Dear Friend,

I have a feeling I know why you’re reading this right now.

You’re dealing with a tax situation that’s keeping you up at night. Maybe you’ve fallen behind on filing returns from prior years and you’re worried about what the IRS might do next. Or perhaps you’re starting a new business and you’re overwhelmed trying to figure out the right structure, what forms you need, and how to handle everything correctly from the start. Or maybe your tax situation has simply become too complex to navigate on your own, with multiple income streams, investments, rental properties, or multi-state filings that require specialized expertise.

Whatever the reason, you need someone who knows what they’re doing and can help you get it sorted out. As soon as possible. In fact, yesterday would have been ideal.

Am I close?

We get it. We’ve worked with plenty of individuals and business owners who’ve let unfiled returns pile up because they were overwhelmed, or who started a business without proper business advising guidance and now face unexpected complications. And they know that avoiding the problem (or trying to piece together answers from the internet) isn’t going to give them the protection and peace of mind they need.

Perhaps this is your story too. Or perhaps you’ve reached a point where your tax situation has become complex enough that you want an expert who specializes in handling these exact scenarios.

Or are you just starting your business and want to begin on the right foot with proper LLC setup, tax planning, and strategic business advising?

Whatever the reason, we want you to know that our team has been diligently taking care of the tax preparation, resolution, and business advising needs of our clients across a wide variety of situations—expertly handling prior year filings, IRS issues, business formation guidance, and complex returns that require specialized attention.

Because here’s a certain truth as it relates to taxes and your business: The State and Federal Government would love to have more of your business’s hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over unfiled returns or wonder whether you’re handling your business taxes correctly.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years for business people like you in response to the specific questions I’ve received from my clients.