If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

TAX SERVICES (Individual and Business)



Tax Services (Individual and Business)

Tax Preparation

No one is required to pay more to the IRS than the law dictates, but many people do. Tax preparation can be a time-consuming, frustrating process and mistakes can end up costing hundreds of hours and thousands of dollars. This is especially true for small business owners and individuals with multiple sources of income. We will thoroughly review your federal, state, and other taxes and make sure you receive all the credits and deductions to which you are entitled. You’re an expert in your field. Let our tax experts save you time and money by preparing and filing your tax returns.

Ask us about:

  • Individual tax Returns
  • Corporation tax Returns
  • S Corporation “S” Tax Returns
  • Partnership/LLC Tax Returns
  • Estate and Fiduciary Tax Returns
  • Nonprofit Tax Returns
  • Amendment of Prior Returns
  • State and Local Taxes (SALT)
  • Sales Tax
  • International Taxes
  • Tax Returns for Expatriates and Foreign Nationals
  • Other Misc. Returns, Schedules, and paperwork

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Tax Planning

Did you know that you may be able to significantly reduce the amount of taxes you owe? Our goal is to help you keep as much of your earnings as is legally possible. We remain up to date on the latest changes to the Internal Revenue Code and can find ways to save you money regardless of the size of your income or business. Here are just a few of the methods we use to lower your taxes.

  • Entity Structure – Proper business structuring is essential to reducing taxes.
  • Income Redistribution – Redistribution of income to various family members or business entities is a useful method.
  • Finding More Deductions – There may be deductions you can take that will increase tax savings.
  • Deferral of Income or Expenses – Spreading income or expenses over several years often allows for huge tax savings.
  • Investment Choice – Certain investments are exempt from taxes.

You’ve worked hard for your money and although most of us do have to pay taxes, no one should have to pay more than is required by law. Tax planning is the key to minimizing your tax liability. Let us help you keep your money and keep it working for you instead of the IRS.

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Tax Problems

There are many issues that can arise between taxpayers and the IRS. If you are facing an audit, lien, or wage garnishment your future and reputation are at stake and you should take immediate action. But going it alone can be a time-consuming nightmare and sometimes result in a worse outcome. Our associates are uniquely qualified to resolve your tax problems and represent your best interests before the IRS and all other tax authorities.

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IRS Audit Representation
Have you received a Notice of Audit and Examination Scheduled from the IRS? An IRS audit is a review of an organization’s or individual’s accounts to ensure information is being reported correctly. Ignoring an audit usually means the IRS files your return for you and you end up paying much more. An IRS audit is a serious situation, but with experienced help most tax difficulties can be resolved. You don’t have to face an audit alone. Our associates are qualified to represent you before the the examination division of the IRS. Oftentimes we can save taxpayers many times the cost of representation and quickly bring the audit to a close.

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Unfiled Returns
If you have neglected to file a tax return from a previous year or years you should do so immediately–even if you think you can’t pay. The penalties and interest you may face for not filing a return are often much worse than if you file but do not pay in full. In other words, you have nothing to gain by not filing tax returns except hefty fines and possible jail time. We have the expertise you need to straighten out your misunderstanding with the IRS. Once we have filed your missing returns, we can help you work out a payment plan or an Offer in Compromise. Please note that the IRS will not accept any payment arrangement or revoke a lien or levy until all delinquent tax returns are filed. Contact us today to learn more about filing your overdue tax returns.

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Back Taxes Owed
Have you filed your tax returns every year, but not payed all the tax you owe? Maybe you just didn’t have enough money at the time and planned to pay more later. Unfortunately, the penalties and interest that are added to back taxes greatly increase how much you will ultimately owe the government. If you are delinquent on your taxes and haven’t yet heard from the IRS, you soon will. The IRS may place a lien on your property or a levy on your bank accounts or wages. The potential damage from unpaid back taxes can be financially ruinous, but it is often avoidable. We can help you assess your tax debt options and negotiate a workable payment plan with the IRS. Unpaid back taxes is a problem that rarely goes away on its own. Contact us today and resolve your tax liability issues.

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Payroll Taxes Owed
Falling out of compliance with IRS payroll regulations can destroy your business. Not only that, it can ruin your personal finances. Perhaps you’ve gotten behind on payroll taxes through an oversight or a temporary lack of funds. Whatever the reason, it is important to note that the IRS pays particular attention to small businesses that fall behind on their employees’ federal withholdings. If the IRS decides that your business has violated payroll tax rules it may come after your personal bank accounts and assets–even if your business files for bankruptcy protection. If you have received correspondence from the IRS about payroll issues, you need experienced representation now. Let our tax experts help you resolve your payroll tax issues so you can get back to running your business.

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A federal tax lien arises shortly after the IRS makes an assessment of your tax and sends you a demand for payment. A Notice of Federal Tax Lien lets your creditors know the IRS has a claim against all your property–including property you may purchase in the future. Once the lien arises, the IRS generally will not release it until the taxes, penalties, and fees are paid in full. But there are actions you can take. If you contact us immediately, we may be able to file an appeal with the IRS and have your lien reconsidered. Our tax experts will thoroughly examine your situation to see if you qualify for a payment or penalty reduction. We can find out if the Statute of Limitations has expired or if your finances allow you to file as Currently Not Collectible. Failing these, we will diligently work to set up a payment plan with the IRS and get the lien revoked.

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Levies and Seizures
Levies and liens are often confused, but they are actually quite different. A lien secures the government’s interest in your property when you don’t pay your tax debt. A levy actually takes the property to pay the tax debt. If you don’t pay or make arrangements to settle your tax liability the IRS can levy, seize and sell any type of personal property that you own or have an interest in. Even your retirement accounts and home are fair game. If you have received a Notice of Intent to Levy please contact us immediately. There is a brief time period where we may be able to appeal the process and negotiate a workable payment plan before the levy even begins. Levies are best understood by examining their primary asset targets.

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Wage Levy (Wage Garnishment)
A Wage Levy occurs when the IRS sends a Notice of Levy to your employer demanding that he or she send a portion of your paycheck to the IRS. If your employer fails to comply, they could be held responsible for your tax debt. A wage levy is extremely unpleasant. The IRS usually gets the bulk of your paycheck until your taxes are paid off and your relationship with your employer is put under a great deal of stress. If your wages are being garnished, you need help now. Our tax experts will work with you to arrange a payment plan with the IRS that is far more tolerable than having your regular paycheck docked.

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A Seizure is a levy on your property. The IRS can take your car, boat, jewelry, etc.–sometimes even your home–and then auction off your possessions to pay your taxes, interest, and penalties. If the IRS has notified you that they are going to seize your assets, you still have some legal rights concerning your property. Our associates will walk you through all the available options. You may qualify for an Offer in Compromise, Innocent Spouse Relief, or, if you are under severe financial duress, Currently Not Collectable. If the IRS has already taken your property, we can request an Asset Levy Release–it may be possible to get your possessions back. Please contact us today for more information.

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Offer in Compromise
An offer in compromise allows you to settle your tax debt for less than the full amount you owe. It may be a legitimate option if you can’t pay your full tax liability, or if doing so would create a financial hardship. The IRS will generally approve an offer in compromise when the amount offered represents the most it can expect to collect within a reasonable period of time. But the Offer in Compromise program is not for everyone. We will analyze your financial situation to see if you are eligible. If you do not qualify for an offer in compromise, we can recommend other payment options that will resolve your tax debt.

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Innocent Spouse Relief
Many married taxpayers file a joint tax return because of the benefits this filing status allows. Unfortunately, the opposite is also true. If you filed a joint return with your spouse or former spouse, you may be held liable for the taxes, interest, and penalties–even if it was your spouse who earned the income and/or claimed improper deductions or credits. This is true even if a divorce decree states that your spouse will be responsible for any amounts due on previously filed joint returns. If the IRS is holding you responsible for your spouse’s or former spouse’s fraud or negligence, we can help. Our experienced representatives will quickly determine if you qualify for tax relief and then negotiate with the IRS for the outcome most favorable to you.

There are three types of relief available.

  1. Innocent Spouse Relief  By requesting innocent spouse relief, you can be relieved of responsibility for paying tax, interest, and penalties if your spouse did something wrong on your tax return.
  2. Separation of Liability Relief  Under this type of relief, you divide the additional tax owed from your joint return, plus penalties and interest, between you and your spouse (or former spouse).
  3. Equitable Relief  If you do not qualify for innocent spouse relief or separation of liability, you may still be relieved of responsibility for tax, interest, and penalties through equitable relief.

Don’t be the victim of someone else’s mistakes or dishonesty. Contact us today to see if you qualify for Innocent Spouse Relief or other IRS tax relief programs.

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Obtain Your IRS File (Freedom of Information Act)
The Freedom of Information Act, or FOIA, gives any person the right to access their IRS file. Knowing what the IRS has in your file is a great place to start when resolving a tax issue. Furthermore, it is probably as important to find out what the IRS does not know about you as it is to see what they do have in your file. We will make a discreet request for your information from the IRS so as not to draw undue attention to any tax liability. After we acquire your IRS file, we will explain it to you in layman’s terms, as well as recommend a course of action that will set you on the road to ending your tax controversy.

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Estate Planning

No one likes to dwell too long on their own death or the impact it will have on their loved ones. A sad situation is made much worse, however, when a will is contested or no thought has been given to taxes. Estate planning allows you to take action now to ease the burden of your relatives when you pass away. It also assures that your assets will be distributed per your instructions. Our consultants are ready to discuss your concerns about your estate and design an estate plan tailored to your unique circumstances. We will review and update all relevant documents such as wills, power of attorney, and health care directives and assure their legality by coordinating with other estate planning professionals when necessary. We will recommend trusts or insurance that protect your wealth and minimize taxes. Estate planning is not everyone’s favorite topic, but a bit of work now will relieve any worries you may have about the future and make a hard time for your family much less difficult.

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Business Consulting Services

Managing a business can feel like a constant sprint from one crisis to the next. Maybe you have ideas about the next big move for your business, but spending hours on your own taxes is taking up all of your “spare” time. We can help. All of our services are tailored to the particular needs and size of your business. Whether it’s bookkeeping, consulting, payroll, or so much more, we can help you realize your vision by giving you the time to focus your expertise where it should be–on your core products and services.

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Business Entity Formation and Advisory

Launching a business takes courage and vision. Sustaining and growing your new venture is even more difficult. Our associates have the know-how to guide you through every step involved in setting up a new business. With your input, we will create a business plan that will articulate your goals and chart a course towards their fulfillment. We will discuss funding requirements and quantify your assets to facilitate financing and attract investors. Whether it be sole proprietor, partnership, LLC, or S or C corporation, we will help you select the entity structure that will best encourage market share and minimize taxes. Our consultants will help you obtain required licenses, permits, and your Federal EIN number. There are other concerns such as payroll, insurance, and accurate bookkeeping to put in place. And our firm does not abandon you once your business is up and running. We truly want to remain your go-to tax advisers as you encounter new opportunities to grow your business.

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Small Business Tax Consulting

While every business has a different focus, there are some commonalities shared by all that succeed. Accurate, informed business data is a key element of that success. Our experienced Tax Advisers excel at all aspects of business taxes. Here are a few of the services we provide. We offer them on a monthly, quarterly, or annual basis.

  • Reconcile bank statements to the cash account of your business’s general ledger.
  • Create income statements for set periods that will track revenue, costs of doing business, and the net profit/loss of your business.
  • Create a balance sheet that will give you a snapshot of your business’s financial position at a particular time.
  • Examine your general ledger to detect inconsistencies and then correct missing and/or erroneous information.
  • Offer expert financial consulting. Whether you are preparing for a loan, contemplating expansion, questioning a tax liability, or resolving other issues we are here to help. Not only do we compile, correct, and interpret your business’s financial information, we also offer an experienced tax perspective so you can make informed financial decisions and prosper in today’s competitive  business environment.

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Payroll processing can be time-consuming, time-sensitive, and fraught with dangerous tax implications. Payroll laws frequently change and vary from state to state. Hiring in-house employees to process your payroll is expensive, but doing it yourself takes up time that could be spent managing your business. We believe we have a better solution with our affordable payroll service. Our knowledgeable staff will implement and administer a payroll system specifically tailored to the needs of your business. First, we will discuss your payroll preferences. Frequency of paychecks, employee benefits, workman’s comp, taxes, and other important issues will all be taken into account. Then we will set up a payroll system that will generate checks, reports, and all relevant information for tax and employment authorities. We also file all quarterly and annual payroll tax returns and paperwork, making tax-time far less stressful. Contact us today to learn more about our payroll solutions.

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Audits, Reviews, and Compilations

Three levels of increasingly stringent financial reporting are used to verify a business’s finances: compilation, review, and audit. Oftentimes, creditors or investors demand a third party appraisal of your business’s financial standing or you may require an independent evaluation of your business when making important decisions. We can help you decide which level of financial reporting is the right one for your business.


An audit provides the highest level of assurance. Our Tax Advisers examine your books and a sampling of transactions. We review internal controls, inspect inventories, and conduct other verifications. If any financial reporting issues are found our Tax Advisers recommend the best solutions for your business. When the process is complete, we offer our reasonable assurance as to the veracity of your financial statements.


Though not as thorough as an audit, a review will still satisfy the requirements of many interested third parties. To conduct a review, we make inquires and analyze your financial statements. We offer our limited assurance that there are no inconsistencies in your statements and confirm their validity according to accepted accounting procedures.


We will compile the financial data you provide us into accepted financial statement formats. A compilation does not provide assurance, but is a useful tool for internal purposes and does satisfy some third parties. As with an audit or review, we will point out any problems we may observe in your records and advise accordingly.

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Cash Flow and Budgeting Analysis

Cash is the lifeblood of a business. Many a profitable business with large assets and loyal customers has had to halt services because of a cash crisis. Our Tax Advisers can help you create optimal liquidity for your business by constructing a sound, flexible budget based on a thorough cash flow analysis. Here’s how we do it. We track income, spending, and debt for your business through previous cycles and make recommendations as to their realignment. We explore refinancing options and/or untapped sources of revenue that may increase the availability of cash on hand. We scrutinize your spending to discover redundancies and inadequate cost control. From this data we create a budget that syncs expenses to income and maximizes liquidity. Let us help you stabilize your cash flow so your business can whether day to day financial fluctuations and increase its long-term profitability.

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Business Valuation

Do you know what your business is worth? Sure, given time most small business owners could come up with a figure based on tangible assets–equipment, buildings, etc. But what about the loyal customer base you’ve built up over the years? Do you own any patents? Should the future earnings of your business be a factor in determining its worth? As you can see, business valuation is more than just adding up the numbers. If you are selling a business, considering a merger, seeking a loan, resolving a dispute, or facing any number of other major decisions, you need to know the value of your business. We can help. Our valuation specialists use the latest techniques to assign a meaningful figure to your business based on assets, what the market will bear, and income potential. Our goal is to provide you with a real-world, data-driven valuation so you can make the best decision for the future of your business.

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Business Planning & Consulting

Are you starting or buying a business? Perhaps you want to expand and need to convince the bank that your business is a good investment. Do you feel like you need to hire more employees, but are not sure if you can afford them? Many entrepreneurs have powerful ideas that never see the light of day because of unforeseen setbacks and red tape. That’s why we offer professional business planning and consulting. We help you get a clear picture of where your business is financially. Then, with your input, we craft a plan that takes all the variables into account–potential customers, financing, competition, staffing, tax implications–these are just a few of the items we will explore. Sometimes, rather than long-range planning, a business simply requires expert advice and know-how in order to resolve some pressing issues. That’s where our financially-based business consulting is of real value. Whatever the challenges you may face, we will work with you to create a practical plan that will overcome obstacles and achieve your vision.

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Exit and Succession Planning

If you have built a business, you are no stranger to hard work and planning. In fact, you may have worked so hard that you’ve had little time to think about your own retirement. Creating a strategic exit plan will make the transition to the next phase of your life much easier–for both you and your employees. A good exit plan starts with an analysis of the business owner’s goals and then creates a strategy to assure their realization. There are numerous topics to consider. When do you want to leave the business? What is your business worth and how much money will you need to support your family? What will happen to your employees? There are tax, charity, and inheritance questions to think about, as well as your legacy to the community. One of the most pressing concerns is whether you plan to sell your business outright or turn it over to the next generation. If you want your business to continue, then you need a succession plan. Succession planning can be the most important part of your exit strategy, especially in a family-run business. We can help you develop a succession plan and/or a general exit plan that is fair to all participants, has a targeted timeline, and maximizes the value of the business.

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Small Business Bookkeeping

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Each month or quarter we’ll do the following things for you…

  • Reconcile your bank account
  • Generate an income statement
  • Generate a balance sheet
  • Clean up your general ledger
  • Provide unlimited consultations

These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.

Bank Reconciliation

Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.

Having us reconcile your account each month allows you to…

  • Identify lost checks, lost deposits and unauthorized wire transactions.
  • Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.
  • Detect and prevent embezzlement of funds from within your company.
  • Know how your business is doing? You can’t really know unless all accounts are reconciled and properly accounted for on your financial statement.
  • Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you.
  • Protect yourself. By timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks presented to your bank and paid by that bank, you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank. This reason to reconcile alone should be enough. Crime exists.
  • Sleep Better. You will sleep more peacefully at night knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for.

Income Statement

An income statement, otherwise known as a profit and loss statement, basically adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period.

An income statement allows you to…

  • Track revenues and expenses so that you can determine the operating performance of your business.
  • Determine what areas of your business are over-budget or under-budget.
  • Identify specific items that are causing unexpected expenditures. Like phone, fax, mail, or supply expenses.
  • Track dramatic increases in product returns or cost of goods sold as a percentage of sales.
  • Determine your income tax liability.

Balance Sheet

A balance sheet gives you a snapshot of your business’ financial condition at a specific moment in time.

A balance sheet helps you…

  • Quickly get a handle on the financial strength and capabilities of your business.
  • Identify and analyze trends, particularly in the area of receivables and payables. For example, if your receivables cycle is lengthening, maybe you can collect your receivables more aggressively.
  • Determine if your business is in a position to expand.
  • Determine if your business can easily handle the normal financial ebbs and flows of revenues and expenses?
  • Determine if you need to take immediate steps to bolster cash reserves?
  • Determine if your business has been slowing down payables to forestall an inevitable cash shortage?

Balance sheets, along with income statements, are the most basic elements in providing financial reporting to potential lenders such as banks, investors, and vendors who are considering how much credit to grant you.
Maintaining a Clean General Ledger

The general ledger is the core of your company’s financial records. These records constitute the central “books” of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.

Having us review your general ledger system each month allows us to hunt down any discrepancies such as double billings or any unrecorded payments. Then we’ll fix the discrepancies so your books are always accurate and kept in tip top shape.

Unlimited Consultations

We are always available to spend time with you so you fully understand how to interpret and utilize the financial information we provide. Our consultations are already included in our price, so please feel free to call us whenever you have a question or concern.

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If you’d like to receive a Free Consultation on any of our services,

Call (281) 369-4489 today to schedule an appointment!