Solutions

IRS representation for individuals and businesses facing back tax debt, unfiled returns, payroll tax issues, audit examinations, Trust Fund Recovery Penalty assessments, and active collection actions. Services include transcript analysis and case investigation, Installment Agreements, Offers in Compromise, Currently Not Collectible status, Penalty Abatement, Innocent Spouse Relief, audit and examination representation, lien and levy release, and multi-year non-filer compliance. We work directly with the IRS on your behalf to resolve the matter, protect your assets, and restore you to good standing so you can move forward with confidence.

Tax preparation, individual tax services, business tax services, corporate tax services, small business tax services, tax compliance, state and local tax, tax compliance for nonprofits, payroll tax compliance and reporting, tax education, and sales tax.

Monthly client accounting services, financial statement preparation, fractional CFO support, ongoing bookkeeping, tax planning integration, budgeting and forecasting, financial analysis, cash flow management, cost control and expense management, financial risk management, and accounting software implementation. Built as recurring engagements that give business and nonprofit leaders the financial clarity needed to make confident, well-informed decisions.

Business plans, business registrations, 501(c)(3), bylaws, operating/management agreements, business strategy, innovation, problem solving, and more.

Financial statement audits for nonprofit organizations under $750,000 in annual revenue, financial statement reviews, compilations, agreed upon procedures, internal control evaluations, and audit readiness support for governmental and nonprofit entities preparing for their independent audit. Our attest practice is intentionally focused, allowing us to deliver thorough, well-documented work for organizations that value precision and accessibility from their CPA firm.