ADVISORY SERVICES
We offer ongoing advisory consultations to help you stay informed, organized, and prepared throughout the year. Available to all tax clients, these sessions are perfect for general tax questions, business guidance, monthly or quarterly reviews, mid-year or end-of-year planning, personal budgeting, and navigating life or business changes that may impact your taxes.
Whether you need clarity, strategy, or support, we’re here to provide expert guidance tailored to your situation — all year long. Billed at $250/hr, available in-person, via Zoom, or call.
Whether you’re launching a new venture or leveling up an established one, our business advisory services provide the guidance you need at every stage. From entity selection and our comprehensive 1-Day New Business Intensive, to ongoing support for daily operations, financial management, and long-term planning, we help you build a stronger, more resilient business.
Our advisory services cover:
• Starting and structuring your business
• Streamlining day-to-day operations
• Identifying and avoiding common business pitfalls
• Accountable plans and reasonable compensation analysis
• Forecasting, budgeting, and cash-flow planning
• Strategies for growth, scaling, and sustainability
We combine practical insight with tax-smart strategy to help you make informed decisions and confidently move your business forward.
We offer comprehensive bookkeeping services for both individuals and businesses to keep your financial records accurate, organized, and IRS-ready. From tracking income and expenses to maintaining clean ledgers and categorizing transactions, we help ensure your books stay compliant and your financial picture remains clear year-round.
Accurate bookkeeping isn’t just good practice — it’s essential. The IRS requires taxpayers to maintain complete and reliable financial records to support all income, deductions, and credits reported on tax returns. Proper bookkeeping reduces audit risk, prevents costly errors, and provides the foundation you need for tax planning, budgeting, and business growth.
Already have a bookkeeper? We are happy to assist with setups, audits, and adjustments too!
Stay compliant, confident, and in control with bookkeeping support tailored to your needs.
Our tax resolution process is designed to bring clarity, compliance, and peace of mind to anyone facing IRS or state tax issues. We guide you through a structured, four-phase system to uncover the problem, correct it, and reach the best possible outcome.
Phase 1: Consultation
We begin with a detailed discussion of your tax issue, reviewing notices, letters, and any supporting documents to understand the scope and urgency of your situation.
Phase 2: Investigation & Analysis
Next, we contact the IRS or state agency on your behalf, gather account transcripts, and analyze your full tax picture. This allows us to identify the root causes, potential penalties, and all available resolution options.
Phase 3: Compliance
Before pursuing a resolution, all filings and payments must be current. We bring you back into compliance by preparing missing returns, correcting past filings, and ensuring your tax obligations are up to date.
Phase 4: Resolution
Finally, we negotiate and implement the most favorable resolution available — such as payment plans, penalty relief, or other tax relief programs — to help you move forward with confidence.
This phased approach ensures transparency, accuracy, and a strategic path toward resolving your tax issues efficiently and effectively.