Service Description

TAX PLANNING Tax Preparation Services | Tax Planning | Estimated Income Tax | Corporate & Business Taxes Guidance | Preparation/electronic filing of Tax Returns IRS REPRESENTATION Stop a Wage Garnishment or Bank Levy | Obtain Relief from a Spouse’s Tax Debt | Settle or Contest a Tax Liability | Representation for a Tax Audit | File Multiple Years Tax Returns | Re-negotiate a Monthly Payment Plan | IRS Representation | Release a Tax Lien | Reduce or Eliminate Tax Penalties FINANCE MANAGEMENT Wealth - Estate Planning | Asset Management | Management of taxable and tax-exempt income | Estate and Trust Account Management | Reviewing Wills | Planning for education and Retirement | Business Succession Planning | Full Tax Reporting & Planning | Fiduciary Income Tax Returns | Developing Insurance and Gifting Strategies _______ LLC / NONPROFIT STRATEGIC PLANNING A consultant can guide you through the startup process, advise you regarding funding legalities, and ensure compliance with annual filings and reporting requirements. With an experienced consultant, you'll have peace of mind knowing you won't be left in the dark on critical legal matters and your organization will be set up for long-term success. _______ FRESH START PROGRAM The Fresh Start Program provides tax relief to taxpayers who owe more money than they will ever be able to repay to the IRS. Those who qualify can achieve tax reductions of up to 90% or more. There are four main programs available to taxpayers through the Fresh Start Program: 01. Penalty Abatement 02. Offer in Compromise 03. Installment Agreement 04. Currently Non-Collectible Status Other services: Petition Preparation 01. Divorce 02. Bankruptcy 03. Expungement & Seal _______ * Petition Preparers are barred by law from providing legal advice or assist in court. Petition Preparers must sign all documents they prepare; print their information on such documents and furnish copies to the debtor. PTIN: P01627290 *Fixed fee ($invoiced) ...consultations are beneficial to both client and professional because they provide clarity and predictability. The consultation fee is separate from fee for service. If the client is seeking fee for service only, there will be no consultative support. Retainer fees are used to ensure commitment to the work w/ in depth involvement throughout the duration of the project. The retainer fee is mostly to represent the professionals reserved time, and build a trusting relationship.