A government ID, last year’s tax return (if any), Social Security/ITIN, W‑2/1099s, income statements, expense receipts, bank interest/dividend forms, and any IRS/state letters. Business owners should also bring financial statements and mileage/expense logs.

Yes. We securely collect documents via encrypted portals and meet by phone or video. In‑person appointments are available upon request.

Fees depend on complexity and the type of service. You’ll receive a transparent quote before we begin; no surprise charges.

Absolutely. We specialize in catch‑up filings and resolution with the IRS and state.

Preparation is filing your returns accurately. Planning & advisory is proactive year‑round strategies to legally reduce tax. Resolution addresses existing tax problems like balances due, liens, levies, or audits.

We use encrypted storage, multi‑factor authentication, signed NDAs, and IRS‑compliant procedures (including Written Information Security Plans).

Yes—W‑2 earners, self‑employed, LLCs, S‑corps, C‑corps, partnerships, and nonprofits.

Major cards, ACH, and invoicing. Payment plans may be available for larger engagements.

As early as possible—January through March fills quickly. Extensions are available but taxes owed still must be paid by the due date.

Yes. Upload documents to our secure portal; we review with you by phone/video and e‑file.

Yes. We can amend prior returns if beneficial or required.

Experienced preparers, multi‑step reviews, and IRS‑accepted software; you’ll receive a copy of your return and e‑file confirmation.

Yes, including nonresident and part‑year filings.

Entity selection, income‑shifting, retirement contributions, timing strategies, deductions/credits optimization, estimated tax planning, and quarterly check‑ins.

No. High‑earning individuals, investors, and freelancers benefit significantly from proactive planning.

Some strategies work immediately (withholding, estimated taxes); others compound over the year (retirement, depreciation, elections).

Yes—subscription and quarterly packages are available.

Don’t ignore it. Share the notice with us immediately; deadlines matter. We’ll interpret it and propose options.

Often, yes. We can request holds, negotiate payment options, or pursue hardship status while we resolve the case.

Installment Agreements, Partial Pay IA, Offer in Compromise (OIC), Penalty Abatement, and Currently Not Collectible (CNC), depending on eligibility.

Yes. With a signed Power of Attorney (Form 2848), we speak to the IRS for you.

QuickBooks Online and other leading platforms. We set up chart of accounts, bank feeds, and monthly reconciliations.

Yes—payroll processing, tax deposits, W‑2s/1099s, and quarterly/annual reports

Absolutely. We fix categorizations, reconcile accounts, and prepare for taxes.

Monthly P&L, Balance Sheet, Cash Flow, and custom dashboards.

Credit report analysis, dispute of inaccurate/obsolete items, guidance on utilization and mix, and score‑building strategies.

It varies by case. Many clients see movement in 30–90 days; sustainable improvement is ongoing.

No legitimate company can. We follow compliant, ethical methods and educate you on best practices.

No—proper disputes challenge accuracy. Late payments and high utilization are what typically lower scores.

Affidavits, acknowledgments, jurats, deeds, power of attorney, wills, loan packages, and more (subject to state law).

Yes, where permitted. Bring a valid government ID; remote sessions require audio‑video verification.

Unsigned documents, valid ID, and any witnesses required by your document.

Policies are typically cheaper and easier to qualify for; it protects loved ones and can support wealth‑building goals.

Term is pure protection for a set period; whole/permanent includes lifelong coverage and potential cash value.

A common rule of thumb is 10–15× annual income, adjusted for debts, dependents, and goals. We’ll run a needs analysis.

Personal premiums generally aren’t; some business policies may have limited deductibility—ask us for specifics.

Provides executive‑level finance support: budgeting/forecasting, cash‑flow management, KPI dashboards, pricing analysis, and investor/lender readiness.

Bookkeeping records history; Virtual CFO interprets data and guides strategy and decisions.

Yes—financial packages, projections, and lender communication support.

Ideal for growing startups and small businesses that need strategic finance without hiring a full‑time CFO.

Use the Book Consultation button or call (888) 575-4776. We’ll review your needs and recommend the right service package.

Depends on service and document completeness. We’ll provide an expected timeline before work begins.

We follow IRS Circular 230 standards and state regulations. Information here is general and not tax, legal, or financial advice. Always consult a professional regarding your specific circumstances.