Consulting

Phone Consultation


If you would like to speak with our tax team you can schedule a phone consultation. You can schedule an individual hour or schedule a private webinar with your team. Please call us at 877-650-1099 if you’d like to schedule some time.

Hourly Rate $300.00

Client will be billed our hourly rate; we can provide an estimate prior to consultation.

On-Site Consultation


We can come to you! If you need an expert from our tax team to come to your offices let us know. Our experts can meet with you to answer your questions and work with you to assess your ongoing needs. Please call us at 877-650-1099 if you’d like to schedule some time or talk to us about how we can help.

Our fees will be quoted per project; work will commence upon written approval from client.

Compliance Reviews and Assessments


We can help you review your systems to ensure that you are meeting your compliance obligations. Our tax team can help you in several ways. Please call us at 877-650-1099 if you’d like to schedule a Review or would like us to help you assess your needs.

Our fees will be quoted per project; work will commence upon written approval from client.

Compliance Review

Our Compliance Review is done via phone and electronically. We’ll tell you what we need to see and you’ll provide the information. Once we collect the information we’ll review it and make an initial assessment of your systems and exposure. Based on the information you provide we will give you a report of our findings.

Compliance Assessments

Our Compliance Assessment is a more in-depth review and assessment of your systems. We will come to you to look at your systems, perform staff interviews and collect documentation. We’ll review all of the information collected and make assessment of your systems and exposure. Based on this information we will give you a report of our findings with next steps and suggested policy and procedure changes.

Mock Audits

Our tax team can perform a full mock audit of your systems. We’ll spend time at your offices, interview your staff, collect information and work with you to identify problem areas. This is a very deep review of your systems to ensure that you have systems in place to properly document, track and report as required.

Policy and Procedure Review and Development


We can help you assess your current Policies and Procedures or assist you with development of Policies and Procedures that incorporate best practices and help you ensure compliance. Please call us at 877-650-1099 if you’d like us to assist you with your Policies and Procedures.

Our fees will be quoted per project; work will commence upon written approval from client.

Policy and Procedure Review
We will review your current Policies and Procedures and let you know if we find any problem areas. You provide us you’re your written policies and procedures and we’ll review them. Based on the information you provide we will give you a report on our findings.

Policy and Procedure Development

We can also provide assistance if you decide you’d like to review your systems internally. As part of reviewing your organizations systems it’s imperative that you document your policies and procedures and follow the most up-to-date best practices. We can assist you in reviewing: documenting and implementing policies and procedures that will help you manage risk and reduce potential exposure to penalties.

Our consulting services are customized for each organization. We will talk with you and recommend the best solution for your organization. Please calls us at (887) 650-1099 for more information.

Providing quality tax compliance services since 1994.