Services

We take the stress out of tax season by ensuring your filings are accurate, timely, and fully compliant with the latest IRS and state regulations. 

• Business & Individual Returns: We offer specialized filing for high-net-worth individuals, sole proprietors, LLCs, Partnerships, Corporations, and S Corporations.

• Amending Tax Returns: Filing errors happen, but they don't have to be permanent. We provide a comprehensive "Second Look" at your previously filed returns (up to three years back) to identify missed opportunities or compliance risks.

• Prior Year Filings: We close the gap on your tax history. We help individuals and businesses navigate the "catch-up" process with a structured, non-judgmental approach that stops the cycles of notices and penalties.

• IRS Representation: We stand between you and the IRS or state tax authority, handling audits and correspondence on your behalf.

• 1099 & Information Return Compliance: We handle the preparation and electronic submission to the IRS and state tax authorities and validate taxpayer identification numbers against IRS records to eliminate "mismatch notices".

Tax strategy is a year-round discipline, not an annual event. We partner with you throughout the year to engineer a roadmap that protects your wealth and optimizes your tax position well before year-end.

• Cadence-based Planning: We identify often overlooked strategic tax efficiencies through year-round financial reviews.

• Entity Structure Optimization: Ensuring your business is structured (LLC vs. S Corp) for maximum tax efficiency. 

• Succession & Estate Planning: Developing strategies to transfer wealth or business ownership with minimal tax impact.

• Tax-Loss harvesting: Coordinating with your investment portfolio to offset gains with strategic losses.

• Strategic Retirement Conversions: We provide a sophisticated analysis to help you decide when and how to move retirement assets into tax-free environments to eliminate future tax uncertainty and maximize the value of your legacy. Our expertise mitigates "stealth taxes" like the Net Investment Income Tax (NIIT) or higher Medicare premiums (IRMAA).

Compliance is the baseline, not the ceiling. We move beyond standard filing to offer advanced technical expertise engineered specifically for the complex events and unique challenges that define your financial trajectory.

• Client Accounting: We provide more than just a balance sheet. Our accounting services act as the "engine room" of your business, delivering real-time financial intelligence that allows us to execute your tax strategy with precision.

• New Business Formation & Structural Strategy: Choosing your business structure is one of the most significant tax decisions you will ever make. We provide a professional tax analysis, ensuring your business is optimized from the first dollar earned.

• Strategic Cash Flow Optimization: Profit is a theory; cash is a reality. Many profitable businesses struggle because their cash is tied up in accounts receivable, inventory, or debt. We provide the visibility and strategy needed for your business to fund growth, pay taxes, and reward its owners.