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Tax Services

Doesn't have to be Taxing

It's no mystery that big business receives tax benefits however did you know that with proper planning and placement these benefits are also available to small and mid-sized businesses? If we're honest, tax law is complex and the application can be equally complex. We're here to help you prepare, navigate, and safeguard your rights to legally lower your tax liability.

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Industries we have served and currently serve:

  • Nonprofits 

  • Creatives

  • Trucking (Short & Long haul)

  • Restaurants & Caterers

  • Boutique hostel / hotel

  • Travel Agencies & Host Agencies

  • Home health care services

  • Small Medical, Dental, and Therapist Groups

  • Daycare and adult daycare centers

  • General Contractors (Construction)

  • Rental Real Estate (Commercial and Residential)

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 15+ Years of  Practice

Request a Discovery Call

Our 45-minute discovery calls are conducted virtually via video conference. During the call we will discuss your needs, discuss service options and pricing, and together we will decide if we're an ideal fit. 

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We are a virtual firm, therefore 95% of our working relationship will be through our portal and other technology. 

Tax Debt Relief Services

Our team consists of Enrolled Agents who specialize in tax representation. We advocate on your behalf from notice to resolution; defending your rights and negotiating for the best possible outcomes. Services include:

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  • Spousal Relief

  • Tax Debt Relief

  • Trust Recovery Penalties

  • Letter Correspondence

  • IRS or State Audit Support

  • Filing of prior year returns

  • Negotiate with taxing authorities

  • Tax Levy on bank account or paycheck

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*Average retainer to begin services is  $2,500

Business Tax Services

We provide a full suite of business tax services for small to mid-sized  businesses designed to ensure you remain compliant, meet your goals and objectives, and prepare for life events. Services include: 

 

  • Tax Planning

  • Estimated Tax 

  • Sales Tax

  • State and local - special reporting

  • Foreign ownership reporting

  • Tax preparation for businesses

  • Individual Tax preparation - Shareholders, partners, members and their employees 

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*Tax Preparation service starting price is $550.

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