CALL US 619-544-1985 Ext. 102    /    EMAIL mhaack@haackinternational.com

HAACK & COMPANY INTERNATIONAL

TAX & BUSINESS CONSULTING

EXPERIENCE COUNTS

CONNIE L. LEXIN

Ms. Lexin, an accomplished hands-on professional with 40+ years of experience in management, tax and accounting in a wide variety of industries including manufacturing, healthcare, real estate development and management, food services, retail sales, insurance and other service related industries. Provides personal and corporate financial services in tax preparation, accounting and business consulting. Highly methodical and detail oriented, piloted successful outcomes in audits and representations. Structured and managed the overall operations and financial controls for a manufacturing facility producing highly technical flexible circuit boards. Ms. Lexin graduated with a B.S. in Management from Pepperdine University.

At Haack & Company International, you’ll find professionals who understand what it means to move at “business speed”. With experts fluent in the language of domestic and worldwide business, our team won’t slow you down.

Mark E. Haack

JD LL.M.
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Mark E. Haack

Mark Haack is a tax attorney with forty years of expertise in international tax, real estate, closely held businesses and family partnerships and client representation before the IRS, including the International Division and Large Case Advisory Group; the Franchise Tax Board, and appeals to California Tax and Fee.

Mr. Haack is licensed to practice before the United States Tax Court. His background includes Director of Tax Operations at Touche Ross (Deloitte & Touche) and he has been a partner with Caims, Haack, Eng & Applegate for 10 years where he served as principal member serving tax engagements. Mr. Haack received his undergraduate degree in Business Administration with a specialty in Finance from Loyola Marymount in Los Angeles, CA, a Juris Doctorate degree from Southwestern University School of Law and a LL.M. in Taxation from the University of San Diego.

Stephen P. Marshall

CPA
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Stephen P. Marshall

Mr. Marshall has over thirty five years of experience in public accounting, primarily in tax related functions. In the spectrum of tax practice, Mr. Marshall has had a strong focus on representation matters, including representing clients before the United States Tax Court and before District Counsel. Other areas of his practice include corporate income tax, business reorganizations, international taxation of inbound and outbound transactions and multistate sales and use tax law. Mr. Marshall graduated with honors from the University of California Irvine.

George B. Georgiades

CPA
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George B. Georgiades

Mr. Georgiades has thirty five years of experience in accounting and auditing, including seven years with Ernst & Young. He also has acted as a consultant to midsize public accounting firms with diversified client bases. He has conducted peer reviews of other public accounting firms under the American Institute of Certified Public Accountants’ practice monitoring program.

Mr. Georgiades is an author of several accounting and auditing guides and has been the executive editor of several accounting publications published by Harcourt Brace. Mr. Georgiades is a Cum Laude graduate of the University of Toledo, Ohio.

Dean Sage

JD LL.M.
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DEAN SAGE

Mr. Sage is an experienced tax attorney with a special focus on tax controversy representation and business consulting. He has counseled clients through entity formation, organizational structure, dissolution, and every business stage in between. Practicing law for over a decade, Dean has managed an expansive array of tax controversy issues for individual and corporate clients alike. While he works routinely with the IRS, he has also represented taxpayers before state and local taxation entities. He has counseled clients on navigating sales tax issues across all fifty states.

Dean is admitted to practice law in California and before the United States Tax Court. Dean graduated from UCLA with both College and Provost’s Honors. He earned a Masters of Entrepreneurship, graduating with distinction, from the University of Otago in Dunedin, New Zealand. Dean received his Juris Doctor from the University of Michigan Law School before completing his LL.M. in Taxation from the University of San Diego School of Law, where he was awarded the Richard A. Shaw scholarship for academic achievement. Dean was named one of San Diego’s “Best New Attorneys” in the Tax Section of The Recorder, and was listed in the San Diego Business Journal’s “Best of the Bar” edition.

Connie L. Lexin

EA
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Kay Chung

CPA
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KAY CHUNG

Kay Chung has over twenty years of experience as a public accountant, having worked for companies in wholesale and manufacturing to local CPA firms. In addition to traditional accounting work, she also has experience preparing tax returns for small businesses and individuals. She studied accounting at San Diego State University and earned her Master’s degree in Accountancy with a concentration in taxation.

Ian Macdonald

CPA
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IAN MACDONALD

Ian graduated from Santa Clara University in 2012 with a B.S.C. in Accounting. He has spent his entire career in public accounting where he has assisted numerous clients with a variety of tax and accounting matters. His experience covers every aspect of the tax, accounting, and financial spectrum. For almost a decade, he has assisted numerous individuals and businesses with tax planning strategies and tax preparation.

He has worked with businesses and entrepreneurs on bookkeeping and accounting assistance in varying degrees. He has assisted various individuals and businesses in reaching their goals.

Linda K. Clukey

Administrative Assistant/Bookkeeper
WHAT WE DO

Haack & Company International specializes in helping domestic and foreign companies navigate through the labyrinth of complex and ever-changing U.S tax laws, business customs and regulations.

Having worked with large closely held private companies, from inception throughout significant growth to the present, Haack & Company International has the resources and the creative solutions to handle your business requirements.

INTERNATIONAL

TAX

INTERNATIONAL TAX

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International Law

  • Planning for foreign international real estate projects in the U.S. and foreign investors doing business in the U.S.
  • Review for transfer pricing rules and regulations.
  • Capital gains tax planning for foreign investors in the U.S.
  • Review of contracts between foreign companies and U.S companies to maximize tax advantages and minimize tax liability.
  • Tax planning to minimize tax liability in both the U.S.
  • Individual tax planning for effectively connected U.S. trade or business income.
  • Tax planning for non-resident aliens doing business in the U.S.
  • Tax planning for both sides of the border to minimize tax liability in the U.S.
  • Tax projections and cash flow modeling for year-end planning in the U.S.
  • Individual income tax and trust reporting and taxation in the U.S. and home country.

    • INTERNATIONAL TAX

    COMPLIANCE

    INTERNATIONAL TAX COMPLIANCE

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    International Tax Compliance

  • Tax disclosures and planning and reporting for resident aliens doing business in the U.S.
  • Tax planning for real estate investment in the U.S. including tax withholding and reporting rules for resident and non-resident aliens doing business in the U.S.
  • Estate and gift tax planning for non-resident aliens.
  • Tax and financial planning for foreign business including income tax reporting, employment tax reporting, sales tax reporting, and litigation representation and support for non-resident aliens doing business in the U.S.
    •

    IRS

    AUDIT

    IRS AUDIT

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    IRS Audit

    • Tax representation for all IRS audit matters, including individual, corporate, partnership, trust, estate and employment tax.
    • Represent clients before the IRS from initial contact through the United States Tax Court.

    FTB, EDD & CDTFA

    REPRESENTATION

    FTB, EDD & CDTFA REPRESENTATION

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    FTB, EDD & CDTFA Representation

  • Tax representation for all FTB audit matters, including individual, corporate, partnership, trust, estate and employment tax.
  • Tax representation for EDD employment tax matters.
  • Tax representation before California Tax and Fee Administration.

    • MULTISTATE REPRESENTATION

    REPRESENTATION

    MULTISTATE REPRESENTATION

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    Multistate Representation

    Multistate tax representation for domestic multi-state matters, including individual, corporate, partnership, trust, estate and employment tax.

    BUSINESS TAX

    CONSULTING

    BUSINESS TAX CONSULTING

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    Business Tax Consulting

    • Valuable resource to plan, structure and build proper foundation for the most effective functional business model.
    • Reorganization planning
    • Tax-free exchange planning requirements
    • Growth strategy adoption
    • Depreciation planning
    • Corporate liquidation and dissolution
    • Coordination of related closely held businesses
    • Impact of tax upon proposed transactional planning
    • Litigation support planning

    TAX

    COMPLIANCE

    TAX COMPLIANCE

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    Tax Compliance

    Prepare, consult, review and represent all tax return compliance, including individual, corporate, partnership, trust, estate and employment tax.

    Tax Compliance

    Prepare, consult, review and represent all tax return compliance, including individual, corporate, partnership, trust, estate and employment tax.

    George B. Georgiades

    Mr. Georgiades has thirty five years of experience in accounting and auditing, including seven years with Ernst & Young. He also has acted as a consultant to midsize public accounting firms with diversified client bases. He has conducted peer reviews of other public accounting firms under the American Institute of Certified Public Accountants’ practice monitoring program.

    Mr. Georgiades is an author of several accounting and auditing guides and has been the executive editor of several accounting publications published by Harcourt Brace. Mr. Georgiades is a Cum Laude graduate of the University of Toledo, Ohio.
    OUR AFFILIATES

    San Diego based software design and development company that focuses on providing custom and innovative solutions for medium to large companies.

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