IRS Representation & Tax Resolution

Stop Facing the IRS Alone. Authorized Federal Advocacy.

When tax disputes, back taxes, or IRS notices arise, you need an authorized representative in your corner. As an Enrolled Agent (EA), I step directly between you and tax authorities to handle all correspondence, audit defense, and debt negotiations so you never face the IRS alone.

• Audit Defense & Examination Support

• Back Taxes, Liens & Wage Garnishment Relief

• Offer in Compromise (Settlements) & Penalty Abatement

Fractional CFO & Strategic AdvisorExecutive Financial Guidance to Scale Profitability

Move beyond basic historical reporting. Our Fractional CFO services give growing businesses forward-looking financial clarity, cash flow control, and profit optimization strategies without the overhead of a full-time executive.

• Predictive Cash Flow Forecasting

• Profit Margin Optimization & Pricing Strategy

• Monthly Strategic Growth Reviews

Small Business Retirement Plan Compliance

Institutional Precision for Your 401(k) & Plans

Leveraging years of quality assurance experience at Vanguard, we bring institutional oversight to small business retirement plans. We handle complex regulatory tracking and testing oversight to ensure your plan stays 100% audit-ready.

• 401(k), SEP, and SIMPLE IRA Regulatory Tracking

• Compliance Testing & Oversight

• Administrative Risk Mitigation & Audit Preparation

Tax Preparation & Core Bookkeeping

Clean Books & Year-Round Tax Mitigation

Tax planning shouldn't start in April. We combine clean, audit-ready bookkeeping with proactive, year-round tax strategies designed to reduce your overall tax liability and protect your cash flow.

• Proactive Year-Round Tax Planning

• Monthly Bookkeeping & Financial Statements

• Business & Individual Tax Filing (LLC, S-Corp, C-Corp)