Tax Resolution- Relief, done right.

Experts in serving individuals, veterans, and small businesses.

PHILOSOPHY

We are a boutique tax preparation, planning, and resolution firm. We focus on helping individuals and small business owners protect their assets from the IRS and build wealth. We provide clients with full representation in all matters with the IRS. Everything we do stands on the pillars of quality, integrity, excellence and service to the client. We have a fiduciary duty to always work with your financial best interest as top priority.

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TAX STRATEGY

Maximizing your ”Net Keep”

•Comprehensive Tax-Aware Strategies

•Active tax-loss harvesting

•Tax-aware investment and liability management

•Retirement strategies

•Estate planning

•Education planning

•Risk management

•Tax-sensitive distributions and withdrawals

Tax Insights

Increasing your success by optimizing your tax strategy.

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Tax Pros

With our years of experience in tax preparation, tax planning and tax resolution, we provide proactive and innovative solutions to help relief your tax burdens.

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Tax Resolution

We are your IRS representatives, specializing in issues relating to unfiled tax returns, unpaid taxes, liens, levies, audit representation, and any other type of tax controversy

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Tax Resolution

1. Introductory Call

If you’re curious about working with us, this is where to start. During this call, we’ll discuss your goals, familiarize yourself with our approach & see if we would be a good fit.

2. Initial Consultations

1:1 This is where we understand your personal situation. You would provide us with details of your tax problems and any letters you have received from a tax authority.

3. Personally Tailored Plan

Your plan is a step-by-step guide with recommendations to meet your goals. This includes an automated process development.

4. Action and Resolution

We will set our plan in motion to resolve your tax burdens. You will not talk to the IRS as we will perform the process on your behalf. We will communicate with you when necessary. Sleep well. It's handled.