HOW WE HELP
If you're facing an audit or appeal with the IRS, you need professional representation to reach your goal. The IRS does not respect individuals, only the professional representing them. Our Enrolled Agent can help with that. We can also give you tips on how avoid the red flags that tell the IRS to give you a closer look. Avoiding the problem is much better than appealing it.
TAX PREP AND PLANNING
We specialize in small business, which often means personal work as well. We'll minimize tax liabilities for your specific business type, and show you how to tie your planning directly to the type of business structure. Do you own rental real estate? Investments? Plan on expansion? We can help with that.
We have special experience helping set up and untangle law offices with insufficient books, records, and administration. We can help with case management software, settlement administration, and ROI
analysis for your advertising campaigns. And if you need more clients or better profitability, we can help with that too.
BUSINESS STRUCTURE, BOOKS, AND PLANNING
We'll help you build (or rebuild) your books and record keeping systems to help you minimize taxes and avoid sending red flags to the IRS. We'll help prepare you for the next level of growth so that you're ready when the time comes.
Non-profits have special challenges when it comes to tracking donations, grants, salaries, and much more. We can help you prepare for the audits and RFIs that come from the grantors, as well as track costs to specific projects.
We'll help you sort out your goals and abilities into a viable plan. Whether you want to buy a house, put a kid through college, prepare for retirement, or just start a business, we can help you plan and prepare. But we do not sell insurance!
Bookkeeping and taxes are a messy business, and probably not what you were thinking of doing when you started your business, unless your business is accounting. We start our businesses because we have a passion for something, and that's what we want to pursue. Eventually you realize, if you have a true intention to build your business, that your entire organization must be structured along lines of financial accountability. You either learn how to do it yourself, or more likely you bring in experts who can help. Our mission is to provide that help.
CLIENTS PRESENT AND PAST
Fish & Richardson*
- Fleming Nolen & Jez*
- Syndication Attorneys*
American Productivity & Quality Center
B&T Athletic Charities LLC*
Best Dam Short Film Festival*
Boulder City Chamber of Commerce*
Rotary Club of Las Vegas Summerlin*
Cap Gemini Ernst & Young*
Counseling Center of Grayslake*
Lee Goldberg Vegas LLC*
Louisiana Dept. of Transportation
- Market Masters LLC*
- Mastersoft Media LLC*
- MJ Engle & Associates*
Software A.G. of North America
University of Texas/Austin
Willow Run Partners LLC*
UTILITIES, ENERGY, CHEMICALS
Atlantic Richfield (ARCO)
- Exxon Exploration
- Shell Development
- Superior Oil*
- Texaco Natural Gas*
- W.R. Grace
- Westlake Group*
* Tax, accounting, economic or financial work; remainder involve database development.
No longer in business
You're here because you have a growing small business. You know you have to keep track of your finances but don't know where to begin. You may have a notice from the IRS or State Comptroller to deal with, or you may simply be anxious to avoid having any such notices in the future.
I can help! You don't have to be an accountant or an attorney to know what to do. In fact, the majority of tax preparers in America today have no license or certification of any kind! To get started, download my free e-book,