Business Details
18 Years
experience
Your Trusted Partner for Online Tax, Payroll, and Bookkeeping Services
Founded in 2008, we deliver efficient and reliable financial services to individuals and businesses across all U.S. states, as well as U.S. citizens and expatriates living abroad. Our expertise lies in navigating complex tax situations, including expatriate tax filings, foreign income tax applications, and IRS compliance. As a fully online, technologically advanced service, we provide seamless access to bookkeeping, payroll, tax preparation, and IRS representation without requiring in-person meetings.Our team includes IRS-licensed Enrolled Agents, Certified Acceptance Agents, and professionals with extensive accounting credentials, ensuring clients receive accurate, legally compliant financial solutions. We specialize in tax minimization strategies, business formation guidance, and resolving IRS disputes, combining technical proficiency with personalized client support. By maintaining accessibility and affordability, we aim to simplify financial obligations for diverse clients globally.
Services
Tax Preparation
Online Bookkeeping
IRS Representation
Expatriate Tax Services
Business Formation
Payroll Management
ITIN/EIN Assistance
Audit Resolution
State Tax Resolutions
Details
- Year established: 2008
Highlights and features
- We specialize in expatriate tax filings with multilingual expertise in English, Spanish, and Portuguese.
- Our team includes IRS-licensed Enrolled Agents with advanced degrees in taxation and accounting.
- We offer fully automated, 100% online services for seamless global accessibility.
- We provide IRS representation for audits, collections, and appeals with proven dispute resolution skills.
- Our business formation guidance helps new entrepreneurs avoid common legal and financial pitfalls.
Associations and certifications
- IRS Enrolled Agent
- Certified Acceptance Agent by the IRS
- California CPA Board approved
What people say
Unparalleled customer service
Phenomenal problem-solving skills
Professional and trustworthy
Knowledgeable in tax laws
Efficient expatriate tax handling
Services
Tax Preparation
We prepare individual and business tax returns with expertise in expatriate taxes, foreign income reporting, and IRS compliance. Our service minimizes liabilities through deductions, credits, and strategic planning. As IRS-licensed Enrolled Agents, we ensure accurate filings for U.S. citizens abroad and domestic taxpayers.
IRS Representation
Our Enrolled Agents represent clients during IRS audits, collections, and appeals. We navigate disputes, negotiate settlements, and resolve tax-related issues with the IRS. This service includes audit defense and compliance guidance to protect client interests during agency interactions.
Online Bookkeeping
We provide cloud-based bookkeeping for businesses, including QuickBooks Online management, chart of accounts setup, and financial reporting. This service supports remote access, payroll processing, and real-time financial tracking to streamline business operations and decision-making.
Expatriate Tax Services
Specializing in cross-border tax compliance, we assist U.S. citizens abroad and expatriates in the U.S. with FBAR filings, Form 2555 applications, and foreign tax credit claims. Our expertise ensures accurate reporting of global income under U.S. tax laws.
Business Formation
We guide entrepreneurs through business entity selection (LLC, corporation, etc.) and regulatory compliance. This includes tax ID applications, document preparation, and structuring strategies to establish legally sound, tax-efficient businesses while avoiding common startup pitfalls.
People
July Claussen Frescas
Founder / Enrolled Agent
July founded BR Financial & Tax Services in 2008 after transitioning from corporate finance. As an IRS-licensed Enrolled Agent and Certified Acceptance Agent, she holds a Bachelor's in Accounting and is pursuing a Master's in Taxation. She specializes in expatriate taxes and IRS dispute resolution.
Carolina Claussen
Tax Consultant
Carolina brings over 15 years of finance experience, including expertise in financial planning, auditing, and tax compliance. She is preparing for her Enrolled Agent license and holds advanced degrees in Economics and Financial Management from Brazilian institutions.
Andre Luis Claussen Gandarillas
Tax Preparer
Andre Luis, a retired Electrical Engineer with MBAs in Project Management, provides tax preparation services. He holds credentials as a U.S. Tax Preparer and teaches graduate-level engineering courses, combining technical precision with tax compliance expertise.
Questions
What tax services do you offer for expatriates?
We handle foreign income reporting, FBAR filings, and Form 2555 applications to ensure compliance for U.S. citizens living abroad.
Can you represent me during an IRS audit?
Yes, our IRS-licensed Enrolled Agents provide full representation for audits, collections, and appeals to resolve disputes professionally.
How does your online bookkeeping work?
We use cloud-based platforms like QuickBooks Online for remote access to real-time financial data and reporting from any location.
Are your services available internationally?
Yes, we serve U.S. citizens abroad and expatriates through secure digital tools without requiring in-person visits.
Do you assist with starting new businesses?
We provide entity selection guidance, tax ID applications, and compliance documentation to streamline business formation and avoid pitfalls.
