Professional Services
Tax Resolution & Business Services
Full-service financial and compliance support with a boutique approach — from nonprofit CPA and Form 990 preparation to Fractional CFO services, strategic tax planning, and international tax services. Responsive, strategic, and legally sound solutions for your business.
What We Do
Professional Excellence
Tax Services
Comprehensive tax preparation, planning, and resolution services
Tax Preparation
- Individual and business federal & state returns
- Multi-state and late filings
- S-Corp, C-Corp, Partnership, Sole Prop returns
- 990s for nonprofits
- Expat and international U.S. tax returns
Tax Planning
- Strategic year-round tax planning
- Estimated tax projections
- Entity structure review and optimization
- Inheritance, trust, and estate tax guidance
- Retirement contribution planning
Tax Resolution
- Audit support and representation (IRS & state)
- Payment plan negotiation
- Offer in Compromise
- Penalty abatement
- State tax compliance (FTB, CDTFA, etc.)
- Back tax clean-up and filing catch-up
Proven Results
Our track record speaks for itself
$2.1M+
Tax Debt Resolved
150+
Clients Helped
92%
Success Rate
40+
Years Experience
Need specialized financial guidance?
Whether you're a nonprofit, startup, or established business, our team provides strategic tax, accounting, and financial advisory services tailored to your organization's needs.