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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.