Services

We are a full-service virtual firm, providing everything from day-to-day bookkeeping to high-stakes IRS representation. We are your expert, accessible, and stress-free financial partner.

• Tax Resolution

  An IRS notice doesn't have to be a crisis. We step in to communicate directly with the IRS and state authorities on your behalf. We are experts at resolving nagging tax issues and finding the best possible outcome.

  • IRS/State Notice Response

  • Back Tax Settlements

  • Offer in Compromise (OIC)

  • Installment Agreements

  • Penalty Abatement

  • Tax Lien & Levy Release

• Audit Support & Representation

  Never face an auditor alone. We provide comprehensive audit support from start to finish. We’ll review your records, prepare all correspondence, and represent you before the examiner, ensuring your rights are protected and your return is defended with expertise.

  • IRS & State Audit Representation

  • Correspondence Audit (e.g., CP2000) Support

  • Document Review & Strategy

  • Audit Reconsideration

• Tax Return Preparation & Filing

  Precision, accuracy, and strategic insight for all your filing needs. We handle complex returns for individuals and businesses, ensuring you're compliant and optimized.

  • For Individuals: Complex 1040s, multi-state returns, high-net-worth individuals, investment & real estate income.

  • For Businesses: S-Corps (1120-S), Partnerships (1065), and C-Corps (1120).

• Comprehensive Tax Planning

  The best tax strategy happens all year, not just in April. We work with you to develop a proactive plan to legally minimize your tax liabilities, forecast your tax position, and make smart financial decisions for yourself and your business.

  • Year-Round Tax Strategy

  • Business Entity Selection

  • Tax-Saving Projections

  • Retirement & Succession Planning

Ready to solve your tax problem for good? Schedule Your Consultation.

• Bookkeeping Services

  Stop spending your nights and weekends buried in spreadsheets. Our virtual bookkeeping service keeps your finances meticulously organized and up-to-date, freeing you to focus on running your business.

  • Monthly Bank & Credit Card Reconciliation

  • Transaction Categorization

  • Cloud Accounting Software Management (e.g., QuickBooks Online)

  • Accounts Payable & Receivable

• Accounting & Financial Reporting

  Go beyond simple bookkeeping. We turn your raw data into actionable intelligence. We prepare, analyze, and help you understand key financial reports so you can see the true health of your business.

  • Monthly & Quarterly Financial Statements (P&L, Balance Sheet, etc.)

  • Budget vs. Actual Analysis

  • Cash Flow Management

  • Controller-Level Oversight