About
I am a former IRS Agent and Manager with 16 years of experience in business and individual tax law, tax return preparation, entity formation and collection issues. Our service is affordable and we are dedicated to each of our client whether it a simple individual tax return or complex business issue. Moreover, our knowledge of IRS collection and Balance Due issues is in depth and guaranteed to resolve collection issues big or small. We offer aggressive audit defense and specialize in educating our clients, ensuring they are fully engaged in the their or their business’s financial health.
What I enjoy most about the work I do is making taxes understandable for all taxpayers. I enjoy removing the burden of the tax, accounting and bookkeeping tasks from my clients and free them up to fully operate their business and know that they have entrusted that part of their business operation to a competent and trustworthy partner.
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Corey C.
Frequently asked questions
What is your typical process for working with a new customer?
We offer a free consultation to assess the customers needs and expectations and answer any initial questions they have regarding their tax situation or any general tax questions overall. We take this time to provide a detailed explanation of our services and any future services that we will offer should the customer’s needs change. If the customer would like to retain our services, we provide them with a welcome packet, outlining our business processes and procedures, rates and provide a contract for year round business customers.
What education and/or training do you have that relates to your work?
I have an Master’s of Business Administration and a Bachelors in Business Management, with a minor in Accounting. I worked as an Small Business and Self Employed Auditor and Audit Group Manager with Internal Revenue Service for eight (8) years and managed the walk-in Taxpayer Assistance Centers for sick (6) years, equipping me with a vast knowledge of IRS issues and resolutions.
Do you have a standard pricing system for your services? If so, please share the details here.
We offer an hourly rate of $120 per hour for year round business clients. Tax consultation and Planning, as well as Collection Assistance services are offered at $85 per hour. Individual and Schedule C Small Business tax return preparation beginning at $150 per return. All tax services include federal and state, as well as payroll tax and information return preparation.
How did you get started in this business?
After leaving the IRS, I decided to use my expertise and knowledge in assisting taxpayers with their federal and state income tax issues, including ongoing business support with accounting and bookkeeping services.
What types of customers have you worked with?
I have worked with domestic and international business customers and individual taxpayers.
What advice would you give a customer looking to hire a pro in your area of expertise?
I would advise a customer to always choose a professional that is well versed and up to date with the latest tax laws and knowledgeable in over federal and state tax law. Just because a person is CPA does not mean they are knowledgeable in tax law.