Our services

Getting the most out of your income and finances

No matter your path in life, one thing is common: it will involve money. Here is how we help you keep more of it and plan further ahead.

Tax Preparation

Individual, partnership, S-corp and corporate returns prepared with careful documentation. We ask the questions that surface deductions others miss, and we file on time, every time.

Individual returns
Business returns
Multi-state filings
Prior-year catch-up

Tax Planning

Planning happens before December, not in April. We model the impact of decisions — equipment purchases, owner pay, retirement contributions, entity changes — while there is still time to act.

Year-round projections
Entity and compensation strategy
Retirement & education savings
Estate and gifting considerations

IRS Problem Resolution

Notices, audits, back taxes, liens and payment arrangements handled with the IRS directly, so you are not the one on the phone trying to interpret their letters.

Notice and audit response
Back taxes and unfiled returns
Installment agreements
Penalty abatement requests

Outsourced CFO & Business Advisory

Part-time CFO support from someone who has held the role. We help owners understand margins, manage cash flow, build forecasts and make confident decisions about growth.

Cash flow management
Budgeting and forecasting
Pricing and margin review
Growth and exit planning

Not sure which service you need?

Tell us what is going on and we will point you in the right direction.

Get in touch