Expert Tax & Accounting Services
Comprehensive solutions backed by former IRS experience. From individual tax preparation to business services and audit representation—we deliver results with integrity and expertise.
Individual Tax Preparation
Starting at $200
Navigate the complexities of individual tax preparation with confidence. Our comprehensive tax services ensure you maximize every deduction while maintaining full compliance with federal and state regulations. Whether you have a simple W-2 return or complex investments and rental properties, our expertise guarantees accurate filing and optimal tax outcomes.
We go beyond basic tax preparation by providing strategic tax planning advice throughout the year. Our proactive approach helps you make informed financial decisions that minimize your tax liability legally and ethically. From investment strategies to retirement planning, we ensure your tax strategy aligns with your financial goals.
With our former IRS agent experience, you gain insider knowledge of tax law interpretation and audit triggers. We prepare your return with the same scrutiny the IRS would apply, ensuring accuracy and defensibility while securing every dollar you're entitled to save.
What's Included
Comprehensive benefits with every engagement
Core Services
- Federal & State tax returns
- Deduction optimization
- Tax planning strategies
- Amended returns
Additional Benefits
- Personalized tax strategy sessions
- Maximum refund guarantee
- Free amendment if IRS finds an error
- Year-round tax planning advice
- Prior year review included
- Electronic filing with tracking
Business Tax Services
Starting at $500
Your business deserves tax services that understand the unique challenges of entrepreneurship. We provide strategic tax planning and preparation tailored to small businesses, partnerships, S-corps, and C-corporations. Our comprehensive approach minimizes tax liability while ensuring full compliance across all jurisdictions where you operate.
From entity selection guidance to quarterly tax planning, we help you structure your business for optimal tax efficiency. We stay current with changing tax laws, credits, and deductions specific to your industry, ensuring you never miss an opportunity to reduce your tax burden. Our proactive communication keeps you informed of tax implications before you make major business decisions.
Our former IRS experience means we understand exactly how business returns are reviewed and what red flags to avoid. We prepare your returns to withstand scrutiny while maximizing legitimate deductions, giving you peace of mind and the confidence to focus on growing your business.
What's Included
Comprehensive benefits with every engagement
Core Services
- Corporate tax returns
- Partnership & LLC filings
- Quarterly estimated taxes
- Multi-state compliance
Additional Benefits
- Entity structure optimization
- Quarterly tax planning meetings
- Multi-state tax compliance
- Section 179 & bonus depreciation analysis
- R&D tax credit evaluation
- Industry-specific deduction strategies
Bookkeeping & Payroll
Starting at $300/month
Accurate financial records are the foundation of sound business decisions and stress-free tax seasons. Our bookkeeping and payroll services provide you with organized, up-to-date financial information that empowers you to make informed decisions. We handle the day-to-day details so you can focus on what you do best—running your business.
Our monthly reconciliation services ensure your books are always audit-ready. We generate clear, actionable financial statements that give you real-time visibility into your business performance. From cash flow analysis to profit margin tracking, our reporting helps you identify trends and opportunities before they become critical.
Payroll processing can be complex and time-consuming, with serious penalties for errors. We manage every aspect—from calculating wages and withholdings to filing payroll tax returns and year-end forms. Our QuickBooks expertise means seamless integration with your existing systems and training to help you understand your financial position.
What's Included
Comprehensive benefits with every engagement
Core Services
- Monthly reconciliation
- Financial statements
- Payroll processing
- QuickBooks setup
Additional Benefits
- Monthly financial statement delivery
- Bank & credit card reconciliation
- Accounts payable/receivable management
- Full-service payroll with tax filing
- QuickBooks setup and training
- Financial dashboard access
IRS Audit Representation
Starting at $150/hour
Facing an IRS audit or tax notice can be intimidating, but you don't have to face it alone. As a former IRS agent, I know exactly how audits work from the inside. I provide aggressive representation that protects your rights while resolving issues efficiently. My insider knowledge gives you a significant advantage in achieving favorable outcomes.
From the moment you receive an IRS notice, we take control of all communications. You won't speak to the IRS unless absolutely necessary—we handle everything on your behalf. We thoroughly review your return, gather supporting documentation, and develop a defense strategy based on tax law and precedent. Our goal is to minimize additional tax, penalties, and interest while resolving the matter as quickly as possible.
Beyond audit defense, we negotiate payment plans, penalty abatement, and offer in compromise settlements when appropriate. If you owe back taxes, we explore every option to resolve your tax debt affordably. Our experience navigating IRS procedures means we know what works and what doesn't, saving you time, stress, and money.
What's Included
Comprehensive benefits with every engagement
Core Services
- Audit defense
- Notice responses
- Payment plan negotiation
- Penalty abatement
Additional Benefits
- Former IRS agent representation
- Complete IRS communication handling
- Document preparation and review
- Payment plan negotiation
- Penalty abatement requests
- Offer in compromise evaluation
Service Questions?
Common questions about our tax and accounting services
When should I start working with a CPA?
The best time is now! Year-round tax planning prevents surprises and maximizes savings. Even if tax season has passed, proactive planning for next year can significantly reduce your tax burden.
Do you work with clients remotely?
Yes! We serve clients nationwide through secure video calls, e-signatures, and encrypted document sharing. You get the same personalized service without geographical limitations.
What makes your services different?
Former IRS agent experience gives us unique insight into tax law interpretation and audit procedures. We know what the IRS looks for and how to prepare returns that withstand scrutiny while maximizing legal deductions.
Can you review my previous tax returns?
Absolutely. We offer prior year reviews to identify missed deductions and ensure accuracy. If we find errors, we can file amendments to claim refunds or correct issues before the IRS does.
Ready to Get Started?
Schedule your consultation today and discover how our expertise can save you time, money, and stress. With former IRS experience and personalized service, you're in capable hands.