SERVICES

From Back Taxes to Better Plans, We've Got You Covered

TAX RESOLUTION:

Fix Back Taxes & Unfiled Returns

Stop the letters and late fees. Get current fast - with a clear plan you can sustain.

WHAT WE HANDLE:

  • Back taxes & unfiled returns

  • Payment plans & penalty relief

  • IRS notices, liens, levies, audits

  • Amended returns & wage garnishments

HOW IT WORKS:

  • Assess - We review notices, transcripts, and filings.

  • Stabilize - File missing returns, stop the bleeding, set relief options.

  • Resolve - Negotiate terms and lock a timeline you can keep.

TAX PREPARATION:

Clean, Accurate Filing

File on time, avoid April shocks, and keep more of what's yours.

WHAT WE HANDLE:

  • Personal & business returns (1040, Schedule C, 1120-S, 1065, etc.)

  • Year-round guidance (not just April)

  • Credits & deductions reviewed by a former IRS pro

  • E-file, e-sign, secure doc handling

HOW IT WORKS:

  • Collect - Upload docs through our secure system or bring them in.

  • Prepare - We complete your return and flag savings opportunities.

  • Review & File - You approve, we e-file, and set you up for next year.

FILE THE RIGHT WAY

TAX ADVISORY:

Small-Business Tax Planning

Build a legal, proactive plan that can save $10K-$30K+ every year.

WHAT WE HANDLE:

  • Entity choice & reasonable compensation (LLC vs S-Corp)

  • Accountable plan & documentation (audit-ready)

  • Home, vehicle, travel, and family employment (done right)

  • Retirement stacking (Solo 401(k), SEP, SIMPLE, DB)

  • Quarterly rhythm: payroll, estimates, cash flow

HOW IT WORKS:

  • Baseline - We analyze last year and your goals.

  • Blueprint - You get a plain-English savings plan with steps and templates.

  • Implement - We help set it up and keep it humming quarterly.

OTHER SERVICES:

Back-Office, Handled.

Everything you need to keep numbers accurate so your time stays focused on growth.

Set up. Keep current. File.
We configure or clean up, maintain monthly, and submit what's due - without last-minute scrambles.

WHAT'S INCLUDED:

  • Monthly reconciliations & categorization

  • Bookkeeping

  • Auditing

  • Management Reports

  • Invoicing/AR support

  • Light AP/bill pay

  • Payroll setup & filings

  • Sales-tax registration & returns

  • Cleanup/catch-up

WHO IT'S FOR
Individuals who want tidy records year-round and small businesses that need dependable books, payroll, and sales-tax handled.

Not sure where to start?

Book a free 15-minute discovery call. We'll route to Resolution, Preparation, or Advisory - fast.