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Recent work

Projects we've delivered

A selection of recent commercial projects across our service area.

Entity Restructuring for S-Corp Savings

Owner-operated business, multi-entity planning

Owner-operated business, multi-entity planning. Saved $11,400 in year one through strategic restructuring.

Saved $11,400 in year one through strategic restructuring

IRS Defense & Representation

Audit response, agent negotiation

Audit response, agent negotiation. Resolved on client's behalf; no settlement surprises.

Resolved on client's behalf; no settlement surprises

Bookkeeping System Overhaul

Messy records to clean monthly accounting

Messy records to clean monthly accounting. Tax prep time cut by half; zero scrambles at filing.

Tax prep time cut by half; zero scrambles at filing

Multi-State Compliance Filing

Federal and state filings, quarterly estimated taxes

Federal and state filings, quarterly estimated taxes. On-time filing every quarter; no penalties or extension fees.

On-time filing every quarter; no penalties or extension fees

Year-Round Tax Planning Engagement

Quarterly strategy reviews, mid-year adjustments

Quarterly strategy reviews, mid-year adjustments. Owners make better business decisions knowing tax impact upfront.

Owners make better business decisions knowing tax impact upfront

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