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Enrolled Agents · CPA · Attorney · 50 States + Cross-Border

Tax strategy for the way modern wealth is actually built.

Founders. Investors. Solopreneurs. Global professionals. Five practice tracks, one credentialed team — Enrolled Agents, CPA, Attorney — accountable for every position we take. Remote by design, Big Four trained, built for income the IRS hasn't simplified.

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Licensed to practice before the IRS Big Four & family-office trained Fixed-fee engagements, scoped up front
  • IRS Enrolled Agent
  • CPA
  • Attorney
  • Big Four Trained
  • 50-State Virtual Practice
  • Intuit ProAdvisor
Five practice tracks · one team

Find the track that fits the way you actually earn.

We focus where expertise pays for itself — income the IRS hasn't simplified, where a generalist preparer leaves real money on the table.

Founders & AI Solopreneurs

AI-native businesses, indie SaaS, agencies, creators, consultants. Entity selection, retirement plan stacking, §199A, §174, and multi-state nexus.

See detail

Stock & Equity Investors

Brokerage, K-1s, RSU/ISO/NSO, QSBS, §1256 contracts, wash sales, carried interest. Planning before you click sell.

See detail

Crypto & Digital Assets

Exchange & on-chain reconciliation, DeFi, NFTs, staking, mining, 1099-DA readiness. Multi-year remediation when basis was wrong.

See detail

High-Net-Worth Households

Multi-entity coordination, trusts, residency, charitable vehicles, installment sales, family-office stack-up.

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Global Professionals & Expats

U.S. citizens abroad, inbound foreign nationals, dual residents. FEIE, FTC, treaty, FBAR, FATCA, PFIC, exit tax, Streamlined cleanup.

See detail

IRS Representation

Audits, CP2000, Offers in Compromise, penalty abatement, collections, appeals. Power of attorney filed day one.

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Services

Fifteen scoped practice areas.

Each is a fixed-fee engagement with clear deliverables, scoped on a discovery call before any work begins. Click through for full scope.

AI Solopreneurs & Founders

Entity, retirement stack, §199A, §174, multi-state nexus for high-margin solo businesses.

Founder engagement
See detail

S-Corp & LLC Tax Strategy

Entity returns, reasonable comp, QBI, PTET elections.

Entity + owner
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Startup & Founder Planning

QSBS, 83(b), secondary sales, equity-comp scaffolding.

Founder engagement
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IRS Representation

Audit, OIC, penalty abatement, CP notices, collections.

Scoped per case
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Investment Tax Planning

Brokerage, K-1s, wash sales, §1256, carried interest.

Added to 1040
See detail

Stock Options & RSU

ISO AMT modeling, RSU withholding, ESPP, 83(b), NSO timing.

Equity-comp planning
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Cross-Asset Coordination

Equities + crypto + real estate on one coherent return.

Multi-asset 1040
See detail

Digital Asset Preparation

Exchange CSV + on-chain reconciliation, 8949, 1099-DA.

Practice focus
See detail

DeFi, Staking & Mining

LP exits, restaking, bridge classification, mining income.

DeFi focus
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Multi-Year Crypto Remediation

Amendment campaigns, basis rebuild, 1099-DA catch-up.

Per year remediated
See detail

Multi-Income Stream Planning

W-2 + 1099 + K-1 + crypto on one integrated plan.

Integrated 1040
See detail

Wealth Preservation

Trusts, charitable vehicles, residency, installment sales.

Planning engagement
See detail

Multi-State Returns

Residency, apportionment, convenience-of-employer, PTET elections.

Added to any return
See detail

Global Professionals & Expats

FEIE, FTC, FBAR, FATCA, PFIC, treaty positions, exit tax, Streamlined cleanup.

U.S. citizens abroad & inbound
See detail

Family Office Advisory

Multi-entity households, trusts, advisor coordination.

Annual retainer
See detail
Who you're working with

A credentialed team, not a tax factory.

Every engagement is led by a named credentialed advisor. No offshore intake, no bait-and-switch, no junior passing your return up a chain. Returns are second-partner reviewed before filing.

Enrolled Agents

Federally licensed to practice before the Internal Revenue Service in all matters, in all 50 states. Subject to Circular 230 governance.

CPA

Licensed CPA on staff for audit-adjacent work, attest coordination, and state-licensure-sensitive engagements.

Attorney

Licensed attorney leads IRS representation, privacy & §7216 compliance, and entity structuring.

Team background includes Big Four practice at Ernst & Young and PwC — including Form 1065 partnership specialty work — plus single-family office experience. Publicly verifiable on the IRS Enrolled Agent registry.

What clients say

From the people we work with.

Verified Google reviews. Read the full set on our Google Business Profile.

★★★★★

"I've worked with several accountants over the years, but none come close to this level of excellence. What sets him apart is how deeply he cares — this isn't a transactional experience, it's personal. Sam is ONE OF A KIND, no one compares. He's not just good at taxes, he's good at life. He really got us on track, patiently giving us the tools to put everything in order correctly and accurately, and move my life in a positive direction with the IRS. We honestly will never work with any tax advisor besides Sam."

Carstene · Verified Google review · 2026

★★★★★

"Working with Samuel Oduro has been a great experience. He is professional, knowledgeable, and genuinely committed to helping his clients succeed. Samuel has a strong understanding of tax and financial matters, and he explains things clearly, making the process much easier to understand. His reliability, attention to detail, and approachable nature really stand out. I truly appreciate his dedication and would confidently recommend him to anyone looking for trustworthy financial guidance."

Prasanto · Local Guide · Verified Google review · 2026

★★★★★

"Very professional, reliable, and really take the time to explain everything clearly. You can tell they genuinely care about their clients. Highly Recommend."

Dan · Verified Google review

★★★★★

"Highly recommend Sam."

Pat · Verified Google review

★★★★★

"Highly recommend Sam."

Emmanuel · Verified Google review

How we work

Five steps from first call to filed return.

The same sequence we use for every engagement. Predictable timing, predictable scope, predictable price.

Discovery call

15 minutes. We map your situation, confirm fit, and outline the engagement.

Engagement & portal

Signed engagement letter, §7216 consent, encrypted portal.

Preparation

Drafted by your named advisor, second-partner reviewed.

Review call

Walk-through of every line that matters. Planning notes for next year.

Sign & file

E-signature, direct e-filing, stored copy always in your portal.

Start with a discovery call See full process
Outcomes

Real client work. Anonymized. Documented in the file.

A few representative engagements. Names changed; facts preserved.

Restructured a planned investment to avoid punitive PFIC taxation before the position was entered.

Worked with the client and his co-investors on the §1291 default treatment a foreign mutual-fund position would have triggered. Modeled QEF and §1296 mark-to-market alternatives and recommended a different vehicle entirely — preserving long-term capital-gain treatment.

Cross-border investor · PFIC structuring · pre-investment planning

U.S. citizen abroad — over $100,000 in tax, interest, and penalties avoided through Streamlined Filing.

Three years of unfiled returns and undisclosed foreign financial accounts. Used Streamlined Filing Compliance Procedures, PFIC mark-to-market positioning, and treaty-based positioning to bring the client current under non-willful certification.

U.S. citizen abroad · Streamlined cleanup · FBAR & PFIC

Practice depth: numerous clients shielded from the §1291 PFIC trap through QEF, §1296, or restructuring.

Foreign mutual funds, foreign ETFs, and foreign-domiciled pooled investments default to a punitive regime that converts long-term gain into ordinary income with an interest charge. We assess every foreign holding and elect the better treatment — or recommend unwinding the position before residency or basis impact.

Across the practice · Cross-border & expat advisory

Outcomes describe individual engagements and are not guarantees of future results. Tax positions depend on individual facts and current law.

Questions

The questions we hear on every first call.

Who do you typically work with?

Five practice tracks: AI solopreneurs and founders building lean high-margin businesses; stock and equity investors with brokerage and equity-comp complexity; crypto and digital-asset investors; high-net-worth households with multi-entity structures; and global professionals with U.S. obligations across borders.

Are you licensed to work in my state?

Yes. Our team includes federally licensed Enrolled Agents, a CPA, and an Attorney. Enrolled Agents hold unlimited federal representation rights in all 50 states, the District of Columbia, and U.S. territories. State returns are prepared under the same engagement. We also handle U.S. obligations for citizens, green-card holders, and inbound foreign nationals across 60+ jurisdictions.

How does remote tax work actually work?

Documents flow through an encrypted client portal. We meet by phone or video, you review every return on a screen-share, and you sign electronically. Faster than a local CPA office, with the same chain of privilege and confidentiality.

Do you handle cryptocurrency and digital asset tax?

Yes — one of our practice focuses. Exchange CSV reconciliation, on-chain activity, HIFO/FIFO/LIFO selection, staking, DeFi, NFTs, airdrops, 1099-DA reconciliation, and Form 8949 with full detail. See digital-asset detail →

Do you work with U.S. citizens living abroad?

Yes. Annual returns with FEIE/FTC modeling, FBAR (FinCEN 114), Form 8938 FATCA, PFIC analysis, treaty positioning, and Streamlined Filing Compliance for prior-year cleanup. We also handle inbound planning for foreign nationals arriving on work visas. See expat & global detail →

How are engagements scoped and quoted?

Every engagement begins with a 15-minute discovery call to understand your situation. We then send a written proposal with a fixed engagement fee — no hourly billing, no surprises at delivery. Once accepted, we begin work under a clear scope and timeline. See how we work →

How fast can my return be filed?

Most returns are filed within 10 business days of receiving complete documents. Cross-border, multi-entity, or complex investment returns take longer — timelines are firm and set at engagement.

The next filing deadline is already on the calendar.

Book 15 minutes. Leave with a plan and a fixed fee. Or call (646) 633-5059.

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