Our Services

Tax Planning

Using court-tested and IRS approved strategies, we will put together a tax plan for you that will save you tens of thousands of dollars.  Tax planning is an investment into your financial success that you can’t afford not to make.  We give you a free tax discovery session to give you a glimpse of what is possible when implementing your customized strategic plan.  Tax planning is our specialty, our focus and your future!

Read more about our tax planning service! 

Tax Resolution

Owe the IRS money?  In the middle of an audit?  Penalties piling up?  Let us help you with your IRS troubles!  Credentialed as an Enrolled Agent, Haylee will represent you before the IRS while tirelessly working to reduce your penalties and bring an equitable resolution to your case as quickly as possible.  You can count on expert representation and discreet, focused customer care.

Read more about our resolution services here. 

Bookkeeping & Maintenance Packages

If you have trouble keeping up with the daily bookkeeping that comes along with running your own successful practice, you’ll love our full service bookkeeping packages!  You will have one of our friendly, dedicated bookkeepers helping you stay on track with data entry, account reconciliations, report generation, budgeting, cash flow tracking, and email and phone support.

View our package options here!