Our Services
When the IRS is knocking, your books are a mess, or your profits feel like they’re disappearing — you don’t need another lecture. You need answers, action, and a partner who can carry the load.
That’s what we do. From everyday accounting to high-stakes tax representation, our team of EAs, CPAs, attorneys, and former IRS agents is ready to step in and fight for you & your business.
Monthly Accounting
Stay organized, compliant, and in control with accurate books you can trust. We handle the reconciliations, reporting, and details so you can focus on running your business—not chasing receipts.
Best for: Business owners who want peace of mind knowing their finances are always up-to-date.
Tax Preparation
Business and individual returns, including unfiled or back returns, prepared with accuracy and strategy. No shortcuts, no missed deductions—just the confidence your taxes are done right.
Best for: Entrepreneurs and business owners who want compliant returns and minimized risk.
Tax Planning
Taxes shouldn’t be a once-a-year scramble. We build proactive strategies that reduce what you owe, avoid IRS red flags, and align your tax with your business and your life goals.
Best for: Owners who want to save money, reduce stress, and plan ahead.
Tax Representation
When the IRS or your state revenue department comes calling, you don’t have to face it alone. Our nationwide team of EAs, CPAs, and former IRS agents will represent you and fight for the best possible outcome.
Best for: Anyone with IRS letters, audits, tax debt, or compliance issues.
Profit Advisory & Coaching
Numbers aren’t just about compliance—they’re a roadmap to growth. Our advisory services help you increase margins, improve cash flow, and optimize pricing so your business works for you.
Best for: Growing businesses ready to scale smarter, not just bigger.
Reconstructive Bookkeeping
Behind on your books? Missing records? We’ll rebuild what’s broken so you can get current, file taxes, and finally breathe again.
No shame—just solutions.
Best for: Businesses years behind or in urgent need of financial cleanup.
Accountable Plan Implementation
Stop mixing personal and business expenses—and avoid IRS problems down the road.
We’ll set up a compliant accountable plan tailored to your S-Corp.
Best for: S-Corp owners who want to stay compliant and maximize tax savings.
Built for Construction, But Flexible for Any Industry
Construction businesses have unique challenges: job costing, retainage, and change orders can impact profits fast. Our specially tailored ProfitOPS program helps construction and service businesses boost cash flow and margins.
Job costing & project expense tracking
Payroll & subcontractor compliance
1099 & vendor management
ProfitOPS: monthly one-page scoreboard for smarter pricing & faster collections
Feeling overwhelmed?
We get it — tax letters, messy books, and cash flow worries can feel impossible to tackle alone. Let’s start small: schedule a complimentary 15 minute discovery call to figure out where your business needs the most attention.
State & Sales Tax Compliance
Stay Compliant, Avoid Penalties
Sales and state tax rules are complicated—and mistakes are expensive. We help you stay compliant across all relevant jurisdictions.
Multi-state sales tax registration & filing
Department of Revenue notices
Nexus review & compliance strategy
Help setting up payment plans
Frequently Asked Questions
What services do you provide?
We handle the full spectrum of accounting and tax needs—monthly bookkeeping, tax preparation and planning, IRS and state tax resolution, sales tax audits, profit advisory, and specialized programs for construction and trades. Whether you need help getting current or building long-term profitability, we’ve got you covered.
Why do I need bookkeeping?
Accurate books = smarter decisions. Step one for tax savings, profit growth, and business control starts with clean, organized records.
What are advisory services?
Advisory means going beyond the numbers to help you make better business decisions. We analyze your books, spot opportunities, and guide you with practical strategies to improve cash flow, reduce taxes, and boost profitability. It’s not just about compliance—it’s about building the business (and life) you really want.
My books are very behind, can you help?
Absolutely! Many of our clients come to us years behind, with messy or missing records. We specialize in reconstructive bookkeeping and tax cleanups, so you can get compliant, resolve past issues, and move forward with confidence. No judgment—just solutions.
What do you need from me?
Every situation is unique, but typically we’ll ask for access to your bank/credit card statements, tax returns, and any bookkeeping files you already have. From there, we’ll guide you step by step on what’s needed. You don’t have to have it all figured out—that’s why we’re here.
Stop losing sleep over your numbers.
Book a consultation today and let us get you back on track.