What we do

Our Services

Comprehensive tax and accounting support for individuals and businesses — from preparing your annual return to representing you before the IRS and keeping your books current all year long.

Individual Tax Preparation

Personal federal and state returns prepared accurately and reviewed for every deduction and credit you deserve. From straightforward W-2 filings to complex schedules, we handle the details so you can file with confidence.

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Small Business Tax Preparation

Tailored tax preparation for sole proprietors, LLCs, S-Corps and partnerships. We organize your income, expenses and depreciation to minimize liability and keep your business compliant.

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Nonprofit Tax Preparation

Exempt-organization returns and compliance support for 501(c)(3) and other nonprofits. We help you protect your tax-exempt status while meeting federal and state filing requirements.

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Corporate & Partnership Tax Returns

Year-end corporate and partnership returns prepared with attention to multi-state issues, shareholder distributions and entity-specific elections. We align the filing with your broader business strategy.

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Audit Representation

Full IRS and state examination representation from document requests to resolution. As an Enrolled Agent, we can appear on your behalf and work to protect your rights throughout the process.

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Delinquency Negotiations

If you have unfiled returns or unpaid balances, we negotiate with the IRS and state agencies to establish a manageable path forward — including payment plans, penalty abatement and compliance planning.

Offers-in-Compromise

For taxpayers who cannot pay the full amount owed, we prepare and submit Offer-in-Compromise applications designed to settle tax debt for less than the balance due when you qualify.

Accounting & Monthly Bank Reconciliations

Monthly bookkeeping and bank reconciliation that keeps your accounts accurate and ready for tax time. Clean books mean fewer surprises, better decisions and stronger lender relationships.

Financial Statement Preparation

Profit and loss statements, balance sheets and cash-flow reports prepared for management, lending or tax planning. We present your numbers clearly so you can act on them.

Business Formation & Business Plans

Entity selection, state registration and business-planning guidance for startups and growing companies. We help you choose the right structure from day one for tax efficiency and liability protection.

CFO & Fiscal Agent Services

Fractional CFO and fiscal agent support for nonprofits, grant-funded organizations and growing businesses. Get financial oversight, grant compliance, forecasting and strategic guidance without building a full internal finance department.

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Why work with us

Expertise that matters when your finances are on the line.

Enrolled Agent

Federally licensed by the U.S. Department of the Treasury with unlimited rights to represent taxpayers before the IRS.

20+ Years of Experience

Two decades of hands-on tax, accounting and representation work for individuals and businesses across the metro area.

Ethical & Professional Standards

Continuing education, strict confidentiality and a commitment to accuracy — no shortcuts, no surprises.

Not sure which service you need?

Let's talk through your situation and recommend the right next step — no pressure, no obligation.