Our Specialties
Individuals
Our team is committed to developing a trusting relationship with each client to determine how we can serve them best. For some, it may be simple tax preparation. For others looking beyond tax preparation, it may be assisting with an IRS notice or learning the benefits of an educational savings account. Every individual has different needs and our firm is prepared to serve them.
Businesses
As a business owner, you need objective and timely feedback to operate and grow your company. Our approach with business owners is to keep things simple. Much of the information a business owner needs to strategize growth can be found in the accounting. Our team has a broad knowledge base to advise you on strategic decisions you must make for the future of your business.
Tax Resolution
When the IRS or a state revenue department suspects or detects an issue, your notice or letter will explain the reasoning. Do not give your credit card or bank account information to someone calling or emailing you claiming they are the IRS. The IRS does not contact tax payers through email, text, or social media.
If you receive a letter from the IRS, call us right away so we can help you determine the legitimacy of the notice. If action is needed, we will help you resolve the issue and avoid it in the future.
Troubled Companies
Unfortunately, businesses need to file for bankruptcy. Our firm is prepared to assist with Chapter 7, 11, and 13 bankruptcy situations and can provide referrals for bankruptcy counsel. If you find yourself unable to handle your debts, give us a call so we can help you find the right protection for your situation.