Business Details
Your Trusted Partner for Accounting & Tax Solutions
Our firm provides comprehensive accounting, tax, and financial planning services tailored to individuals and businesses. With a focus on professionalism, responsiveness, and quality, we specialize in resolving complex tax issues, IRS representation, estate planning, and business financial strategy. Our team combines decades of industry experience with personalized solutions to help clients achieve long-term financial stability. We prioritize client education, transparent communication, and proactive planning to minimize tax liabilities and maximize growth opportunities.Our expertise in QuickBooks consulting and IRS audit representation ensures businesses maintain compliance while optimizing financial performance. By staying current with evolving tax laws, we deliver authoritative guidance that empowers clients to make informed decisions about their financial future.
Services
Tax Preparation
Estate Planning
IRS Audit Representation
Business Accounting
Financial Planning
Payroll Services
QuickBooks Consulting
Tax Relief
Succession Planning
Bookkeeping
Highlights and features
- We offer 30+ years of combined experience in tax and accounting services.
- Our team specializes in IRS audit representation and tax relief solutions.
- We provide personalized financial planning tailored to individual and business needs.
- Our QuickBooks consulting ensures efficient business accounting systems.
- We prioritize transparent communication and client education for informed decisions.
Services
Tax Preparation
We provide accurate individual and business tax preparation services, ensuring compliance with federal and state regulations. Our team identifies all eligible deductions and credits to minimize liabilities while maintaining IRS compliance. Clients receive year-round support for tax-related inquiries.
Estate Planning
Our estate planning services include asset allocation, trust administration, and gift tax strategies. We help clients create comprehensive plans to protect assets for spouses, children, and charities while addressing evolving family needs and tax law changes.
IRS Audit Representation
We represent clients during IRS audits, handling all correspondence and negotiations. Our experts work to minimize liabilities, resolve disputes, and ensure fair outcomes while protecting client interests throughout the audit process.
Business Accounting
We offer full-service business accounting, including payroll, bookkeeping, and financial reporting. Our solutions improve cash flow management, support strategic decision-making, and ensure compliance with regulatory requirements for small to mid-sized businesses.
Tax Relief
Our tax relief services address back taxes, IRS liens, and wage garnishments. We negotiate payment plans, offers in compromise, and innocent spouse relief to resolve tax debt issues while minimizing penalties and interest.
People
Michele A Bourcy Nelson
CPA
Michele A Bourcy Nelson is a licensed Certified Public Accountant with expertise in tax planning, IRS representation, and business financial strategy. She combines technical proficiency with personalized service to help clients navigate complex financial challenges.
Questions
What tax services do you offer for individuals?
We provide individual tax preparation, tax planning, and IRS audit representation to minimize liabilities and ensure compliance.
How can you help businesses with accounting needs?
We offer bookkeeping, payroll services, financial reporting, and QuickBooks consulting to streamline business accounting operations.
Do you handle IRS tax debt issues?
Yes, we specialize in tax relief solutions including payment plans, offers in compromise, and lien resolution.
What estate planning services are available?
We assist with asset allocation, trust administration, and gift tax strategies to protect your family's financial future.
Can you represent me during an IRS audit?
Yes, we provide full audit representation to negotiate favorable outcomes and minimize tax liabilities.
Do you offer financial planning for businesses?
Yes, we provide strategic financial planning, budgeting, and performance analysis to support business growth and profitability.
