We provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

  • Small Business Consulting and Services
  • General Accounting
  • Tax Accounting and Planning
  • Offers in Compromise
  • Bankruptcy
  • Collection Mediation
  • Non-Filers



    Small Business Consulting and Services
  • Growth Strategies
  • Legal Structure Determination
  • Accounting Systems and Structure
  • Business Forecasting
  • Financial Statement Preparation
  • Business Plan Preparation
  • SBA & Bank Loan Packaging
  • Full Payroll Services

  • General Accounting
  • General ledger review and consultation on monthly, quarterly or annual basis
  • Financial statement preparation
  • Business forecast for cash flow, financing and management decisions

  • Tax Accounting and Planning
  • Tax Strategies
  • Tax Return Preparation for individuals and businesses

  • Offers in Compromise
  • Evaluating client's financial resources for suitability
  • Preparing OIC packages as per IRS standards
  • Follow through from:
    *** submission
    *** "processability" phase
    *** final negotiations
    *** on-going taxpayer compliance

  • Bankruptcy
  • Filing pre-bankruptcy tax returns
  • Chapter 13 Profit and Loss Statements required by Trustee

  • Collection Mediation
  • Negotiation of payment plans
  • Collection appeals process
  • Taxpayer Assistance Order (Form 911)

  • Non-Filers
  • Prepare multiple year returns
  • IRS Collection statements (Form 433 A & B)
  • Strategy for current and future years compliance