Services

Individual

Business

  • Individual Tax Services
  • IRS Problems & Offer in Compromise
  • Notary Public
  • ITIN

Individual Tax Preparation

Comprehensive tax liability optimization for individuals with complex assets. We move beyond simple filing to focus on wealth preservation, audit-proofing, and long-term tax efficiency.

Pay Nothing Out-of-Pocket with a Federal Refund Anticipation Check


Schedule an Appointment:
Virtual In Person

IRS Problems & Offer in Compromise

We're here to assist in resolving your tax problems and to put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and most importantly, discreet. IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added daily. Did you know the IRS has a program where you can settle for a fraction of what you owe? We can negotiate with the IRS to lower your balance and put you in a position to eliminate your tax debt. Our experienced Tax Specialists can help you determine if you might qualify for an Offer in Compromise, or if a tax payment plan would be the better route for you to go.


Schedule an Appointment:
Virtual In Person

Notary Public

Our on-site Notary professionals will handle your sensitive documents quickly, accurately, and according to legal requirements.


Schedule an Appointment:
In Person

ITIN

An Individual Taxpayer Identification Number (ITIN) is a number used for tax filing purposes and helps individuals comply with U.S. tax laws. The IRS issues ITINs to individuals who are required to have a U.S. taxpayer identification number but who do not have and are not eligible to obtain a Social Security number (SSN) from the Social Security Administration (SSA).


Schedule an Appointment:
In Person
  • Business Tax Services
  • IRS Problems & Offer in Compromise
  • Accounting Services
  • Business Formation
  • Business Advisors
  • Notary Public
  • Money Saving Packages

Business Tax / Corporate

Strategic entity management. We ensure your business structure (S-Corp, LLC, Partnership) is fully leveraged to minimize exposure and maximize retained earnings. This is not just data entry; it is fiscal defense.


Schedule an Appointment:
Virtual In Person

IRS Problems & Offer in Compromise

We're here to assist in resolving your tax problems and to put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and most importantly, discreet. IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added daily. Did you know the IRS has a program where you can settle for a fraction of what you owe? We can negotiate with the IRS to lower your balance and put you in a position to eliminate your tax debt. Our experienced Tax Specialists can help you determine if you might qualify for an Offer in Compromise, or if a tax payment plan would be the better route for you to go.


Schedule an Appointment:
Virtual In Person

Accounting Services

Bookkeeping
BAudit-ready financial infrastructure. We provide clean, rigorous record-keeping that gives you clarity on your cash flow and ensures you are financing-ready at all times.

Payroll
Payroll can be very time consuming but is an important task. Whether you are a one or two-person operation or a business with many employees.

Sales Tax Management
Did you know you may qualify for a discount when filing and paying the sales tax you collected? Ensuring to collect sales tax is a very important function of running your business. Filing on time, accurately, and knowing about discounts you are entitled to is our passion.


Schedule an Appointment:
Virtual In Person

Business Formation

Why Incorporate? The two main benefits of incorporating are: A Corporation is a separate entity from you. Your legal liability is usually limited to the assets of the corporation instead of you personally. The corporation has its' own federal I.D. number. Income received by the corporation may be considered investment income. If setup correctly, it is not subject to the 15% self-employed tax.

Types of Corporations:

S Corporation This corporation pays no tax. This type of corporation is the most popular. The profit or loss of the corporation is passed through to the shareholders.

C Corporation This corporation is taxed separately from the shareholders. Tax rate varies from 15% and up. Income is distributed to shareholders in the form of dividends.

Non-Profit Corporation Non-Profit Corporation This corporation is for the purpose of conducting non-profit business. Some examples of a Non-Profit Corporation are churches, hospitals, schools, colleges and universities, and active fundraising programs. Contact us for more information and to see which one you qualify for.


Schedule an Appointment:
Virtual In Person

Business Advisors

We have gained an incredible amount of knowledge and experience which has led to the loyalty of our clients from year to year. We can help to provide education, tax saving strategies and best practices for businesses anywhere from startups to established companies that value proactive and hard work from a forward-thinking firm. We care about all our clients’ aspirations. Ask us how we can help you save money and accomplish your goals.


Schedule an Appointment:
Virtual In Person

Notary Public

Our on-site Notary professionals will handle your sensitive documents quickly, accurately, and according to legal requirements.


Schedule an Appointment:
In Person

Money Saving Packages

We know how important money is. We want to help you focus your time and energy on growing your business or improving your work-life balance.Souza_Business_chart


*Shipping and taxes are calculated at checkout.
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