professional partner Program

This exclusive program is subject to minimum qualifications and availability. This program provides you with the “I gotta guy” response and is curated to suit the needs and preferences of qualifying successful business owners and self-employed individuals.

All members of the Professional Partner Program:

• Establish and maintain accountability of their intended result

• Make meaningful decisions with confidence

• Increase cash flow by implementing tax saving strategies

• Release tension knowing their tax reporting is handled by professionals

• Remove hesitation to gaining greater certainty with unlimited phone and e-mail support

• Enhance their knowledge base and resources through our professional network of subject matter experts

• Recognize value beyond the numbers

Leveraging the financial and operational expertise of our primary shareholder, your professional, personal and lifestyle priorities are aligned with our professional services and industry relationships to promote your peace of mind and allow you to focus on what matters most to you. Whether it be freeing your time for family, adding a comma to your net worth, or providing yourself capacity to pursue other interests, we are here with you.

The velocity and intensity of taking action toward achieving your goals is always within your control and reflected in your program level selection. You are free to migrate from one program level to the next and scale up or down as you desire. No long term obligations, no early termination clauses, you stay in control as the primary decision maker at all times.

For assistance determining whether you are ready for the Premium, Plus or Starter service level or to apply for a position within the program, send your e-mail request here, or call 360-474-5892 to schedule an appointment.

PROACTIVE TAX PLANNING

Tired of feeling like your profits are going to the IRS?  You may be paying more in taxes than you need to.  Our proactive tax planning services help identify opportunities to implement legal, tax saving strategies that can help maximize your available deductions and minimize taxes paid.  We follow a three phase approach when delivering our planning services:

DESIGN. BUILD. MAINTAIN.

• Seek out missed opportunities

• Identify available tax saving strategies

• Prepare a formal written plan document

• Deliver an actionable road map for implementation

• Available for ongoing support

We provide a written tax plan that can serve as a road map to reducing your current and future tax burden through the effective use of documented strategies and business practices.

What would you do with your tax savings?

See more about tax planning.

Ready to see if proactive tax planning is right for you? Apply today

tax problem solving

From what we have seen, very rarely will ignoring a problem lead to a resolution, let alone a positive outcome. There are formal processes to follow and special rules applicable to working through tax problems. Our taxpayer representation and tax resolution services follow a three phase approach:

1. Investigation and analysis

2. Return to compliance

3. Application for resolution

After receiving the appropriate authorizations, we can review your case information, provide solutions to get you back into a compliant position and assist you with strategically evaluating your options to resolving your tax problems.

We hear similar radio spots to those our customers hear, claiming to settle your outstanding tax obligations for pennies on the dollar. While those outcomes are possible under certain circumstances, each and every case is evaluated independently and the results of the evaluation are not determined within a thirty second radio advertisement.

Our track record for successfully resolving our customers’ tax problems stands on its own. See more about tax problem representation.

If you are ready to have your case evaluated, you may apply now for representation.

To have your case evaluated, please schedule your appointment today by calling 360-474-5892 or through e-mail.

ACCOUNTING advisory Services

Are you getting all the information you need from your accounting relationships and software to make effective, timely, and meaningful decisions? 

Our role based solutions may uncover the questions you are trying to ask. Our three tiers are aptly named Clerk, Controller and CFO.

If you would like to gain further meaning behind the numbers in order to make strides toward your future plans, then accept this invitation to experience what a collaborative relationship with us could provide.

• Strategic alliance to focus on what you do best

• We have subject matter expertise with certifications in accounting software and supporting applications

• Transaction structuring and data entry support

• Bill payment processing

• Bank account and credit card reconciliation

• Preparation of reporting packet for management use

• Ongoing meetings to discuss results and future plans

Be accountable to yourself. It’s time to determine if you’re making traction toward your goals.

advisory and consulting

We recognize that we are not everything for everyone, and we're very comfortable admitting that fact.  There are times, however, that we do possess a required knowledge, skill or resource that is not currently available within your company.

Given our specialized backgrounds, we are prepared to assist with projects that would require significant additional training in order to complete in-house.

• Financing assistance

• Budget and cash flow monitoring

• Industry benchmarking analysis

• Strategic planning

• Business plan development and documentation

• Reasonable compensation analysis

• Subject matter expertise

• Corporate compliance and documentation

• Internal audit and compliance review

• Risk assessment and control analysis

To discuss your current need or take action on a project, email or call us today at 360-474-5892.