WHAT WE DO

For Individuals

• Tax preparation and filing (including complex situations)

• Proactive tax planning to reduce surprises and improve outcomes

• IRS notices, correspondence, and resolution strategy

• Representation before the IRS (as applicable)

For Small Businesses

• Business tax returns (1120S, 1065) and ongoing planning

• IRS & State Tax Problems Resolution and Representation

• Fractional CFO / controllership support (monthly or quarterly)

• Cash flow and profitability guidance to support smart decision-making

For Nonprofits

• Forms 990 preparation and compliance support

• Guidance that supports clarity, governance, and peace of mind