Available Services

Tax Preparation and Filing

Simplify tax season with a preparation process led by a former IRS auditor who understands exactly what the IRS looks for. We handle every detail—from gathering documents to accurate filing—so you can feel confident your return is complete, correct, and strategically optimized. Whether you’re filing as an individual, a business owner, or managing multiple income streams, we ensure your return is prepared with precision and filed on time without the stress.

Ideal for: individuals, business owners, rental property owners, gig workers, and anyone who wants accuracy and peace of mind.

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Tax Strategy and Planning

Smart tax decisions don’t happen in April—they happen all year long. Our tax strategy service gives you a customized plan built around your income, goals, and financial future. Using 17+ years of tax expertise and insight from a background inside the IRS, we help you uncover deductions, structure income, and identify legal opportunities to minimize your tax burden.

You’ll leave with a clear roadmap, specific action steps, and the confidence that you’re not overpaying—or missing potential savings.

Ideal for: entrepreneurs, small business owners, self-employed professionals, investors, and anyone wanting to maximize legal tax benefits.

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Tax Consultation and Advisory

Sometimes you simply need expert answers. Our tax consultation service connects you with a seasoned professional who brings years of experience handling complex tax situations and guiding clients through smart financial decisions. Whether you’re planning a new business structure, evaluating past filings, mapping out a growth strategy, or seeking clarity before a major move, you’ll receive precise, practical advice tailored to your goals.

Along the way, if IRS questions or notices come up, you’ll have informed guidance from a former IRS auditor to help you navigate them with confidence—without letting them overshadow your bigger strategy.

Expect clear explanations, honest insights, and recommendations designed to protect your income, reduce risk, and support smarter long-term planning.

Ideal for: business setup strategy, major life-change tax implications, second opinions, strategic planning, and occasional IRS-related concerns.

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