AAPL$0.00+0.00 (+0.00%)|NVDA$0.00+0.00 (+0.00%)|TSLA$0.00+0.00 (+0.00%)|MSFT$0.00+0.00 (+0.00%)|CRYPTOBTC$0.000000+0.00 (+0.00%)|CRYPTOETH$0.000000+0.00 (+0.00%)|AAPL$0.00+0.00 (+0.00%)|NVDA$0.00+0.00 (+0.00%)|TSLA$0.00+0.00 (+0.00%)|MSFT$0.00+0.00 (+0.00%)|CRYPTOBTC$0.000000+0.00 (+0.00%)|CRYPTOETH$0.000000+0.00 (+0.00%)|

What We Do

Comprehensive Tax & Accounting Services

From individual tax returns to complex forensic investigations, we bring 41+ years of expertise to every engagement.

01

Tax Preparation

Individual & Business Returns

We prepare accurate, compliant federal and state tax returns for individuals, sole proprietors, partnerships, S-corps, C-corps, and non-profits. Our team stays current on every tax law change so you never leave money on the table.

What's Included

  • Individual (Form 1040) and family returns
  • Business returns — S-Corp, C-Corp, Partnership, LLC
  • Non-profit and trust returns
  • Multi-state and international filings
  • Prior-year amended returns
02

Bookkeeping

Accurate Records. Clear Financials.

Sound financial decisions start with clean books. We handle your day-to-day transaction recording, bank reconciliations, accounts payable and receivable, and produce monthly financial statements that give you a real-time picture of your business.

What's Included

  • Monthly and quarterly bookkeeping
  • Bank and credit card reconciliation
  • Accounts payable & receivable management
  • Financial statement preparation
  • QuickBooks and cloud accounting support
03

Forensic Accounting

Fraud Examination & Financial Investigation

As a Certified Fraud Examiner and former IRS agent, our principal brings unmatched investigative depth. We uncover financial fraud, trace hidden assets, quantify damages, and provide expert witness testimony in litigation and regulatory proceedings.

What's Included

  • Fraud detection and investigation
  • Hidden asset tracing
  • Damage quantification for litigation
  • Expert witness testimony
  • Embezzlement and financial crime analysis
04

CFO Services

Strategic Financial Leadership

Growing businesses need executive-level financial guidance without the cost of a full-time CFO. We serve as your outsourced CFO — building financial models, managing cash flow, advising on capital structure, and guiding strategic decisions.

What's Included

  • Cash flow forecasting and management
  • Budgeting and financial modeling
  • Capital structure and financing advice
  • KPI dashboards and management reporting
  • Board and investor presentation support
05

Tax Planning

Year-Round Strategy for 2024 & Beyond

Proactive planning is the difference between paying what you owe and paying more than you should. We analyze your situation throughout the year, model multiple scenarios, and implement strategies that legally minimize your tax burden.

What's Included

  • Year-round individual and business tax strategy
  • Entity structure optimization
  • Retirement and investment tax planning
  • Estate and gift tax planning
  • International and expatriate tax planning
06

Tax Resolution

IRS Negotiation & Relief

Facing an IRS audit, back taxes, or collection action? As a former IRS agent, we know exactly how the agency operates — and how to negotiate on your behalf. We resolve tax debts, stop levies and liens, and reach settlements that protect your financial future.

What's Included

  • IRS audit representation
  • Offer in Compromise negotiation
  • Installment agreement setup
  • Penalty abatement requests
  • Levy and lien release assistance

Not sure which service fits your situation?

Schedule a complimentary 30-minute consultation and we will identify exactly what you need.

Book a Free Consultation