Services

Our Services

The Solutions We Provide

What solutions? Tailored tax and financial solutions for healthcare providers, service-based businesses, and individuals. Our virtual services are designed to make your life easier, no matter where you are.

Tax Preparation

Simplify your tax season with accurate, timely tax preparation. Whether you’re an individual or a business, we ensure your filings are correct and compliant. Maximize eligible refunds for individuals Strategic tax filings for businesses

Tax Planning & Strategies

Be proactive! Our tax planning services help you minimize liabilities to as close to $0.00 as possible and align your taxes with your goals. Year-round tax-saving strategies Custom plans for personal and business needs

Tax Advisory

Navigating complex tax situations can be daunting. Our advisory services provide clear, actionable insights so that you can make informed decisions. Guidance on new tax laws and changes Solutions for unique financial scenarios

Tax Resolution & Representation

Facing IRS issues? We’ll can help you resolve them, from audits to back taxes. Let us advocate on your behalf and put your mind at ease. IRS dispute resolution Negotiating payment plans Representation during IRS audits Assistance with back taxes and penalties

Bookkeeping & Accounting

Keep your financial records in order with our QuickBooks Online-based, full-service bookkeeping and accounting solutions for service-based businesses and healthcare providers. We also offer cleanup and catchup of your historical numbers (bookkeeping) in QuickBooks Online, along with payroll, accounts receivable, and accounts payable support.

Our ideal clients

Healthcare Providers:

Physicians (e.g., general practitioners, specialists, private practices)
Dentists and Orthodontists
Chiropractors
Physical Therapists
Mental Health Professionals (e.g., therapists, counselors, psychologists)
Home Healthcare Providers
Medical Billing Services
Nurse Practitioners and Physician Assistants with independent practices

Service-Based, Non-Inventory Businesses:

Professional Services (e.g., business consultants, marketing agencies, graphic designers, copywriters, IT consultants)
Financial Services (e.g., financial advisors, accounting and tax firms, insurance agents, notary public services)
Home & Trade Services (e.g., interior designers, home organizers, cleaning services, landscapers, electricians, painters)
Personal & Lifestyle Services (e.g., life coaches, virtual assistants, event planners, personal trainers, photographers, personal chefs)
Education & Training (e.g., childcare providers, online course creators, tutors, corporate trainers, language coaches)
Creative Professionals (e.g., photographers, interior designers, architects, artists)
Technology & IT Services (e.g., software developers, cybersecurity consultants, IT support specialists, website designers)
Automotive Services (e.g., mobile detailers, driving instructors, car wrap specialists, custom auto designers, auto mechanics)

Individuals:

Healthcare Professionals (e.g., nurses, medical technologists, traveling healthcare workers)
Independent Contractors (e.g., gig workers, rideshare drivers, delivery drivers)
Self-Employed Individuals (e.g., side hustlers, freelancers)
High-Income Earners with complex tax situations (e.g., multiple investments, real estate holdings)
Young Professionals building wealth or managing student loans
Families (e.g., parents navigating childcare credits, education credits)
New Homeowners looking for deductions and credits
Individuals with IRS Issues (e.g., audits, back taxes, or payment plans)

Our ideal clients

Healthcare Providers:

Physicians (e.g., general practitioners, specialists, private practices)
Dentists and Orthodontists
Chiropractors
Physical Therapists
Mental Health Professionals (e.g., therapists, counselors, psychologists)
Home Healthcare Providers
Medical Billing Services
Nurse Practitioners and Physician Assistants with independent practices

Service-Based, Non-Inventory Businesses:

Consultants (e.g., business, financial, IT)
Marketing Agencies (digital marketing, branding, public relations)
Freelancers and Solopreneurs (e.g., graphic designers, writers, virtual assistants)
Real Estate Professionals (e.g., agents, brokers, property managers)
Event Planners
IT Professionals (e.g., software developers, cybersecurity consultants)
Education and Training Providers (e.g., tutors, corporate trainers, coaches)
Child Care Providers (e.g., home daycare, daycare centers)

Other Service-Oriented Businesses:

Fitness and Wellness Professionals (e.g., personal trainers, yoga instructors)
Creative Professionals (e.g., photographers, interior designers, architects)

Individuals for Tax Solution:

Healthcare Professionals (e.g., nurses, medical technologists, traveling healthcare workers)
Independent Contractors (e.g., gig workers, rideshare drivers, delivery drivers)
Self-Employed Individuals (e.g., side hustlers, freelancers)
High-Income Earners with complex tax situations (e.g., multiple investments, real estate holdings)
Young Professionals building wealth or managing student loans
Families (e.g., parents navigating childcare credits, education credits)
New Homeowners looking for deductions and credits
Individuals with IRS Issues (e.g., audits, back taxes, or payment plans)

Frequently Asked Questions

❖ What industries do you specialize in?

We focus on healthcare providers and service-based, non-inventory businesses.

❖ Do you work with Individuals?

Yes, we help with tax solutions for individuals.

❖ What accounting software do you use?

We specialize in QuickBooks Online for accurate and streamlined bookkeeping.

❖ How do your virtual services work?

We use secure, user-friendly online tools to provide convenient, virtual services.

❖ What types of taxes do you help with?

We assist with individual income taxes, business taxes, IRS disputes, tax resolution, and more.

❖ Do you offer tax planning services year-round?

Yes! Our tax planning services are available year-round to help minimize tax liabilities and optimize your financial situation.

❖ Can you help with IRS audits?

Absolutely! We provide representation and guidance during IRS audits, ensuring your interests are protected.

❖ Do you provide audit services?

We’re not auditors so we do not provide audit services.

❖ How much do your services cost?

We understand that pricing can be a sensitive topic for many, which is why we prioritize clarity and transparency in our pricing structure.

Before we begin working together, we take the time to deeply understand your unique needs and provide complete clarity on the scope of work we’ll deliver. We won’t take you on as a client until we’re 100% confident in our ability to meet your expectations.

Our pricing is calculated based on various factors, including the services you require, the value we bring to your project, its complexity, transaction volume, timing, the number of sales channels involved, level of revenue, and the use of payment processors, among other considerations.

Rest assured, our pricing is clear and upfront, giving you peace of mind even before your project kicks off.

We offer convenient payment options, accepting both ACH and credit card payments. Monthly service charges are due on the first day of each month and are automatically processed through your preferred payment method for your convenience.

❖ How do I get started with your services?

Simply reach out to us via our contact {link to Contact} page to schedule a consultation. We’ll discuss your needs and tailor a plan that fits.

❖ Can I switch my current accounting software to QuickBooks Online?

Yes! In some cases, we could help migrate your existing records to QuickBooks Online to make your bookkeeping more efficient.

❖ Do you provide ongoing support after tax filing?

Yes, we offer ongoing support for any questions or concerns after your taxes are filed, including audit support and future planning.

❖ Do you offer services for small businesses and startups?

Yes, we specialize in helping small businesses and startups with tax planning, bookkeeping, and financial guidance. This could be an add-on, paid service if it falls outside the original scope of work.

❖ Can you assist with tax issues from previous years?

Absolutely! We can help you resolve tax issues from past years, including filing back taxes and negotiating with the IRS.

❖ Do you have all the answers to tax and accounting problems?

While we may not have all the answers, we’re committed to leveraging every available resource to find the best solutions for our clients. Your success is our priority, and we’ll work tirelessly to support you.