Expert-Level Tax Advisory/Planning

As an Enrolled Agent firm, we are required by the IRS to maintain continual expertise in tax law, so we are uniquely-positioned to advise you on how to minimize your tax liabilities and properly ensure you stay in compliance with your tax filing and remittance requirements. We regularly advise our business owners on how to stay in compliance, but also strategize on minimizing tax.

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REVIEW & LOCATE OPPORTUNITIES

We have a multi-level review process where we scrutinize your prior year tax returns and help you identify missed deductions, credits, and other tax savings opportunities which could result in substantial bottom line results.

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SCENARIO TESTING

Once we establish a baseline of your income for the year(s) in question, we will run scenario tests on specific tax strategies so you can see what the real dollar impact is. We use predictive analysis software that handles what-ifs very well and provide you with actionable intelligence.

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IMPLEMENTATION

After identifying the strategies that we recommend, we advise you on how to implement them into your specific situation. You are not left to figure it out on your own—you have trusted expertise to walk you through the process and answer questions along the way.

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Our tax planning services also include:

• Entity selection

• Tax planning strategies for businesses

• Help formulating your business plan

• Incorporating the Business with the Secretary of State

• Register Your Business with State & Federal Agencies

• QuickBooks™ setup and support​