Tax planning lives with the CFO work all year. Filing and IRS trouble stay with you as the owner.
For an owner, tax is not a season. It is a line in the cash plan every quarter, an entity choice that changes what you keep, and a file with the IRS that has to be clean before any lender takes you seriously. We set quarterly estimates from the actual close, coordinate business and personal returns, and read your IRS transcripts with a signed Form 8821 so nothing on your account is a surprise. Where a filing needs a licensed preparer, we coordinate with yours or bring one in.
Quarterly estimates built from the real close, entity and pay review, and a written plan for the year so the April number is the number you expected. This is CFO-level tax planning.
Business and personal returns coordinated in one calendar, prior years caught up where needed, and every filing tied back to the books. This is foundation-level filing, done on a controller close.
Notices read and answered on time. Transcript monitoring on Form 8821 so balances and unfiled years show up in our inbox, not in a lien search.
Nobody set estimates, so the bill arrives with penalties and the cash is not there. The fix is quarterly estimates inside the cash plan.
Two or three years are missing, and the IRS has filed substitutes that overstate what you owe. Filing the real returns almost always reduces the balance, and it has to be done before any resolution.
The bank asks for two years of returns and they do not match the books. A real close fixes it going forward, and we reconcile what is behind.
No. We are not a CPA firm and we do not provide audit or attestation. We plan, prepare, and coordinate, and where a licensed signature is required we work with your professional or bring one in. The disclaimer in the footer is exact.
With a signed Form 8821 we can see your account and transcripts and write about them. Representation before the IRS requires Form 2848 and an authorized representative. If your situation needs that, we will say so and help you get it.
Start with the transcript review. It tells us which years are open, what the IRS thinks you owe, and what has to be filed first. Then we file the real returns before we talk about the balance.
Behind, current, or not sure. Not sure is the most common answer, and it is fine.