Support that fits your next step.

A strong foundation.

Tax preparation & planning

Move through tax season with a clear plan. We help individuals and businesses organize their filings and consider the tax impact of upcoming decisions.

Bookkeeping & write-up

Give your books the attention they deserve, with support that keeps pace as your business grows.

Payroll services

Make payroll a more manageable part of running your business, with help navigating reporting and ongoing responsibilities.

Accounting software selection & implementation

Choose and set up accounting tools that fit the way your business works.

Business consulting

Talk through important business decisions with a partner who takes time to understand your priorities.

Business entity selection

Understand how your business structure connects with your tax and financial goals.

Estate & trust tax preparation

Receive thoughtful support for estate and trust tax matters, coordinated with your legal counsel where appropriate.

Financial analysis

Turn financial information into a useful starting point for planning and decisions.

Financial statements

Get help preparing financial reports for your business and its stakeholders.

IRS representation

Understand your notices and the next steps for addressing tax authority inquiries.

Management advisory services

Work through operational questions and plans for your business’s next chapter.

Let’s find a way forward.

Every situation deserves a careful review. Available relief and outcomes depend on your individual facts and applicable requirements.

Back taxes owed

Review unpaid balances and discuss possible paths forward.

Currently Not Collectible / hardship status

Discuss whether financial hardship may affect your collection options.

Injured spouse relief

Get help reviewing a joint refund applied to a spouse’s separate debt.

Innocent spouse relief

Explore whether relief may be available for liabilities arising from a joint return.

IRS audit representation

Prepare for an examination with support reviewing requests and records.

Obtain your IRS file (Freedom of Information Act)

Get help requesting and understanding information in your IRS file.

Offer in compromise

Review whether a settlement request may fit your circumstances.

Penalty / interest abatement

Discuss whether the facts of your situation support a request for relief.

Statute of limitations

Review relevant dates and how they may affect your options.

Tax representation & resolution

Build a plan for responding to tax notices and resolving outstanding issues.

Let’s talk about what you need.

A question, a new business, or a tax concern—we’re here to listen.

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