Tax Assessment

We here to provide personalized advice and guidance, whether you're an individual, a small business owner, or somewhere in between. We pride ourselves on our casual, approachable style, and we're committed to making your experience stress-free and enjoyable.

Let's work together to find the best solutions for your unique situation!

Accounting Assessment

Do you do your own bookkeeping? Do you have some questions from time to time how to record or reconcile one transaction or another? Do you get stuck with your accounting and just want a second set of professional eyes to have a look and help you out? Just to get it straight and move on? Well, we are here for you!

We will meet for a 1 - hour video consultation to go over your accounting and get all your questions answered. Be ready to shere your screen with us. We work with both Xero and Quickbooks and can advise you on either a technical question or an accounting question. Get all your questions prepared!

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Tax Assessment

You are a business owner with $250K in revenue or more and have a tax preparer who does your taxes but you believe you are paying too much. Are you sure you are using all your possible tax reduction strategies and credits to pay less taxes? Would you like to have a professional brush through your business, accounting and tax and find better options for you so you don't miss out?

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Tax Resolution

If you are having problems with your taxes, whether federal or state, and don't know how to resolve it we are here to help you out. Get your free consultation with us.

We will meet for a 30 minute consultation to discuss your tax issue and set a strategy to get it resolved. Please have all your notices and other documentation ready for our review.

For tax resolution services we assist with:

Offer in Compromise
IRS Levy
Payroll Tax Issues
Payment plan issues
Tax Debt
Wage Garnishments
Unfiled prior period tax returns and tax forms
Innocent spouse relief

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