Services
What we do
Business & Individual Consulting
Business Consulting
We support businesses at every stage with strategic guidance and structure planning:
- Entity structure review and selection
- Business discovery assessments
- Tax Compliance system setup for new or growing businesses
- Identification and optimization of federal & state business credit and incentives
- Operational and financial strategy Advisory
Individual Consulting
We help individuals make confident, tax-efficient financial decisions:
- Tax-efficient planning for income, investments, and long-term goals
- Estimated tax planning and annual projection reviews
- Tax guidance for major life events (career changes, investments, major purchases)
- Financial organization and planning support
Tax Compliance Services
Business Tax Compliance
We handle federal and state filling requirements for all business structure to ensure accuracy and prevent penalties:
- Preparation of annual tax return for Sole Proprietorship, LLCs, Partnerships, S-Corps, C-Corporations
- Flow-through reporting and owner K-1 preparation
- IRS-compliant filling for all entity classifications
- Guidance on annual deadlines, extensions, and required documentation
Individual Tax Compliance
We help individuals including business owners and high-net-worth taxpayers stay current and complaint:
- Federal and state individual income tax preparation
- Late or Past due return filing
- Amended return preparation
- Quarterly estimated tax calculation and payment planning
Tax Resolution Services
- Help Individuals and Businesses with IRS Back Taxes
- Help Stop Wages Garnishments
- Tax Penalty Abatement
- Offer In Compromise
- Payroll Tax Resolution
- Installment Agreement
CPA Retainer Services
- Pay-For Access Retainer
- Time -Based Retainer
- Project-Based Retainer
- Deliverable-Based Retainer
