Choosing the right entity sets the foundation for success. We guide entrepreneurs through entity selection — including LLC, partnership, S Corp, or C Corp — with a focus on tax efficiency, liability protection, and long-term scalability. Our structuring services ensure your business is built on solid ground.