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Latest from the Blog
Real Case: Resolving Incorrect Retirement Rollover & Saving Our Client $$
Discover how we helped a client facing an IRS bill exceeding $11,000 due to a retirement account rollover issue. Our expertise in retirement tax matters and meticulous representation led to the IRS removing the entire bill, providing significant relief and a testament to our commitment to our clients’ causes.
Real Case: How We Saved a Client Over $6,000 Due to Self-Employment Income Reporting Error
Learn how we assisted a client facing an IRS audit with a proposed tax increase of over $8,000 due to unreported self-employment income and expenses. Our meticulous approach, timely response, and thorough documentation led to a significant adjustment, saving the client over $6,000 and earning their trust and recommendations.
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We focus on personal income tax consultation, planning, preparation, and audit resolution.
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