IRS Problem Resolution

  • skilled in client services
  • client representation


  • work closely with entrepreneurs as their businesses change and grow
  • advise on acquisitions, cash flow projections, potential expansion
  • business turnarounds; from low points to success
  • up-to-date accounting software technology
  • Certified QuickBooks Pro Advisors

Strategic Business Alliances

  • evaluate business-to-business relationships for clients
  • research to find networking and business-to-business options
  • originating financing opportunities

Business Valuations

  • selling and acquiring businesses
  • investment options, potential growth
  • gifting and estate tax purposes
  • shareholder disputes
  • divorces

Client Communications

  • keeping clients aware of tax changes
  • breaking new ground with technology information
  • quarterly consulting sessions

Financial Statement Preparation

  • business compilations
  • personal financial statements

IRS Problem Resolution

  • business
  • personal
  • trusts
  • gifts
  • payroll
  • estates
  • non-profit organizations

Tax Returns

  • Return preparation, planning, and compliance for Individuals, Trusts, Corporations, Partnerships, LLCs, S Corps, Etc.
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