tax planning and filing
Do you plan or do you just report?
We’re not the right fit for everyone. What we do is break up your tax filing payments into bite size monthly chunks and then add several planning sessions throughout the year. Remember, when the ball drops on New Years Eve, the time for planning is over - so plan ahead and keep more of your money!
bookkeeping
Knowing your business numbers
We have a combined over 40 years of bookkeeping experience. Not only do we know where things go, but we can also teach you how to read your financial statements, how to let those reports become powerful tools for you as the business owner, and how to prepare those reports to make tax filings super simple when the time comes.
audits and appeals
Coordinated strategies
Being admitted to the US Tax Court, and registered with the IRS makes fighting IRS decisions that much easier and efficient. Bottom line, it keeps your costs down and you are always aware of the ways a case can turn.