Services

Tax & Advisory Services for Small Businesses and Individuals

Every engagement is customized. No cookie-cutter packages.

Tax Planning & Strategy

Build a Strategy That Reduces What You Owe — Before the Year Ends

For: Business owners and individuals who want to reduce their tax liability before year-end — not just find out what they owe in April.

  • Proactive, year-round planning with quarterly strategy check-ins
  • Entity structure review — are you taxed the right way for your income level?
  • Income timing strategies to shift or defer income when it makes sense
  • Deduction optimization across business and personal expenses
  • Major event planning — business sale, real estate, inheritance, equity events
Most people find out what they owe at filing time. Our clients already know — and they've spent the year taking legal steps to lower that number. That's the difference between compliance and strategy.
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Tax planning strategy session
Tax return documents being reviewed

Tax Preparation — Individual & Business

Accurate Returns Prepared With Your Full Financial Picture in Mind

For: Individuals and businesses who want accurate, strategic returns — not just compliance checking.

  • Individual returns (Form 1040) including investment income and multi-state filing
  • Business returns — S-Corps (1120S), Partnerships (1065), Schedule C
  • Prior year returns and amended returns
  • Multi-state filing for business owners operating across state lines
  • Returns that integrate with your broader tax strategy — not filed in isolation
We prepare your return the way it should be — with full knowledge of your financial picture, your business structure, and the strategy we've built together.
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Small Business Advisory

A Financial Thinking Partner — Not Just a Tax Preparer

For: Business owners who need strategic guidance on how their business is structured, financed, and run — not just how it's taxed.

  • Entity selection and setup — LLC, S-Corp, C-Corp — which is right for you?
  • Financial systems design for clarity, scalability, and audit-readiness
  • QuickBooks setup, cleanup, and optimization (ProAdvisor certified)
  • Profit-first thinking — building a business that pays you, not just the IRS
  • Growth planning conversations — expansion, hiring, new revenue streams
Most small business owners are running their companies without a financial co-pilot. We fill that seat.
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Business owner with financial advisor
CPA reviewing IRS correspondence

IRS Representation

Someone in Your Corner When the IRS Comes Calling

For: Individuals and businesses facing an audit, IRS notice, back taxes, or other correspondence requiring a licensed professional.

  • Audit representation and correspondence management
  • Response to CP notices, Letters 531, 525, and other IRS communications
  • Negotiation of payment plans and installment agreements
  • Penalty abatement requests where applicable
  • Prior year unfiled return resolution
Dealing with the IRS alone is stressful and risky. As a licensed CPA, Michelle can represent you before the IRS — handling communications, building the response strategy, and protecting your position.
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The Process

How It Works

From first call to ongoing strategy — here's what the engagement looks like.

1

Book a Free Consultation

A no-pressure 30-minute call to understand your situation, your goals, and whether we're the right fit for each other.

2

We Review Your Situation

We take a full look at your tax history, entity structure, income picture, and financial gaps before making any recommendations.

3

We Build Your Custom Strategy

No templates. We design a tax and financial strategy specific to your business, your goals, and your calendar year.

4

We Execute and Stay With You

We implement, monitor, and adjust as your year unfolds — with regular check-ins and a direct line to Michelle when you need it.

Ready to Build a Strategy That Actually Works?

Book a free 30-minute consultation. No pressure, no obligation — just an honest conversation about where you are and where you could be.

Book Your Free Consultation