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Tax preparation includes federal, state, or local tax returns.  Tax advisory services include analyzing financial and tax problems, formulating solutions, and making recommendations to provide advice on taxation for clients ranging from individuals to businesses focused on targeted action steps designed to maximize the individual or business's tax position.

Tax Planning focuses on legally reducing taxes proactively through deductions, credits, tax deferrals, and tax forgiveness plan tools.

Tax Recovery focuses on legally reclaiming overpaid past taxes by reviewing past returns for amendment opportunities.

Tax Resolution helps people resolve tax problems such as unfiled returns, unpaid taxes, audit representation, and tax disputes through negotiated settlement and payment plans.

Business Profit Maximization focuses on optimizing resources and efficiencies to help produce the highest potential growth.  Coaching provides guidance, strategies, and mentorship to help entrepreneurs and businesses improve performance, overcome challenges, and reach their strategic goals.

Outsourced Accounting involves delegating accounting tasks like bookkeeping and financial reporting to external experts, ensuring accuracy and efficiency.

A Fractional CFO/Controller provides part-time, as-needed financial leadership, helping businesses with strategic planning, budgeting, and financial management without the cost of a full-time hire.