For 25 years, we've provided the services below.
Planning & Preparation
- Tax Planning & AdvisoryYear-round planning so your tax bill reflects real strategy, not year-end guesswork.
- Advanced Tax StrategiesSophisticated structures for high-income households and complex ownership situations.
- Personal Tax Prep & FilingAccurate personal returns prepared by the same team that plans your strategy.
- Business Tax Prep & FilingBusiness returns filed correctly the first time, coordinated with your bookkeeping.
- Missing / Unfiled ReturnsCatching up on unfiled returns, however many years behind you are.
IRS & State Problems
- IRS Representation & Audit DefenseDealing with the IRS directly, so you don't have to.
- AppealsFormal appeals when the IRS gets it wrong the first time.
- Offer in CompromiseSettling tax debt for less than you owe, when you qualify.
- Payment PlansManageable installment agreements that keep the IRS off your back.
- Penalty AbatementRequesting relief from penalties when you have reasonable cause.
- Lien & Levy ReleaseGetting liens and levies lifted so your accounts and property are free again.
- Wage Garnishment ReleaseStopping wage garnishment and negotiating a better path forward.
- Innocent Spouse ReliefProtection from tax debt caused by a spouse's actions, not yours.
- FBAR & Offshore DisclosureReporting foreign accounts correctly and fixing past compliance gaps.
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As Seen in The Fine Print
Recent articles on tax planning, IRS problems, and more.



