Tax Services
Tax Filing and Compliance
Precision. Strategy. Compliance.
What’s included:
- Individual 1040 Filing
- Self-Employed / Gig Worker filing
- Small Business Tax Returns
- Post-Filing Support
- Year-Round Tax Support
- Past-Due / Multi-Year Catch-Up Filing
- IRS Notices & Letter Responses
- Refund Status Guidance (incl uding offsets)
Tax Advisory
Were our clients transform most.
What’s included:
- Tax Savings Analysis
- Withholding Strategy & Planning
- Deduction Optimization
- Business Structuring Guidance
- Wealth-Building Blueprinting
- Customized CEO Roadmap Sessions
- Quarterly Check-Ins (for business owners)
- IRS Compliance Health Check
Tax Resolution
When the irs calls, we answer.
What’s included:
- IRS Notices + Letters
- Back Taxes & Delinquent Returns
- Payment Plans & Installments
- Penalty Relief & Abatement Requests
- Wage Garnishment + Bank Levy Support
- Offer In Compromise (If Qualified)
- Identity Theft, Fraud Alerts
- Transcript Corrections
