Business Details
Trusted Accounting & Tax Advisory Services
With over 16 years of experience at the Internal Revenue Service in Collection, Examination, and Criminal Investigation Divisions, our firm delivers unparalleled expertise in tax and accounting services. Our principal accountant holds prestigious certifications including Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and Certified in Financial Forensics (CFF), alongside a Master of Science in Taxation. We specialize in serving small businesses, startups, nonprofits, and high-net-worth individuals across diverse industries such as technology, real estate, and professional athletics.Our comprehensive services include IRS representation, forensic accounting, business consulting, and QuickBooks support, tailored to alleviate financial burdens and drive operational efficiency. Backed by deep federal tax knowledge and private-sector experience, we prioritize proactive, cost-effective solutions that empower clients to focus on growth. From tax planning and financial statement preparation to litigation support and payroll management, our client-centric approach ensures transparency, compliance, and strategic guidance aligned with individual and business objectives.
Services
Tax Preparation
IRS Representation
Bookkeeping Services
Accounting Software Support
Business Consulting
Highlights and features
- 16 years of IRS enforcement experience informs strategic tax solutions
- Dual expertise in public accounting and federal tax authority operations
- Certified Fraud Examiner and Financial Forensics designations ensure specialized knowledge
- Customized QuickBooks setup and training for small business efficiency
- Proven track record with complex tax resolution cases
Associations and certifications
- CPA
- CFE
- CFF
Services
Tax Preparation
Comprehensive federal and state tax preparation for individuals and businesses. Our expertise spans corporate, partnership, trust, estate, and payroll tax matters. We specialize in complex returns for high-net-worth clients and entities in regulated industries.
IRS Representation
Full-spectrum IRS advocacy including audits, collections, and criminal investigations. We handle levies, installment agreements, and offers in compromise through established audit appeal processes.
Bookkeeping Services
Monthly, quarterly, or annual bookkeeping with GAAP-compliant financial reporting. Includes QuickBooks setup, payroll processing, and customized cash flow analysis for small businesses.
Business Consulting
Operational consulting for construction bonds, insurance claims, and anti-money laundering compliance. We provide litigation support and forensic analysis for civil and criminal tax disputes.
Accounting Software Support
Tailored QuickBooks implementation and training for small businesses. Includes system optimization, data reconciliation, and integration with payroll and receivables management.
People
Principal Accountant
Certified Public Accountant
16-year IRS veteran with expertise in tax enforcement and financial forensics. Holds CPA, CFE, and CFF certifications. Specializes in complex tax resolution and business financial strategy.
Questions
What tax services do you specialize in?
We handle federal and state tax preparation for individuals, corporations, partnerships, trusts, and estates. Our expertise includes payroll tax compliance and nonprofit tax exemption applications.
Can you represent me during an IRS audit?
Yes, we provide full IRS representation including audit defense, collection negotiations, and criminal investigation support using our insider knowledge of tax authority operations.
Do you offer QuickBooks support for small businesses?
We provide QuickBooks setup, training, and ongoing support tailored to small business needs, including system integration with payroll and accounts receivable functions.
What accounting certifications do your professionals hold?
Our principal accountant maintains Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and Certified in Financial Forensics (CFF) designations.
How do you handle complex tax resolution cases?
We utilize proven strategies through the IRS audit appeal process, including installment agreements, offers in compromise, and levy releases based on 16 years of enforcement experience.
