Services Offered

IRS Tax Account Monitoring Service: We offer an IRS taxpayer account monitoring service that will allow us to alert you to potential correspondence and issues involving your account with the IRS. This is a great service for those who regularly travel or expect to be outside of the United States or away from home for more than twenty-four days at a time. Our service is very affordable.

Taxpayer Representation: We help taxpayers navigate and resolve their income tax problems with the IRS and state and local income tax authorities.

Income Tax Return Preparation: We prepare US income tax returns for taxpayers located throughout and outside of the United States. Many of our clients are educators, truckers and healthcare professionals. We prepare all types of USA income tax returns (e.g. Forms 706, 709, 990, 1040, 1040NR, 1065, 1120, 1120-S, 5500, etc.). There are approximately 10,000 current forms for federal, state, and local income tax returns and we have all of them. (Most tax professionals have less than half of these forms available in their tech stack.) All original individual income tax return preparations by us are backed by Protection Plus' $1 Million Tax Audit Defense™ service. We do all of this at a price that is affordable for everyone.

Business Consulting: If you want to start a business or make changes to your business, we can help you navigate the business planning process. We can also help you with tax planning, business acquisition evaluations, debt management strategies, and capital spending planning.

Financial Planning: We love to help people plan for their future. If you want to get out of debt, we can help you develop a strategy to make this happen quickly and at the lowest overall cost to you. If you want to plan for your retirement years or a major purchase (e.g. a house, a car, etc.), we can certainly help you plan for this and even offer insights about potential pitfalls and risks. (Andrew is a former licensed insurance agent and a former licensed REALTOR.)

Account Reconciliation: We can help you identify potential problems with your paycheck and financial accounts (e.g. retirement, brokerage, bank accounts, credit cards, mortgage, etc.). If you suspect that your financial institution is not providing you with accurate statements, we can help by reconciling the accounts so you will be able to determine where the problems really are and pursue a resolution.

QuickBooks Subscriptions: We offer all QuickBooks Online subscriptions to our clients at our cost plus a 3% service fee.

Tax Research: Do you have questions about a particular tax situation? We can help you by researching your tax questions and providing you with a report that documents the necessary details to guide you through your tax situation. This could help with supporting tax return positions during an audit by the IRS or some state or local income tax authority.