Services



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Tax Resolution

You have no reason to panic when you receive the dreaded tax liability letter, we will review and determine the best resolution strategy for you.
  • Challenging assessed taxes
  • Penalty Abatement
  • IRS Examinations
  • Offers-In-Compromise
  • Installment Agreements
  • Uncollectible Status
  • Transcript Analysis
  • Tax Liens
  • Tax Levies

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    Consulting and Advisory

    Your accounting and reporting needs all taken care of!
  • Technical Accounting – we provide advice and guidance to ensure you are compliant with accounting standards
  • Reasonable Compensation Reports – protect your business!!
  • Tax planning – “Failing to plan is planning to fail”…..tax planning is not an annual event. We walk the journey with you, recommending relevant tax strategies as you or your business evolves
  • Tax compliance – we will handle preparation of tax returns for you
  • Internal controls – we identify and document key controls needed to minimize risk
  • Finance Diagnostic Assessments – we assess and recommend technologies needed to eliminate non-value adding services and streamline accounting processes
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    Fractional CFO Services

    CFO guidance at a fraction of the cost!
  • We liaise with your external auditors and tax advisors
  • Financial Reporting and compliance and GAAP compliance
  • Strategies for a healthy cashflow
  • Budget preparation and monitoring so you can make informed decisions
  • We will work with you to produce your investor reports timely

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    Testimonials

    What Clients Says

    Susan

    I was looking for a fractional CFO and received so much more! An accounting professional that I can count on at different times throughout the year, not just at tax time. What I like the most about ACCTAXADVISORS Certified Public Account’s services is they are always available to give me advice and take time to get my tax and financials prepared properly. I think what sets them apart from other firms is they get to know you and your ever-changing fiscal situation. Loreta did an excellent job managing a forensic accounting need and saving my business thousands of dollars after noticing several discrepancies and unfair terms/conditions in a long-term equipment and materials lease assumption agreement. I trust and I recommend this accounting advisory group. Loreta delivered stellar tax and business advisory services; she is a savvy solutions provider who is helping my business grow.

    Lisa

    Loreta has been handling our bookkeeping needs and I like how she unpacks the complex matters so that a non-accountant like me can understand. She is brilliant!

    Melinda Hernandez

    I am thoroughly delighted with the service I received. Thembi was prompt and efficient. She made sure to be thorough and explain anything I might not understand about my taxes. She is wonderful and I appreciate the help I received. Will be a returning customer.

    Azza

    Loreta was AMAZING. She truly made the process of filing my taxes as simple as can be! She was extremely responsive, timely, and thorough with her work. She took the time throughout the process to ensure I understood how my taxes would be filed and answered my (many) questions/ concerns with certainty and reassurance! I was a student with absolutely no knowledge of filing a 1099-NEC and she made the process essentially effortless for me! Exceptional customer service and professional skills as a CPA. Will definitely be requesting her services for taxes this upcoming year again – do yourself a favor and request your taxes done with her!

    Salma Ashmawi

    “I love Thembi I was really worried. I was very disorganized, late, and lost many papers during my several moves. She was so patient and effective, I am amazed and forever grateful. She put everything together for me. Went over it clearly with me and saved me a ton of money. I’m never using any one else as long as I live in this area. She also revised the amount I owe her on her own when she found that the sales of my house was not going to need extra work from her. I admire her professionalism, honesty, and friendliness. Thank you Thembi”

    Darlene

    “Loreta was friendly and patient in answering my questions. She maintained contact with me throughout the process. Was very knowledgeable”