Services

We can help and monitor you to prepare your personal and business tax returns on time to avoid any penalties for late filing/paying and we know how the latest federal, state, and local tax legislation and other developments affect you and your business.

By Tax Planning, we will help you minimize your future tax liability and proactively manage both
your personal and business tax issues.

Our Tax Advisors approach every client with a total mindset-helping Individuals & Businesses assess the tax implications of their financial decisions to understand their total tax impacts through:

Arrangement of their financial situation to maximize tax breaks and minimize tax liabilities in a
legal and an efficient manner.

Reduction of tax liability and maximizing the ability to contribute to retirement plans.

Financial Planning to ensure that all elements work together to allow them to pay the lowest taxes possible.

Considerations of tax planning that include the timing of income, size, the timing of purchases,
and planning the expenditures.

Tax planning strategies that include saving for retirement in an IRA or engaging in tax gain-loss harvesting.

An IRS audit/collection actions can be an intimidating and complex process, we are here to help you if you and your business face an IRS audit, collection action, active Revenue Officers, Lien/s or levies, garnishments on your account/s and need to appeal or deal with any of this hard situation to resolve this Tax issues.

Review eligibility for IRS Fresh Start

With 10+ years of experience, we have seen it all. Our Tax Pros will do the work for you
by fighting with the IRS for your rights and getting the best resolution in your tax
issues through processing and helping you get all the necessary documentation in
order.

Settling your tax debt for a reduced amount (OIC)

Stop IRS Collections temporarily (CNC)

Setting up Installment Agreement for your debts to be paid off over time (IA)

Requesting Penalty Abatement (PA)

Estate & Trust tax could make a difficult time for your heirs, we can work with your legal
counsel to help you to structure your estate and trusts to minimize taxes and ensure
the ease of transition to your heirs.

Retirement planning is the helpful planning that makes you prepared for life after paid work ends
and it’s not just financially but in all other aspects of your life which are retirement goals,
estimation of the amount of money needed and investing. We can help to develop a retirement
plan for yourself and your employees.

Proper bookkeeping drives your company to success. By managing your accounts as
foundational accounting process, we can help your business to be organized and allow you to
stay up to date on your financials, and be compliant on your taxation ensuring to not miss a
due date for avoiding any tax issue also understand it’s really important function since a
company needs to know all of the money that will be going out.

In 2021 Congress passed the Corporate Transparency Act on bipartisan basic. This law creates a new beneficial ownership information reporting requirement to identifying information about the individual who directly or indirectly own or control a company, we help you to file the report on time and meet the deadline to avoid receiving any penalty.