ABOUT — CAPITAL PROTECTION ALLIANCE
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Let the Tax Law work for you


Capital Protection Alliance Inc. is a leading boutique CPA firm specializing in strategic tax planning, tax preparation, and tax controversy resolution. We provide tax support and advice to Legal Counsels, Immigration Attorneys, and Financial Advisors worldwide, U.S. and non-U.S. families, start-ups, privately held companies, and trusts. Our clients reside in the U.S. and across the globe, and include HNW individuals, professionals and legacy trusts.

Since turbulent 2013, our multi-disciplined team has solved IRS problems for thousands of clients. We utilize our technical competence and vast experience to protect our clients’ capital and bring them peace of mind. We combined Big Four Accounting Firm’s training with the entrepreneurial approach of our Founder, thoughtful application of a tax law, and a passion for simplifying and reducing tax burden for our clients. We offer a simple and straightforward process to help you save time and money.


All Capital Protection Alliance professionals take several signature approaches:

Entrepreneurial Mindset

We are drawn to opportunities, innovation and new value creation. Our learning never stops.

Strategic

We look for actionable solutions that produce tangible results for our clients. We focus on the practical.

Client-Centric

Clients receive personal attention, empathy, and enthusiasm. We listen and tailor solutions to our clients’ needs.

Relationship-Oriented

We seek to build long-term relationships with our clients, help them grow, address their concerns at every step of their journey. Being understood is priceless.

Capital Protection Alliance is a New York City international tax CPA firm that will help you optimize your tax rate, maximize your opportunities for tax savings, minimize your risk exposure and give you the confidence to make sound business decisions.  We are focused on developing a strong, personal relationship with all our clients and never apply template solutions.

 

PERSONAL TAX- Tax planning  for US and non-US individuals- ITIN procurement- Tax return preparation for current / delinquent years- FATCA, FBAR, GILTI- Offshore Voluntary Disclosure Program ( OVDP)- Tax audit defense and penalty abatement

PERSONAL TAX

- Tax planning for US and non-US individuals

- ITIN procurement

- Tax return preparation for current / delinquent years

- FATCA, FBAR, GILTI

- Offshore Voluntary Disclosure Program ( OVDP)

- Tax audit defense and penalty abatement

TRUST & ESTATES- Domestic and Foreign Trusts- Tax Planning & Consultations- Trust Administration- Gift, Estate and Trust Returns- Tax Controversy Resolution- Bitcoin Tax Matters

TRUST & ESTATES

- Domestic and Foreign Trusts

- Tax Planning & Consultations

- Trust Administration

- Gift, Estate and Trust Returns

- Tax Controversy Resolution

- Bitcoin Tax Matters


BUSINESS SERVICES- Business Entity Formation and Dissolution- Tax Planning & Compliance- Tax Controversy Resolution- Business Plan preparation for Immigration visa- Tax Reporting for companies with Foreign Partners or      Shareholders- Analysis…

BUSINESS SERVICES

- Business Entity Formation and Dissolution

- Tax Planning & Compliance

- Tax Controversy Resolution

- Business Plan preparation for Immigration visa

- Tax Reporting for companies with Foreign Partners or Shareholders

- Analysis and technical research to support tax positions

- GILTI reporting

DIVORCE- Injured Spouse Relief- Innocent Spouse Relief-Statement of Net Worth-Splitting prior tax debts and other debts-Conflict of interests and releases-Splitting tax breaks-Tax Forms to be signed during divorce proceedings-QDROs

DIVORCE

- Injured Spouse Relief

- Innocent Spouse Relief

-Statement of Net Worth

-Splitting prior tax debts and other debts

-Conflict of interests and releases

-Splitting tax breaks

-Tax Forms to be signed during divorce proceedings

-QDROs


REAL ESTATE SERVICES- Business Entity Formation- FIRPTA tax clearance and ITIN- Tax Planning & Compliance- Tax Controversy Resolution- 1031 Exchanges support- Wealth transfer planning

REAL ESTATE SERVICES

- Business Entity Formation

- FIRPTA tax clearance and ITIN

- Tax Planning & Compliance

- Tax Controversy Resolution

- 1031 Exchanges support

- Wealth transfer planning

US EXPATS- Tax Planning and Compliance- Offshore Voluntary Disclosure Program (OVDP)- Streamlined Filing Compliance Procedures- FATCA, FBAR Reporting- IRS Audit Defense- US Citizenship Renouncement

US EXPATS

- Tax Planning and Compliance

- Offshore Voluntary Disclosure Program (OVDP)

- Streamlined Filing Compliance Procedures

- FATCA, FBAR Reporting

- IRS Audit Defense

- US Citizenship Renouncement