CONSULTING SERVICES

Specialized Knowledge, Innovative Insight & Cutting edge strategies

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

In addition to acting as a sounding board, we can help you develop solutions that are practical and technically sound. We provide comprehensive, flexible strategies that address the issues affecting your individual and business needs. The following is just a few of the areas in which we provide consulting services:

Resolve Tax Problems
Guidance in IRS Notices and communications
Penalty Abatement
Settle Back Taxes
Loan application
Filing EIN & ITIN
File Back Taxes
Payment Plans
Bank Levy Release
Offer In Compromise

Help in Business start-ups
New Company Registration
Covid-19 Stimulus follow ups
Innocent Spouse Relief
Stop Wage Garnishment
IRS Levy Release
Currently Not Collectible
Installment Agreements
Amended Tax Returns
Audit Defense

VALUATION & ASSURANCE

Agreed-upon procedures/Due diligence.
Compilations.
Forecasts and projections.
Consultation to company management regarding the application of GAAP.

Pre-Audit services, preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP).
Buy/sell agreements.
Transfer/sales of business.
Succession planning.