Second Tax Opinion
An independent second-look service built for clients who want clarity before filing, amending, responding, or relying on prior tax work.
- High-trust independent review
- Ideal before filing or amending
- Clear next-step findings
GATE
Enrolled Agent licensed to practice before the IRS
Strategic Tax, Business Formation, and NRI Advisory
GATE - Global Accounting & Tax Experts helps business owners, professionals, real estate investors, NRIs, startups, and global families make smarter tax, business, compliance, and advisory decisions through strategic planning, entity structuring, IRS support, and cross-border coordination.
IRS Enrolled Agent
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Tax Strategy
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Business Formation
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NRI Advisory
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Real Estate Tax
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Cross-Border Advisory
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IRS Enrolled Agent
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Tax Strategy
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Business Formation
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NRI Advisory
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Real Estate Tax
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Cross-Border Advisory
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Our Core Service Divisions
Delivering specialized accounting, tax, compliance, cross-border advisory, and business solutions through expert teams, smart systems, and streamlined global workflows.
Rightly Incorporated
A standout formation pathway for founders who want entity setup, elections, and compliance planning aligned from day one.
- Business formation with tax awareness
- Useful for founders and NRIs starting U.S. entities
- Structured intake and next-step setup
IRS Notice Defense Support
Structured guidance for IRS notices, penalty letters, balance-due concerns, and compliance inquiries that need a calm, timely response.
- Notice review and issue identification
- Response timeline and documentation planning
- Clear next-step support before escalation
Tax Strategy & Advisory
We help individuals, business owners, investors, and professionals evaluate tax risks, identify planning opportunities, and develop stronger tax structures.
- Tax planning
- Tax return review
- IRS notice assistance
- Tax transcript diagnostics
- Audit readiness review
Rightly Incorporated
Build your business the right way from the beginning with formation, documentation, compliance awareness, and tax-oriented structure.
- LLC formation guidance
- Corporation formation guidance
- EIN assistance
- S-Corp election guidance
- Operating agreement coordination
GATE NRI Desk
Specialized U.S.-India advisory services for NRIs, OCI holders, Indian-origin families, investors, and businesses expanding across borders.
- NRI tax review
- Foreign asset reporting guidance
- FBAR and FATCA review
- U.S.-India tax coordination
- Indian property and U.S. tax issues
Why Clients Choose GATE
Integrated advisory support across tax, business, and cross-border decisions.
GATE combines IRS representation, strategic tax planning, business formation guidance, NRI advisory, and AI-enabled knowledge systems into one integrated advisory platform.
IRS representation by an Enrolled Agent licensed to practice before the IRS
Direct representation with a process built for notices, exams, and high-stakes tax conversations that need clarity and control.
Tax strategy and planning focus
Forward-looking planning that connects entity structure, timing, compliance, and cash-flow decisions before problems compound.
Business formation and entity structuring
Practical guidance on choosing and shaping the right entity so legal setup, tax treatment, and growth plans stay aligned.
NRI and U.S.-India advisory services
Cross-border advice designed to reduce confusion across jurisdictions, residency issues, reporting duties, and family financial planning.
Real estate investor tax guidance
Tax-aware support for acquisition, ownership, and disposition decisions so investors can move with more confidence and fewer surprises.
IRS notice and tax resolution support
Calm, structured response planning for notices, unresolved balances, and sensitive tax situations that require disciplined follow-through.
Author-led, research-driven approach
Advice shaped by writing, teaching, and research discipline so recommendations are easier to understand, compare, and act on.
U.S. and India coordination capability
An integrated perspective for clients navigating families, businesses, assets, and tax responsibilities across both countries.
Signature Systems
Proprietary GATE Solutions
Tax Transcript Forensics ™
A detailed review of IRS transcripts to identify filing gaps, penalty issues, income mismatches, compliance risks, and planning opportunities.
Structural Tax Review ™
A strategic review of entity structure, income flow, business setup, compensation, tax exposure, and long-term planning alignment.
IRS Notice Defense Support ™
Guidance for clients who have received IRS notices, penalty letters, CP2000 notices, balance due letters, or compliance inquiries.
NRI Tax Risk Review ™
A specialized review for NRIs and global Indian families with foreign accounts, Indian assets, U.S. tax obligations, business income, rental income, or cross-border family transactions.
Rightly Business Formation Package ™
A guided formation service for new businesses that want to start with proper documentation, entity clarity, compliance awareness, and tax orientation.
Meet the Founder
Anil Malhotra, EA
Enrolled Agent licensed to practice before the IRS | Author | Educator | Tax Strategist | Founder of GATE
- Decades of tax, business, teaching, writing, and strategy experience
- Author of multiple tax and business publications
- Focus on IRS matters, tax planning, business formation, NRI advisory, and education-driven advisory systems
- Based in California with India coordination
Who We Serve
Built for You
Business owners
Real estate investors
Franchise owners
NRIs and OCI holders
Indian-American families
Medical professionals
IT consultants
Startups and entrepreneurs
Self-employed professionals
Content creators
Coaches and consultants
Educators and authors
Families seeking wealth and tax clarity
Ready to Build Smarter Tax and Business Systems?
Whether you are responding to an IRS notice, starting a business, managing NRI tax issues, or reviewing your entity structure, GATE can help you take the next step with clarity and confidence.