From the owner: Former IRS talent. Zero IRS nonsense.
Individual & Business…read moreTax Preparation
From basic W-2s to “why does my return have its own zip code?” complex, we handle it. 1040, 1120, 1120-S, 1065, estates, trusts — all the returns other preparers pretend not to see.
IRS Representation & Controversy Support
We bring 50+ years of combined IRS experience — examining huge corporations, leading promoter and preparer investigations, and helping write exam policy. Now we use that insider knowledge to steer clients through audits, notices, payment plans, and interest/penalty messes without the meltdown.
Small & Mid-Sized Business Support
We build real financial systems so your business stops living on spreadsheet fumes. Accounting setup, QuickBooks Online & Payroll, monthly bookkeeping, and fractional CFO support (projections, growth models, KPIs — the stuff that actually keeps you afloat).
Accounting Systems & Cleanups
If your books look like a crime scene, we rebuild charts of accounts, workflows, payroll systems, projections, and give honest entity-selection guidance.
Estate, Gift, Trust & High-Wealth Planning
Form 706, Form 709, trusts, executors — we speak fluent “wealth transfer” so you don’t have to.
Small Business Planning
Tax strategy, quarterly planning, year-end cleanup, startup support, contractor vs. employee issues, disaster relief — basically, everything you wish someone had told you sooner.
