Business Details
Trusted Tax & Accounting Services for Individuals and Businesses
As a licensed Enrolled Agent (EA) authorized to represent taxpayers before the IRS, I bring over two decades of expertise in tax resolution, accounting, and financial consulting. My practice combines formal education with a BS in Accounting and an MBA in Finance, alongside rigorous continuing professional education requirements that exceed 72 hours every three years. Specializing in tax problem resolution, I have successfully represented numerous individuals and businesses in IRS collections cases, leveraging deep knowledge of the Taxpayer Bill of Rights and IRS procedures.Our services extend beyond compliance to include strategic business consulting, CFO advisory for startups and small businesses, and notary public services tailored to financial documentation needs. With a commitment to ethical standards and client education, we empower taxpayers to understand their rights, optimize financial decisions, and achieve long-term stability through personalized guidance.
Services
Tax Preparation
Accounting Services
CFO For Hire
Notary Public Services
Tax Problem Resolution
Business Consulting
Payroll Processing
Financial Planning
Tax Audit Representation
Entity Selection
Highlights and features
- Licensed to practice before the IRS with 20+ years of experience
- 72 hours of continuing education every 3 years to stay current
- Specialize in tax problem resolution and IRS collection representation
- Offer outsourced CFO services for small business financial guidance
- Maintain strict ethics compliance with annual professional education
Associations and certifications
- IRS Enrolled Agent
Services
Tax Preparation
Comprehensive tax preparation for individuals, corporations, partnerships, and fiduciaries. Services include Form 1040, 1120, 1065, 1041, and related schedules. We ensure accurate electronic filing while maximizing deductions and credits. Our expertise covers complex tax scenarios including international reporting and estate planning.
Tax Problem Resolution
Specialized resolution for IRS collection issues including Offers in Compromise, installment agreements, and Currently Not Collectible status. We leverage deep knowledge of the Taxpayer Bill of Rights to negotiate favorable outcomes. Services include lien/levy release and audit defense for individuals and businesses.
CFO For Hire
Outsourced CFO services providing strategic financial guidance for startups and small businesses. Includes financial statement analysis, operational decision-making support, and technology implementation advice. Services help businesses optimize financial processes without full-time executive costs.
Accounting Services
Full-cycle accounting for businesses including general ledger setup, monthly maintenance, bank reconciliations, and payroll processing. Services cover W-2 preparation, sales tax filings, and financial statement generation. Designed for businesses needing accurate financial records without in-house staff.
Business Consulting
Strategic consulting for new and existing businesses including entity selection, financial projections, and business valuation. Services assist with entity formation, financing strategies, and operational analysis. We provide actionable insights for business owners at all growth stages.
People
Barbara Jean Militello
Owner
Licensed IRS Enrolled Agent with BS in Accounting and MBA in Finance. Specializes in tax resolution, accounting, and financial consulting. Maintains 72+ hours of continuing education every three years. Provides outsourced CFO services and notary public assistance for financial documents.
Questions
What tax services do you offer?
We provide individual and business tax preparation, IRS audit representation, tax problem resolution, and financial consulting services.
Are you licensed to represent taxpayers before the IRS?
Yes, I am a licensed Enrolled Agent (EA) authorized to represent taxpayers before the IRS in audits and collections.
Do you handle business tax preparation?
Yes, we prepare corporate tax returns (Forms 1120/1120-S), partnership returns (Form 1065), and related schedules for all business entities.
What is your continuing education policy?
I complete 72+ hours of continuing professional education every three years, including annual ethics training, to maintain licensing requirements.
Do you offer outsourced CFO services?
Yes, we provide part-time CFO services for small businesses needing financial strategy and operational guidance without full-time costs.
