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Tax Planning & Preparation

Tax planning is just as essential as tax preparation.  In essence, tax preparation is the end result of tax planning.  Tax preparation with no tax plan may leave you stuck with high or unexpected tax liabilities at tax time.

We make it a priority to understand our clients' individual and business needs and apply the best tax strategy for their situation.  For that reason we stay abreast of the ever-changing tax laws to help ensure we provide you with the best strategic tax approach in order to legally reduce your tax liability.

It may be tempting to use one of the free, or discounted, Do-It-Yourself (DIY) tax preparation websites, but those websites should not be a permanent substitute for professional tax planning and preparation.  DIY sites are not able to have a conversation to understand your current and future financials goals.  They are not able to suggest adjustments to make for the future tax years in order to minimize your tax liability.  Furthermore, if you are not versed in the current tax laws, you are likely to miss deductions and credits owed to you, or even miscalculate your tax liability which may result in penalties and interest - the DIY sites will not alert you of this.

Don't wait until tax time to get started, contact us now!

Tax Debt Resolution

Have you received an IRS letter recently?

In 2019 alone, the IRS settled over $289 million in tax debt through Offers in Compromise (OIC) and removed over $11 million in assessed penalties.

Dealing with the IRS can be scary and challenging which is why we are here to represent YOU and advocate on your behalf to negotiate the best possible solution.


1.  Initial Consultation/Discovery Call - FREE

2.  Analysis & Diagnosis

3.  Negotiation & Resolution


Offer in Compromise (OIC)

Current Not Collectible

Installment Agreement

Penalty Abatement

Back Tax Return Filing

Accounting for Healthcare & Wellness Solopreneurs

Is your private practice or small business a one-person show?  Do you find yourself overwhelmed with managing your business finances?

We focus on accounting with the "Solopreneur" in mind!

We don't simply "do the books".  We work with you closely and give you the one-on-one support by removing the mundane accounting tasks and provide financial advisory services to give you more time to focus on the strategic growth of your business.

Complete and accurate financial records are the foundation of your small business and even more crucial during the age of COVID-19.  The federal CARES Act relief allotted trillions of dollars to keep the US economy afloat.  Unfortunately, many small business owners did not qualify for the relief due to many tax and accounting mistakes.  

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