Strategic Tax &
Financial Services

Who This Is For

This service is for individuals, families, self-employed professionals, and business owners who need their tax returns prepared correctly and want a clear understanding of their results.

What We Help With

• Individual tax returns
• Business tax returns
• 1099 and self-employed tax filing
• Schedule C filing
• LLC and S-Corp tax returns
• Federal and state filings
• Review of deductions and credits
• Explanation of refund or balance due

What You Get

• Accurate tax return preparation
• Review of income, deductions, and credits
• Compliance with federal and state tax requirements
• Clear explanation of your tax outcome
• Guidance on next steps when additional planning is needed

Who This Is For

This service is for 1099 earners, entrepreneurs, and business owners who are tired of surprise tax bills and want to use the tax code strategically instead of reacting at the end of the year.

What We Help With

• Tax-saving strategies
• Deduction planning
• Credit optimization
• Income and expense structure
• Estimated tax planning
• Business-owner tax planning
• Year-round tax guidance
• Planning before the tax year ends

What You Get

• Personalized tax strategy review
• Recommendations based on your income and business structure
• Guidance on deductions and credits available to you
• Action steps to reduce tax liability legally
• Planning to avoid year-end tax surprises

Who This Is For

This service is for clients who owe back taxes, received IRS or state notices, have unfiled returns, need payment arrangements, or feel overwhelmed by tax debt.

What We Help With

• IRS notices
• State tax notices
• Back taxes
• Unfiled returns
• Payment arrangements
• Tax debt resolution options
• Compliance issues
• IRS communication and representation when applicable

What You Get

• Case review
• Review of IRS or state tax issue
• Resolution options
• Step-by-step plan to get compliant
• Guidance on payment plans or available relief options
• Support through the resolution process

Who This Is For

This service is for new and growing business owners who want to make sure their business is structured correctly from the beginning or want to review whether their current entity still makes sense.

What We Help With

• LLC formation guidance
• S-Corp election strategy
• Entity selection
• EIN guidance
• Business tax structure
• Reasonable compensation planning
• Business compliance guidance
• Tax impact of business structure

What You Get

• Entity structure recommendation
• Explanation of tax impact
• Guidance on LLC vs. S-Corp considerations
• Steps to set up properly
• Strategy based on your income, goals, and business model

Who This Is For

This service is for business owners who need clean books, financial reports, payroll support, and better organization around their business finances.

What We Help With

• Monthly bookkeeping
• Bank reconciliations
• Profit and loss reports
• Balance sheet review
• General ledger review
• Payroll setup
• Payroll coordination
• Financial organization
• Tax-ready books

What You Get

• Clean and organized financial records
• Monthly or periodic financial reports
• Better visibility into income and expenses
• Payroll guidance and setup support
• Records that support tax filing and planning
• Stronger financial foundation for growth