Services

Our firm provides a broad range of tax and financial services for individual, business, and tax exempt organizations.  Jim is an AICPA Certified Information Technology Professional (CITP).  We also specialize in assisting tax professionals with their clients’ IRS and State tax issues.  We offer:

Individuals

  • tax return preparation
  • tax planning and consulting
  • Federal and State tax issue representation, including audits, collection matters, appeals hearings, and other controversy areas

Small Business Owners

  • small business start up planning and consulting
  • small business accounting and technology consulting and solutions, including QuickBooks
  • accounting records reconstruction
  • IRS and State representation, including income, employment, and sales and use tax cases
  • IRS and State appeals for assessment and collection issues

Tax Professionals

Our team helps CPAs and attorneys in IRS and State audits, appeals, and collection matters.   We can guide you through the complicated procedures involved in representing your client before the IRS or a State taxing authority.  We also provide litigation support when you client needs transaction analysis and fact development as well as expert testimony.