Areas of Practice

We want to simplify your life and maximize your return. This isn't just about data entry; it’s about strategy.

Tax Planning & Strategy: We minimize tax liability through disciplined, year-round planning.
Complex Filings: High-net-worth returns, multi-state filings, and investment income including stocks, crypto, and rental properties.
Compliance: We emphasize accuracy and strict adherence to the evolving tax code.
Personalized Support: We are available for questions throughout the year, not just in April, so please reach out if you have them.

If you are like most business owners, you care about two things: saving money and staying out of trouble.

Entity Selection: We can help advise you on the best structure (LLC, S-Corp, C-Corp) for tax efficiency.
Bookkeeping Integration: We can work with you to bridge the gap between your daily records and your year-end tax return.
Deduction Optimization: Identifying industry-specific deductions and credits that are often overlooked.
Payroll & Sales Tax: We know these are major pain points for small business owners, and can help you navigate through them; through us or our dedicated partners.

We represent you directly before the IRS and state authorities so you do not have to navigate the process alone.

Audit Representation: We will act as the primary point of contact with the IRS or state authorities.
Notice Resolution: We review IRS correspondence, identify the underlying issue, and respond appropriately on your behalf.
Back Taxes & Negotiations: Assistance with Offers in Compromise, installment agreements, penalty abatement, and other formal resolution programs.
Peace of Mind: We manage government correspondence and negotiations to reduce stress and protect your financial interests.