Planning, Preparation, and Filing Personal Tax Forms:
1040 – Individual Tax Return
Schedule A – Itemized Deductions
Schedule B – Interest and Dividends
1099 – Income Earned
Schedule D – Capital Gains/Losses
K-1 – Income Earned
State Return – State Requirements
Business Tax Forms:
Schedule C – Business owned by 1 individual
Schedule E – Pass-Through Activities Income Earned
Schedule F – Farming Business
1065 – Partnership Tax Return
1120S – S Corporation Tax Return
1120 – C Corporation Tax Return
990 – Nonprofit Organization Tax Return
1041 – Trust and Estate Tax Return


Upload and Classify Transactions
Organization of Source Documents
Reconcile All Bank Accounts, Credit Cards, and Loans
Setup and Modify Chart of Accounts
Accounts Receivables Management
Accounts Payables Management
Process and Manage Payroll
Inventory Tracking and Analysis
Manage and File Sales Tax
Asset/Investment Tracking and Analysis
Financial Reports Preparation and Presentation

Business Consulting

Develop and Implement Operations Procedures
QuickBooks / Software Training
Strategic Planning
Financial Reports Analysis
CPA Advisory Services

Tax Planning and
Preparation Services

We provide clients with the highest quality representation concerning Federal tax issues by adhering to best practices in providing advice and in preparing or assisting in the preparation of a submission to the Internal Revenue Service.

Business Consulting

Our professional team is committed to helping you invest your time in running your business. We offer you the flexibility to select a full or a personalized service.

Financial Planning
and Analysis

Whether you are starting a small business, have a consolidated business or a high-growth venture, we can help you to prepare a financial model for specific situations.


Our firm has experience assisting businesses in the following industries operating in one or multiple States:

  • Real Estate
  • Retail
  • Construction
  • Equestrian
  • Nonprofits Organizations
  • Management
  • Sales
  • Consulting
  • Technology
  • Manufacturing
  • Start-ups


We vigorously represent our clients when they have disputes with the IRS. We work with individuals and companies to resolve their tax problems, including representation during an IRS audit, the appeal of audit results, tax litigation, and tax planning. We also represent clients who owe taxes, but who cannot pay them in full, including assistance with installment agreements, offers in compromise, liens and levies, and garnishments. Upon hiring our firm, we deal directly with the IRS, and our clients rarely meet or speak directly with the IRS.


We offer businesses the ability to obtain relevant and useful financial reports developed using Generally Accepted Accounting Principles (GAAP) backed by supporting evidence organized and structured in a timely manner. Financial reports need to be relevant and useful to management based on the firm’s specific needs. The reports are developed using GAAP standards and all the information is backed by third-party source documents. The documentation will remain organized and structured to be presented in a timely manner.

Current Issues in the Marketplace


  • Disorganized Source Documents (Invoices, Receipts, Bills, Statements)
  • Inappropriate Tracking of Investments and Inventory Accounts
  • Data Entry Errors in Accounting Software
  • Incomplete Financial Reports
  • Lack of Accounting Knowledge in the Industry


  • Disorganized Tax Forms
  • Failure to Pay and/or File Taxes in a Timely Manner
  • Problems with the IRS