With some foresight and smart tax planning we can help formulate recommendations and solutions to minimize your tax liability.  We are able to advise you on how to maximize legitimate deductions, exclusions and allowances as defined by the Internal Revenue Code for your benefit.  Our recommendations can be implemented for clients ranging from individuals to large corporations.  We can prepare and file all of your federal, state, individual, partnership or corporate income tax returns in a timely manner.

We recognize that receiving a letter advising that you have been selected for an examination can be extremely stressful.  Your return may be selected for an audit for many different reasons and does not suggest there was a mistake during preparation or that you are dishonest.  We can effectively assist in helping you to respond by organizing your information, representing you before government taxing authorities (such as the Internal Revenue Service) and ensure that you pay only your fair share of tax.

Finding yourself in a situation where you owe the correct amount of tax but cannot pay the tax immediately can be disheartening.  Every taxpayer has a different set of facts and circumstances and we can find a solution to fit your unique situation.  We can assist you in setting up an installment agreement, negotiating an extension to pay, getting you into a currently not collectible status or submitting an offer in compromise.

Many small business owners equate cash flow with profitability and do not find out where they actually stand until a year later at tax time.  If you want to know your numbers sooner we can help you on a monthly basis while there is time for some smart tax planning or to adjust course if necessary.  Our accounting and concierge services are offered on a monthly basis to select small businesses and households.

You’ve grown your business to the point where you need a Chief Financial Officer for some consistent and sound professional financial management.  We offer CFO and business consulting services that can assist you with the financial aspects of your business.  We understand that your time can be spent more effectively growing your business and meeting with new clients instead of handling your tax and accounting issues on your own.