● Thorough review and accurate preparation of individual tax returns.

● Assistance in claiming eligible deductions and credits to optimize your tax benefits.

● Expert advice on tax-saving strategies tailored to your specific financial situation.

● Guidance on tax implications for various personal financial transactions, including investments and property sales.

● Assistance in navigating complex tax laws and regulations to ensure compliance and minimize potential audit risks.

● Comprehensive management of small business tax returns, ensuring compliance with industry-specific tax regulations.

● Customized tax planning strategies to help your business maximize deductions and minimize tax liabilities.

● Expert guidance on structuring your business to take advantage of available tax benefits and incentives.

● Assistance in understanding and meeting tax obligations related to employee payroll, benefits, and business expenses.

● Support in addressing tax implications of business expansion, acquisition, or dissolution to ensure a smooth transition and minimal tax exposure.

● Step-by-step guidance in selecting the appropriate business entity structure based on your specific business goals and needs.

● Assistance in preparing and filing the necessary documentation for business formation, including articles of incorporation and operating agreements.

● Expert advice on the legal and tax implications of different business structures to help you make informed decisions.

● Guidance on compliance with state and federal regulations for business formation and ongoing operations.

● Support in obtaining the necessary tax identification numbers and licenses to ensure a seamless and compliant business launch.

● Regular maintenance of accurate and organized financial records, including income, expenses, and accounts receivable/payable.

● Customized financial reporting to provide insights into your business financial performance and assist in making informed business decisions.

● Assistance in implementing efficient bookkeeping systems and software tailored to your business needs.

● Reconciliation of financial statements to ensure accuracy and identify any discrepancies or potential issues.

● Timely preparation of financial reports and statements for tax filings, audits, and business analysis purposes.

● Comprehensive analysis of your financial situation to develop personalized short- term and long-term tax planning strategies.

● Evaluation of investment options and financial decisions from a tax perspective to optimize tax efficiency and minimize tax burdens.

● Assistance in identifying and leveraging available tax credits, deductions, and exemptions to maximize your overall tax savings.

● Proactive guidance on potential changes in tax laws and regulations to help you stay ahead of the curve and adjust your financial strategies accordingly.

● Regular reviews and updates of your tax planning strategies to ensure they align with your evolving financial goals and changing tax regulations.

● Thorough analysis of your tax situation to develop a customized resolution plan tailored to your specific financial circumstances.

● Representation and communication with tax authorities on your behalf to negotiate feasible payment plans and settlements.

● Guidance on the eligibility and process of applying for an offer in compromise to potentially reduce your overall tax liabilities.

● Assistance in seeking abatements for penalties and interest, helping to alleviate the financial burden caused by outstanding tax obligations.

● Ongoing support and monitoring to ensure compliance with the agreed-upon resolution plan and to prevent any future tax-related issues.

● Preparation and organization of all necessary documentation and records required for the audit process.

● Representation and communication with tax authorities throughout the audit to ensure your rights are protected and respected.

● Comprehensive review of audit findings and recommendations for potential courses of action to address any discrepancies or issues.

● Guidance on responding to audit inquiries and requests to facilitate a smooth and efficient audit process.

● Ongoing support and advice to help you implement any necessary changes or adjustments following the audit to prevent future compliance issues.

● Evaluation of your IRS-related issues and development of a strategic plan to resolve any outstanding disputes or concerns.

● Representation and communication with the IRS on your behalf to address tax- related notices, audits, or collections.

● Assistance in negotiating feasible installment agreements or payment plans to help you manage and resolve outstanding tax liabilities.

● Guidance on navigating the IRS appeal process, including the preparation and submission of necessary documentation to support your case.

● Dedicated support and advocacy to protect your rights and interests throughout the IRS resolution process, ensuring a fair and just outcome.