SERVICES

Explore our lines of services.

Tax Compliance

Tax preparation involves compiling financial records, completing tax forms, and submitting them to the relevant tax authorities. This is often a seasonal service around tax deadlines.

Services Provided:

Client provides all documents
Gathering financial documents (W-2s, 1099s, receipts, etc.)
Completing and filing federal, state, and local tax returns
Ensuring compliance with current tax laws and regulations
Filing for extensions if needed
Providing copies of filed tax returns for records
Basic tax advice on how to handle specific forms and situations

Tax Accountant

Includes tax compliance. Involves more comprehensive expert insights, strategies and ensures accuracy in more complex tax situations. Slight bookkeeping may be involved in order to ensure efficiency of services.

Services Provided:

In-depth analysis of financial records and statements
Handling more complex tax situations (e.g., businesses, investments, multiple income sources)
Representation before the IRS in case of audits
Detailed record-keeping and organization
Assistance with payroll taxes, sales taxes, and other specific taxes
Customized tax solutions based on individual and/or business needs

Tax Planning

Tax planning is a proactive approach to managing and reducing tax liabilities throughout the year, not just during tax season. It involves developing strategies to optimize tax outcomes year 'round.

Services Provided:

Comprehensive review of financial situation and future plans
Investment planning to maximize after-tax returns
Retirement planning and contributions to tax-advantaged accounts (e.g., IRAs, 401(k)s)
Estate and gift tax planning
Charitable giving strategies
Business structuring and planning
Review and adjustment of strategies as laws and circumstances change
Bookkeeping included

Accounting

Services can be tailored to meet the specific needs of different clients, ranging from small businesses to large corporations and individual taxpayers. These are Accountant serviced bookkeeping services.

Services Provided:

Quickbooks Online acct
Transaction Recording
Bank Reconciliation
Fixed Asset Management
Financial Statement Preparation/Reporting
Budgeting assistance
Inventory Management
End of Year preparation
Compliance and Regulatory Support
Data entry and organization

Tax Resolution

Specialized assistance to individuals and businesses facing tax-related issues with federal, state, or local tax authorities. Services are designed to resolve disputes, negotiate settlements, and ensure compliance with tax laws.

Services Provided:

Consultation & Case evaluation
- Review of case to determine if correct amount owed
Tax debt settlement
- Settle debt for less than owed
Penalty Abatement
- Penalty and interest forgiveness
Innocent Spouse Relief
- Relief from joint tax liability
Tax Return Amendments
- Correct errors in previous tax returns filed
Offshore Account Reporting
- Assist in disclosing offshore accounts

Other Services

In addition to the core services associated with tax preparation, taxes done by an accountant, and tax planning, there are several "other" services that can be provided to address various financial and tax-related needs.

Services Provided:

Consulting Services
Payroll Services
Personal, Business & Entrepreneurial Growth Coaching
Fractional CFO Services
- Great for small-mid sized businesses
Business Advisory
- Help improve business performance
International Tax Services
- Open business in USA Or other country
ITIN application & Renewals
- Individuals with no SSNthat need to file or report income in the US