Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
IRS and State Collection Representation
With extensive experience working for and with the Internal Revenue Service we can represent you before the Collection and Examination Divisions of the Internal Revenue Service or your State Taxing Authority. We have an in-depth knowledge of their programs and can help you successfully navigate their processes to provide you with the most advantageous outcome.
IRS Fresh Start Initiative
The Internal Revenue Service’s Fresh Start initiative makes it easier for individual and small business taxpayers to pay back taxes and avoid tax liens. The Fresh Start initiative fundamentally changes IRS Collection practices. Let us help you take advantage of this initiative.
Wage or Bank Levy
A levy is a legal seizure of your property to satisfy a tax debt. Levies actually takes your wages, bank accounts or other property to satisfy your tax debt. If the levy is causing an immediate economic hardship the levy may be released. We can work with the IRS Representative who has levied your wages or bank accounts to arrange alternative means to satisfy you tax debt.
Installment Agreement
If you’re financially unable to pay your tax debt immediately, you can make monthly payments through an installment agreement. As long as you pay your tax debt in full, you can reduce or eliminate your payment of penalties or interest, and avoid the fee associated with setting up the agreement.
Currently Not Collectible
If you cannot afford to pay any of your tax debt due to economic hardship then the Internal Revenue Service can stop the collection of your tax debt. This is not something the IRS advertises but we can help you prove your economic hardship and get may get you case reported currently not collectible.
IRS Tax Lien Withdrawal/Release/Subordination
A federal tax lien is the government’s legal claim against your property when you neglect to pay a tax debt. The IRS files a public document, the Notice of Federal Tax Lien, to alert creditors that the government has a legal right to your property. This lien negatively impacts your credit rating. We have expertise dealing with Liens and I may be able to help you get your tax lien withdrawn, released, or subordinated.
Audits, Reviews, and Compilations
Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.
Bookkeeping/Write-Up
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.
Business Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Financial Analysis
When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action. Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Audit Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Sales Tax Services
State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.