Return preparation, planning, and representation for Individuals, Business, Trusts & Not-for-Profits

A new, advanced process to the approach to prepare your tax returns quickly and accurately and ensuring protection from increased IRS aggressive actions (States too) –

Form 1040 & with Sched C/others, 1120S, 1065, 1120, and 990 with State & Local

My commitment is to –

Minimizing taxes while complying with tax requirements to avoid the increased presence of the IRS, minimize audit risk and ensure you are covered for any IRS or State letter or audit.

Specializing in personal and business returns with special attention to those who have a “pass-through” to achieve your tax and therefore your financial goals.

Combined tax preparation, planning and getting you questions answered, before and after the filing.

How does this work –

1.Understand your circumstances, what has changed and what are your goals.

2.Act before the year end to minimize your tax liability.

3.Easy document collection and communication.

4.Quick and accurate preparation of your return including personal reviews.

5.Protection & coverage if the IRS or state authorities do come after you with –

a.$1,000,000 in audit and letter protection from taxing authorities.

b.Representation from me and an affiliate team of Attorney’s and CPA’s.

c.Identity theft and fraudulent return restoration.  Up to $1M in support.

d.$2,500 in penalty, interest, and tax repayment for honest mistakes.

6.Plan for future tax years to continue to meet the commitments with year around advice and basic planning at no additional charge.

All at No Additional Cost

Plus offering additional services to meet your needs.

• Business entity selection
• Business consulting and coaching
• Financial analysis, budgeting, strategies and business sale or purchase
• Fractional CFO services for business that have a need but not a full time one.
• Referrals to a network of attorneys, bookkeepers, payroll, IT, insurance, and financial planning