Client Services
Why Work With a Trusted IRS Professional
A federally authorized tax practitioner brings the specialized knowledge required to navigate complex IRS rules and changing tax regulations. We help clarify your tax situation in plain terms, ensuring accuracy in every part of your return while maximizing your financial efficiency and long-term peace of mind.
When you work with an experienced tax advisor, you gain a professional advocate licensed to represent you before the IRS. We handle the stress of deadlines, audits, and notices—using modern tools and clear communication to deliver results, often without you needing to visit an office.
What We Are Expert At
Legal Practice Areas
Tax Return Preparation
Professional filing for individuals and businesses to ensure accuracy and compliance.
IRS Problem Resolution
Expert representation for audits, liens, levies, and installment/payment agreements.
Project Finance
Strategic consulting and structuring for business financing and tax-efficient capital planning.
Credit Repair
Restoring and improving your credit profile through structured financial strategies.
Insurance Planning
Tailored insurance solutions to protect your assets, income, and business interests.
Proactive Tax Planning
Year-round guidance to optimize deductions and prevent unexpected liabilities.
Business Accounting Services
Tailored support for bookkeeping, financial reports, and payroll analysis.
IRS Audit Representation
Professional defense for taxpayers during federal examinations to reduce liability.
Life Changes & Major Financial Decisions
Whether you’re navigating personal milestones or business growth, we provide the clarity and strategy you need to move forward with confidence.
Benjamin Richardson
The tax return is the perfect opportunity to understand past events and make proactive changes for your current year.
IRS Audits, Liens & Penalty Relief
We specialize in penalty abatement, wage garnishment releases, and installment agreements—working directly with the IRS so you don’t have to.
Gloria Rose
As an Enrolled Agent, I am licensed by the federal government to represent and defend taxpayers without limitation before the IRS.
Starting, Growing, or Selling Your Business
Whether you're launching a startup, scaling operations, or planning an exit, we work with you to align your business strategy with smart tax and financial planning.
Walter Myers
We provide the specific guidance you need to choose the best tax-reporting entity for your unique business goals.
