Exclusive Tax Services

We specialize in tax services that provide optimal tax health for individuals and small businesses at all times.

Our goals and objectives are:

To assist you in dealing with and resolving your IRS problems
To provide you with tools and strategies early on to minimize the amount of tax you pay
To provide personalized tax services to meet your individual and business needs
To educate and assist you in understanding and meeting your tax responsibilities
To provide information in a simple and easy to understand format
To build a strong trusted advisor relationship through easy and convenient access to your CPA
To provide quality tax help from wherever you are through face-to-face meeting with your CPA via video conference

TAX CHECKUP

Saving You Money

The purpose of out tax checkup is to help you avoid any tax surprises before the year is out. During your virtual visit we will assess your current tax situation based on your information and provide you with strategies and recommendation via a visit summary report to minimize the amount of taxes you pay thereby keeping more of your dollars in your pocket.

TAX PREPARATION

Alleviating Stress

We help alleviate your stress and save you money by preparing your individual and/or business income tax returns minimizing the amount of tax you pay and maximizing the amount dollars you keep in your pocket. Whether it’s the current year or prior years returns you need prepared we can help you!

TAX CONSULTATION

Making Sound Decisions

Whether you are a new, existing, or aspiring business or non-profit we help you meet your tax requirements and make sound decisions through offering strategies, business formation, systems setup, business plan preparation, loan review, financial reporting and much more!

TAX RESOLUTION

We Help You Solve Your IRS Problems

With our extensive IRS experience and a proven track record of success, we provide these services to help solve your IRS problems:

Respond to IRS letters
Penalty abatement
Installment agreement
Offers in Compromise
Lien and Levy Release
Delinquent return preparation – up to 6 yrs.

TAX REVIEW

Need a Second Opinion on Your Taxes

We will perform a thorough and detailed review your tax return prepared by someone else looking for any missed items that could reduce the amount of taxes you owe or increase the amount of your refund. If we find errors, we will prepare the amended return for you.

TAX EDUCATION

Empowering Through Knowledge

We talk about tax! Book us to speak at your event and we will engage, equip, and empower your participants with tax knowledge and strategies.

Book Me Today

Click Here for the Tax Playbook

Schedule an interview for Upstart Tax Academy