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Individual Consulting

When life gives you lemons, let us help you make lemonade

  • IRS and state representation—We have extensive experience with tax audits, non-filed returns, back taxes owed, and more. We work directly with the IRS and other government agencies on your behalf. Leave all the details to us!
  • Mortgage refinancing—We can help you gather the necessary paperwork or prepare a personal financial statement for your lender.