Proactive tax planning and projections
Individual and business tax compliance
IRS correspondence and resolution support
Entity structuring and optimization
Ongoing advisory to minimize liabilities and improve after‑tax cash flow
Tax Compliance
Offers in Compromise
Cash flow analysis and forecasting
Budgeting and financial planning
Profitability and performance analysis
Strategic decision support for owners
Financial clarity to support growth and scaling
Bookkeeping review and oversight
Monthly and quarterly financial reports
General ledger and reconciliation support
Financial statement review for decision‑making