Services

Everything a Metro Detroit taxpayer or small business actually needs.

Four service areas, one relationship. Jump to the one that fits your situation — or start a conversation and we'll figure it out together.

01 · Tax Preparation & Planning

You don't want April to be a surprise — or a scramble.

A clear, proactive tax posture: returns filed correctly and planning conversations that happen before year-end.

Included services
  • Individual (1040) tax preparation
  • Business, partnership, and corporate returns
  • Gift and estate tax filings
  • Multi-state and out-of-state returns
  • Year-round tax planning and projections
  • Business start-up and entity guidance
Process

Intake → prior-year review → planning conversation → return preparation → filing → follow-through.

Who it's for

Individuals, families, self-employed professionals, and small business owners.

02 · Accounting & Bookkeeping

Your books don't tell you what you actually need to know.

Clean, current financials you can rely on — for decisions, for lenders, and for tax time.

Included services
  • Monthly bookkeeping and reconciliations
  • Financial statement preparation
  • General ledger, AP, and AR support
  • Payroll service coordination
  • Bank and credit-card reconciliations
  • Financial analysis and reporting
Process

Diagnostic → cleanup (if needed) → monthly close → recurring statements → advisory review.

Who it's for

Small businesses that need reliable books and a real accountant behind them.

03 · Business Financial Reviews

You suspect there's money, tax, or time being left on the table.

A structured review of your numbers, entity, and reporting — with specific opportunities identified.

Included services
  • Books and reporting review
  • Entity structure and tax method review
  • Cash-flow and profitability read-through
  • Compliance calendar (federal, state, payroll, sales tax)
  • Prior-year tax return review
  • Written summary of findings and next steps
Process

Discovery call → document review → working session → written findings → optional engagement.

Who it's for

Owner-operators and small businesses who want a second set of eyes.

04 · IRS Tax Problem Resolution

You've received a notice, a bill, or worse — and you need it handled correctly.

A calm, compliant path from where you are today to a resolved matter with the IRS.

Included services
  • IRS notice review and response
  • Audit representation
  • Back taxes and unfiled returns
  • Liens, levies, and wage garnishments
  • Installment agreements
  • Offers in Compromise (eligibility-based)
  • Penalty abatement requests
  • Innocent spouse relief
Process

Consultation → IRS transcripts → stabilization → resolution strategy → filing & negotiation → forward planning.

Who it's for

Anyone with an unresolved IRS matter — from a single notice to years of non-filing.