Our firm specializes in delivering exceptional tax preparation services tailored to meet the unique needs of specialized trades professionals. Benefit from a comprehensive suite of services, including tax preparation and planning, business consulting, business entity selection, financial statements, and IRS representation.
We understand the specific needs of specialized trades professionals and tailor our services accordingly. You’re not just a number; you’re a valued client.
Tax Preparation & Planning
Effective tax preparation and planning can help you minimize your future tax liability. We can assist you in managing both your personal and business tax issues proactively, understanding how upcoming business opportunities impact your tax status and vice versa. We stay abreast of the latest federal, state, and local tax legislation, identifying new ways to reduce your tax liabilities.
IRS Account Monitoring
We will review your IRS tax account for changes reported within the official tax account records including increases/decreases to a tax balance due, discrepancies in reported tax return information and liens or levies by the IRS on your account. This product often detects IRS Audits and exams months in advance, in most cases allowing the mitigation of penalties & interest.
Business Entity Selection
Choosing the right business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.—has significant financial and tax implications. We can explain each choice and its implications, ensuring you make informed decisions that align with the growth and changes in your business.
Corporate Transparency Act – Beneficial Ownership Reporting
Starting January 2024, many small businesses and family investment companies must report ownership and management details to the U.S. Department of the Treasury under the Corporate Transparency Act (CTA). Your company must report to FinCEN if it qualifies as a “reporting company” and doesn’t meet any of the 23 exemptions. Reporting companies include corporations, LLCs, and similar entities formed or registered to do business in the U.S. Failing to adhere to BOI reporting obligations can result in civil and criminal penalties. We can help you carry out this obligation.
Facing an IRS audit can be complex and intimidating. If you or your business are undergoing an IRS audit, our experienced team can leverage years of expertise in tax matters and IRS audit procedures to ensure proper representation, safeguarding your interests.