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01
Tax Preparation
Personal and business tax preparation -with strategies to help maximize your refund and reduce tax liability.
Personal and business fillings
Multi-entry coordination
Federal & state • all 50 states
Year-round planning
02
Tax Resolution
Do you have tax debt? We work directly with the IRS to help you reduce or eliminate tax debt with several options available
IRS representation
Penalty abatement
Back-tax assitance
Installment and offer agreements
03
Bookkeeping
We keep books that tell a story —so you can walk into any bank and get funding with ease. Monthly reconciliation, financial statements, and a client portal with everything you need.
Monthly close and reconciliation
P&L, balance sheet, cash flow
Monthly financial statements
Year-end prep and payroll coordination
04
Advisory & Mentorship
Quarterly counsel with Dr. Misha Milam for founders building durable businesses - strategy that distinguishes a company from a venture.
Systems & Automations
Wealth Protection and Strategies
Marketing and Branding
Entity and Capital Structure
01
Tax Preparation
Personal and business tax preparation -with strategies to help maximize your refund and reduce tax liability.
Personal and business fillings
Multi-entry coordination
Federal & state • all 50 states
Year-round planning
02
Tax Resolution
Do you have tax debt? We work directly with the IRS to help you reduce or eliminate tax debt with several options available
IRS representation
Multi-entry coordination
Back-tax assitance
Installment and offer agreements
03
Bookkeeping
We keep books that tell a story —so you can walk into any bank and get funding with ease. Monthly reconciliation, financial statements, and a client portal with everything you need.
Monthly close and reconciliation
P&L, balance sheet, cash flow
Monthly financial statements
Year-end prep and payroll coordination
04
Advisory & Mentorship
Quarterly counsel with Dr. Misha Milam for founders building durable businesses - strategy that distinguishes a company from a venture.
Systems & Automations
Wealth Protection and Strategies
Marketing and Branding
Entity and Capital Structure
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