Consulting Services

  • IRS representation and audit
  • Financial Planning
  • Financial reporting and budget consolidations and analysis

IRS Audit Representations

Our firm has extensive experience with representing clients in front of the IRS and Franchise Tax Board. We strive to minimize and audit findings and work closely with our clients in developing strategies that will benefit their audit representation.

Financial Planning

Financial planning for both small business and individuals is the core of what we help with to maximize our clients tax savings and plan for future growth. We provide annual or quarterly reviews to analysis performance for the current year and structure any plans to mitigate any tax burden.

Financial reporting and Budget consolidations and analysis

We work in an ever increase global economy and many of our clients have offshore subsidiaries that need to be accounted for when reporting the IRS. We can assist with consolidating budgets and financial reporting need for tax reporting and investor analysis.