
Our Services
Expert Tax Help from Licensed Professionals
You Can Rely On

Tax Representation
If you’re being contacted by the IRS, we step in to represent you directly. You won’t have to call, write, or negotiate on your own—we manage the entire process and speak to the IRS on your behalf. Whether you owe taxes or are being audited, our representation helps you stay protected and informed throughout.
Services include:
- IRS communication and case management
- Offer in Compromise (OIC) preparation and submission
- Installment Agreement (payment plan) negotiation
- Penalty abatement and interest reduction
- Tax lien and levy assistance
- Wage garnishment release
- Audit response and representation

Tax Preparation
Accurate tax filing is the foundation of financial security. We prepare and file returns for individuals, families, and small businesses with a focus on compliance, accuracy, and personalized service. If you’ve missed past years or need to correct something, we’ve got it covered.
Services include:
- Federal and state income tax returns
- Small business returns (Schedule C, 1065, 1120, etc.)
- Back tax return filing
- Multi-year and multi-state filings
- Amended returns and corrections

Tax Consulting
Not sure what a notice means? Wondering what steps to take next? We provide expert guidance tailored to your situation, so you can make smart, confident decisions. From reviewing IRS letters to evaluating your financial exposure, we break it all down in plain language.
Services include:
- IRS notice and letter review
- Explanation of tax balances and assessments
- Personalized strategy for resolution or next steps
- Self-employment and independent contractor tax advice
- Tax impact guidance for major life or business changes

Tax Planning
Tax planning helps prevent surprises and ensures you’re making the most of every opportunity to reduce what you owe. We help individuals and small businesses make proactive decisions throughout the year, not just at filing time.
Services include:
- Year-round planning and forecasting
- Quarterly estimated tax calculations
- Withholding and W-4 planning
- Business entity structure advice (LLC, S-Corp, etc.)
- Deduction and credit optimization
- Investment and retirement tax strategy
