Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

• Asset & investment management
  
• Retirement strategies
  
• Estate & fiduciary taxes
  
• Estate & legacy conservation
  
• Tax management strategies
  
• Individual & corporate income taxes
  
• Business and personal financial statements
  
• Compilations and reviews
  
• Life insurance and pensionized income products
  
• New business setup

In addition to understanding tax strategies and managing your tax bill, a special area of  knowledge in our professional practice involves helping resolve many types of tax controversy.

Some of the specialized IRS and State tax problem resolution services we provide include the following:

• Unfiled Returns
  
• Audit Representation
  
• Payroll Tax Problems
  
• Installment Agreements
  
• Penalty Abatement
  
• Offer in Compromise (OIC)
  
• Innocent Spouse Relief
  
• Liens
  
• Levies & Garnishments
  
• Threats of Seizure

As a member of the National Association of Enrolled Agents and a Fellow of the National Tax Practice Institute™ (NTPI®), Josh is an expert in representation before the IRS and uniquely qualified to assist you in preparing an acceptable Offer in Compromise.