The Trusted Accounting And Tax Pro's
For Realtors and Real estate Professionals
Serving All Of Your Accounting And Tax Needs
We could save you Thousands in taxes
If its been a while (or maybe never) since you sat down with a trusted advisor and had a complete review of your accounting and taxes you could be leaving money on the table.
By specializing in serving real estate professionals we can help you:
- Identify areas where you’re spending too much
- Increase revenues
- Get your finances in order
- Settle your back taxes
- Help you be there hero to your clients who are facing tax issues preventing them from buying or selling a home
- And even save you thousands in taxes
We take care of your accounting and tax needs so you can focus on building your business.
…because you have better things to do.
Let's Talk
Book a Free Strategy Call With Our Experts
We can help ensure you are maximizing the profitability of your business and creating lasting wealth.
How we can help
As a full-service CPA firm we can help with any of your accounting related needs.
Accounting/ Bookkeeping
We can pay your bills, manage your payroll, reconcile bank accounts and credit cards, enter and properly classify transactions, manage fixed assets, review your financials, and more on a regular basis.
We provide monthly financial reports so you know your numbers and can make data-driven decisions.
Starting at: $395/mo
Financial Mentorship
The primary goal of business ownership is to create wealth for you and your family.
We help come up with actionable goals to help you stay on the track to success.
Tax
We take a proactive approach, monitoring your unique financial situation and planning tax minimization strategies that allow you to keep more of your hard-earned money.
Its not uncommon to save our clients thousands in taxes each and every year!
Starting at:
$295 - Personal taxes and Schedule C businesses each.
$525 - Business entity returns.
CFO Services
You need accurate, real-time data to run your business effectively and capitalize on opportunities.
We benchmark you against similar businesses to see what can be improved upon.
Why choose us
We are financial experts specializing in helping you simplify your accounting and build lasting wealth.
specialists
Most accountants are generalists who serve a wide range of clients in a variety of industries.
We focus on Realtors and Real Estate Professionals, so we are familiar with the challenges you face and what keeps you up at night.
Business Experts
Most people spend nearly a decade or more training and learning their craft, but too often spend ZERO time learning how to be a business owner.
We actively monitor your business fundamentals to help you understand what’s going on while providing advice about how it can be improved.
Client Focused
We develop a personal relationship with you and create a financial plan that is tailored to your unique goals and aspirations.
We’re always available to discuss concerns or help make decisions to make sure you’re on the right track.
Let's see how much time and money we can save you!
Click below to schedule a quick discovery call with our experts. It's free!
We make IRS tax debt relief simple
and stress free
Tired of non-stop collection calls?
lien on your property?
levy on your paycheck or bank accounts?
With our simple, straightforward, and honest approach to tax relief we will get your life back on track …and get the IRS off your back.
As realtors we know you can sometimes run into tax issues arising from the challenges of being an independent contractor and being entirely responsible for making your own estimated tax payments.
We also know that Realtors often tend to run into clients who may have a tax issue that is preventing them from completing a real estate transaction. We can help!
Not only can we help you with any tax issue you may be facing but we can also help you close that deal by assisting your buyers and sellers resolve their tax issues.
We can remove liens and levy’s, stop collections calls, and get approval from the IRS to proceed with a real estate transaction.
All you have to do is pick a time to speak with us and we will walk you through every step of the process.
Our Simple Process
Our 3-phrase process involves getting to know you and your case so we can resolve it in the most beneficial way possible.
Phase 1
Tax Case Review
Start Here.
First we will review your situation and see where you stand. We will talk with you to see what types of debt you have, from what time periods, and what letters or notices you have received from the IRS.
Phase 2
Tax Settlement and Financial Analysis
Deep Dive.
This is where we will get into the nitty gritty details. We dive into your IRS transcripts and evaluate your financial condition to determine what tax resolution pathways you qualify for and your best option.
Phase 3
Tax Debt Resolution
Resolution.
Here we either settle your tax debt for less than you owe, get you in currently non-collectible status, or set up an installment agreement. If the IRS doesn't agree to our terms we are more than happy to go to appeals to get the best result on your behalf.
We pride ourselves on providing friendly service and quality work at competitive prices.
owe back taxes to the I.R.S.?
have 1 or more years of un-filed tax returns?
We can help.
Book a Free Call With Our Experts
Step by Step Guide to Tax Resolution
Here are the simple steps we take to resolve your tax debt, we break it down in more detail here so you will know what to expect along the journey.
Step 1
Tax Debt Review
Book your free initial Tax Debt Review so that we can learn about your situation and special circumstances.
Here we will get a high-level overview of whats going on with your case so we can determine what the best next steps are for you.
- Free initial review
- No commitment required
- Walk away with a better understanding of where you are and what your options are to settle your tax debt.
Step 2
Tax Debt Analysis
Here we will pull your IRS transcripts to access all the details about your tax case including:
- Tax debt amounts and periods delinquent
- Any missing tax returns that need filed
- Types of taxes owed (i.e. Personal or business, etc)
- Any collections time limitations that may be upcoming
- Any appeals rights currently available
Step 3
Financial Analysis
Here we will collect information from you in order to essentially compile a complete financial statement. This includes your net monthy income and a balance sheet of all assets you own.
This information is required to apply for or be granted certain IRS resolutions options. Plus we need it to determine which options you qualify for and which resolution path is best/most advantageous for your situation.
- Collect income and expense information
- List all assets owned and their corresponding debt
- Determine where there is room for adjustment to make your case more favorable based on resolution criteria
Step 4
Seek Debt Resolution
Now that we have a complete picture of your case we will make a determination of which resolution options you qualify for and which to pursue first.
We will prepare an offer to present to the IRS for approval which will include your complete financial package.
Then we will work with your assigned IRS Officer to settle your back taxes.
- Determine which debt resolution options you qualify for
- Choose the most advantageous option for your situation
- Submit a complete financial package and offer to the IRS
- Work with IRS Officer to get your offer approved
Step 5
Appeal
If the IRS does not accept our offer we will appeal the decision and fight the IRS on your behalf.
A lot of tax cases are settled in appeals so this is not uncommon and surprisingly this can be your best pathway to your chosen settlement option.
- If denied, we will filed your case with appeals to further fight to get your tax debt settled fairly
- While it may sound scary its a very common pathway to resolution
Step 6
Monitor
Once your tax debt has been resolved we can monitor your account to ensure continued compliance with IRS requirements. It will also allow us to be notified and receive new notices from the IRS regarding your account.
This is an essential part of the process as most IRS resolution options require your account to remain in good standing for a period of many years.
If you fall behind on tax payments or fail to file or pay, the IRS can revoke your tax resolution and undo all the work we have done thus far.
In order to avoid this we can monitor your account with the IRS, ensure you are making any required payments, and prepare and file your tax returns.
- Actively monitor your IRS account for compliance issues
- Verify tax filings and payments are being made on time
- Immediately alerted of any new IRS notices issued
Big enough to fight the IRS …Small enough to care about you.
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Who We Are
Full-Service CPA firm based in Ohio
Go Paperless, Go Green!
We are what the industry refers to as a firm of the future (or a virtual firm).
Although we have a presence in both Ohio and Florida we are happy to serve clients located anywhere in the U.S.
We offer a wide range of services from:
- Tax Preparation/Compliance
- Payroll
- Bookkeeping/QuickBooks/QBO
- A/P
- Tax Planning
- Tax Resolution/Representation
- AND MORE…
Founder
Top rated tax resolution firm in Ohio
Schedule a meeting with us today to settle your tax debt and get your life back.
A proud American Family owned business.
Veteran Owned business.
