• With a fully trained staff and with collective experience of a multitude of personal and business filing scenarios, we are tax experts! We are able to e-file individuals, corporations, “S” corporations, partnerships, fiduciaries (trusts and estates), and not-for-profit entities.

  • With our cloud-based payroll solution partners we can help optimize and make payroll processing, filing, and compliance simple, easy, and efficient.

  • Tax filing and compliance is historical. However, we can (and should!) help to plan for your future tax needs. We can work with you to maximize tax deferral strategies, consult on purchasing future assets, or help you structure your business to make the most fiscal sense.

  • Starting a business can be exciting and overwhelming at the same time! Our team can guide you on your journey to register your business with the state and make your proper tax filing elections with the IRS. Our goal is to help set your business up for success!

  • Once your business is up and running it is important to have a good set of books and records. This aids in proper tax filing and compliance, but more importantly, accurate reporting gives you guidance and insight on the health of your business. On our cloud based accounting partners, we can help you with following services:

    • Banking and account reconciliations

    • Tax planning strategies

    • Investment advice

    • Growth strategies

    • Borrowing and purchasing strategies

    • Financial reporting: Income Statement, Balance Sheet, Cash Flow and analysis.

  • Your business may be big enough to have your own accountant on staff but not yet big enough to hire a CFO. We offer fractional CFO services to help you make larger, more strategic tax and financial decisions such as mergers and acquisitions, sales, purchases, budgeting, and tax deferral strategies

  • Although we do not specialize in any specific industry, we have experience helping small businesses in the following industries:

    • Real Estate

    • Construction

    • Agents and Brokers

    • Residential Rentals

    • Commercial Rentals

    • House Flipping

    • Trucking

    • Retail

    • Wholesale

    • Farming and Ranching

    • Oil and Gas

    • Therapists and Psychologists

    • Financial Advisors

    • Architects and Engineers

    • Veterinary Clinics

  • Each year, the IRS requires that non-profit organizations submit a variety of forms—ones that can be complicated and confusing. We can assist with navigating the requirements for IRS reporting for you so you can focus on the business at hand.

    If you are starting a non-profit, we can help you prepare all the required documentation. It is absolutely critical that you submit these specific forms below:

    • Income statement

    • Balance sheet

    • Functional expense statement

    • Individual program expense statement

    • Revenue support schedule

    If you are a non-profit organization, we will:

    • Compile your financial statements.

    • Review your financial statements.

    • Implement an effective accounting system.

    • Create a payroll schedule.

    • Implement payroll tax preparation and deposits.

    • Train and support your accounting personnel.

    • File your non-profit status application.

    • Provide your business with proper training on effective budgeting and financial usage.

    • Prepare and then file your tax forms (990 and 990T).

    • File your startup documentation paperwork with the correct federal and state agencies.

    A list of all documentation we can help you prepare is as follows:

    • Articles of Incorporation

    • Employer Identification Number

    • By-laws of the Organization

    • Minutes of Board Meetings

    • Names, Addresses, and Resumes of Board Members

    • Names and addresses of all Active Members

    • Inventory of Assets

    • Inventory of Liabilities Rent/Lease Agreements and Contracts

    • Revenue and Expense Statements

    • Written Reason for Formation and History

    • Organization Mission Statement

    • Organization Activities, Operations and Programs Documentation

    • Financial Support Documentation

    • Fund Raising Program Descriptions

    • IRS Processing/Filing Fee

  • Do You Have Tax Problems?

    Owing the IRS money is a serious problem. Although it may take many years for them to finally catch up to you, they won’t quit until all debts are satisfied.

    Non-filed tax returns

    • If you haven’t filed your taxes, financial penalties, interest charges, collection actions and even criminal prosecution could be headed your way. The best way to resolve the problem is to file missing returns. We can help!

    IRS audit representation

    • You do not have to talk to the IRS yourself; we can assist with communication.

    Payroll tax problems‍ ‍

    • If you have failed to pay payroll taxes, it is considered a tax delinquency. Let us help you get back into compliance for payroll.

    Back owed taxes‍ ‍

    • Your tax penalties can add up quickly, but we can help you.

    IRS liens‍ ‍

    • Liens will show up on your credit report; do not let your delinquencies negatively affect you.

    IRS wage garnishment‍ ‍

    • Our payment plan is going to be more favorable compared to IRS wage garnishment.

    IRS levies‍ ‍

    • We may be able to get your levies released and help you out of a difficult situation.

    IRS seizures‍ ‍

    • Your physical assets could be at risk for seizure.

    Offer in compromise‍ ‍

    • You may be able to settle the debt you owe. We can verify if you qualify for this program.

    IRS payment plan

    • If you do not qualify for a compromise program, this may be the way to resolve your situation.

    Bankruptcy‍ ‍

    • We can help to wipe your back taxes and penalties clean.

    Innocent spouse‍ ‍

    • This program is effective in helping a spouse who was the victim of fraud.