Enter the Client Center
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

(Click Service Title For Details)

  		• IRS Representation
  		• Tax Preparation
  		• Tax Planning
  		• Services for Legal/Tax Professionals
  		• Business Entity Selection
  		• Estate Planning
  		• Financial Planning
  		• Forensic Accounting
  		• Business Succession Planning   
    IRS Representation
    Sandy's extensive experience, both inside and outside the IRS, makes her uniquely qualified to assist you in resolving your IRS problems. Don't be intimidated by the IRS--help is just a phone call away.

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    Tax Preparation
    Your tax return will receive Sandy's personal attention--it won't be handed off to a staff person. Sandy regularly enhances her experience by attending training courses throughout the year--making sure she is aware of all tax law changes that may affect you.

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    Tax Planning
    Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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    Services for Legal/Tax Professionals
    Refer your clients with confidence. Protect your clients’ rights and give them the benefit of an experienced representative—without disrupting your office work flow. You no longer need to be an IRS expert—we are as close as your phone. Click here for a list of issues we handle.

    We offer different levels of service to the professional community. You and your client may choose the level of service needed:

    Consultation. You and/or your clients may meet with Sandy for guidance on how to best handle a specific situation.

    Referral—for one time assistance. You may refer your client to us and we will handle the issue at hand and keep you posted regarding progress. You will remain the client’s primary contact for issues other than the one we are engaged to handle. When the issue is resolved, our firm will have no further interaction with the client unless additional assistance is requested.

    Referral—ongoing assistance. We appreciate all referrals. If you have potential or current clients whose needs no longer match the services of your firm—consider referring them to us. What your client can expect from us:

    · Honest, straightforward answers to their questions. We won’t paint a rosy picture when the outlook is truly dismal.

    · Prompt response time. Many clients come to us when they are in a crisis situation with the IRS. We will take the time necessary to reassure the client and let them know what they can expect to happen.

    · We will review the facts, explore the options available, and offer a proposed solution for the client’s approval. The final decision is always in the client’s hands.

    · Vigorous representation is one of our trademarks. We will vigorously protect our clients’ rights when dealing with the IRS.

    What your client cannot expect from us:

    We do not promise “pennies on the dollar” solutions. Once in a while, we are able to deliver an Offer In Compromise which does give a client spectacular results—but those cases are the exception and not the norm. We will not deceive the IRS, or other taxing authority, on the client’s behalf.

    What we expect from our clients: We insist our clients be honest with us. We cannot adequately represent anyone if we don’t have all the facts. We insist our clients keep their promises to us and the IRS. For example, if we agree that the client will pay $X to the IRS by a particular date—and we make that commitment to the IRS on the client’s behalf—we expect them to follow through. Our ability to negotiate with the IRS successfully stems from our firm’s credibility—and these things directly impact our credibility. A retainer is required in all cases other than consultations. Depending on the complexity of the situation—a retainer of $500 to $1,000 will be required before we begin work. Consultations are billed at an hourly rate—the first 30 minutes is always complimentary. Once we have been engaged to represent a client before the IRS, we insist the client NOT have further interaction with IRS employees except in our presence until the issue has been fully resolved. Prompt payment of all invoices. Contact me today!

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    Business Entity Selection
    Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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    Estate Planning
    Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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    Financial Planning
    A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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    Forensic Accounting
    We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

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    Business Succession Planning
    Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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