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Seven practices, one finance agenda, integrated.

Strategy, compliance, and execution rarely fail in isolation. Our seven practices work as one team, so nothing falls between them.

Tax Preparation & Planning, Umair Manzoor PC

Tax Preparation & Planning

Federal and state tax compliance for businesses and individuals, prepared accurately, filed on time, and planned before year-end closes the window.

  • Business & Individual Returns (1120, 1120-S, 1065, 1040)
  • Quarterly Estimates & Year-End Planning
  • Entity Elections & Multi-State Filings
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International & Cross-Border Tax, Umair Manzoor PC

International & Cross-Border Tax

US tax compliance and planning for foreign-owned businesses and cross-border individuals, from the first Form 5472 to a full treaty position.

  • Foreign-Owned US Entities (Forms 5472, 1120-F)
  • FBAR & Foreign Asset Reporting (FinCEN 114, Form 8938)
  • Pre-Immigration & Tax Treaty Planning
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Client Accounting Services, Umair Manzoor PC

Client Accounting Services

Bookkeeping, monthly close, and management reporting delivered as a service on QuickBooks Online, so the numbers are ready when the decisions are.

  • Bookkeeping, Monthly Close & Management Reporting
  • QuickBooks Setup, Cleanup & Automation
  • Payroll Coordination & Financial Statement Preparation
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Fractional CFO & Financial Modeling, Umair Manzoor PC

Fractional CFO & Financial Modeling

Forecasts, three-statement models, and investor-grade reporting built to Financial Modeling Institute standards, senior finance capability, engaged fractionally.

  • Three-Statement Models & Forecasts
  • Budgets, Cash Flow & KPI Reporting
  • Investor & Lender Reporting Packs
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IRS & State Representation, Umair Manzoor PC

IRS & State Representation

Representation before the IRS and state tax authorities under Treasury Circular 230, from the first notice to final resolution.

  • IRS Notices & Transcript Monitoring
  • Examination & Audit Representation
  • Collections, Payment Plans & Penalty Relief
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US Market Entry & Entity Setup, Umair Manzoor PC

US Market Entry & Entity Setup

Entity setup, tax registrations, and first-year compliance for foreign founders entering the United States, everything in sequence, nothing missed.

  • Formation Coordination, EIN & Tax Elections
  • State Registrations & BOI Reporting
  • First-Year Compliance Calendars & Filings
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Assurance & Financial Reporting, Umair Manzoor PC

Assurance & Financial Reporting

Compilations, reviews, and audits under US professional standards, independent reports for the lenders, investors, and partners who rely on your financial statements.

  • Compilations & Reviews (SSARS)
  • Financial Statement Audits, Selective Acceptance
  • US GAAP & IFRS Reporting Support
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How we engage

A disciplined path from first call to results.

Discovery meeting space, UMCPASTEP 01

Discovery

A structured conversation to understand your situation, constraints, and what success looks like.

Scoping and proposal documents, UMCPASTEP 02

Scoping & Proposal

A fixed-fee proposal with named team members, deliverables, and a timeline you can hold us to.

Execution dashboards, UMCPASTEP 03

Execution

Partner-led delivery with scheduled checkpoints, issues surfaced early, never at the deadline.

Ongoing advisory, UMCPASTEP 04

Ongoing Counsel

Most clients stay. We become the standing advisor your leadership calls before the big decisions.