Professional Services

Our Services

Full-service financial and compliance support with a boutique approach. 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

Ready to Get Started?

Let's discuss how we can support your financial and compliance needs with our boutique approach.

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