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HOW WE HELP

Two case lanes. One Process. We take the case, diagnose it and close it. 

Not a menu of disconnected services. Not an open-ended relationship. If you have an existing problem that requires investigation and correction, it’s a case, and we work it from start to finish.

Do you have an existing problem? 

Notices, broken compliance, bad records, and entity issues —---> that's potentially a case.

Do you just need something done routinely? 

Ongoing bookkeeping, annual prep with no underlying problem----> that's not us. 

Lane 01

Tax Cases

For any business or individual facing notices, audits, unfiled returns, or mounting tax debt. 

We stand between you and the IRS or the state. We investigate the full situation, build a resolution strategy, and close the case. 

  • IRS audits and collections 

  • Payroll tax resolution 

  • State tax issues 

  • Unfiled or amended returns when part of resolving the case 

  • Settlement and resolution strategy

Lane 02

Business Cases
 

For business owners whose compliance, financial records or entity status has broken down. 

Before we touch a ledger or a filing, we assess the whole situation. That's where every case starts. 

  • Compliance restoration---licensing, registrations, state agency corrections 

  • Financial reconstruction -- when missing or inaccurate records are part of the case. 

  • Entity status correction-- administratively dissolved, misclassified, or behind on registrations

  • Operational breakdown correction

How a case moves

The same path every time, no indefinite engagements. 

1

2

3

4

5

6

Investigate

Diagnose

Strategy

Corrective Work

Resolve

Close

NOT SURE WHERE YOU FIT? 

Tell us what's going on. We'll tell you exactly where to start. 

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