Scopes of Practice

IRS Offer in Compromise (OIC) – Negotiated settlements for less than the full tax debt.
Installment Agreements & Payment Plans – Structured repayment strategies, including partial pay agreements.
Penalty Abatement Requests – First-time and reasonable cause relief petitions.
Currently Not Collectible (CNC) Status – Relief for clients in severe financial hardship.
Audit Representation/Tax Court Preparation & Liaison Defense and strategy during IRS audits, field visits, and correspondence exams. – Filing petitions and representing clients before U.S. Tax Court (via authorized counsel or liaison role).
Amended Returns & Forensic Review – Prior-year correction, error identification, and recovery of overpaid tax.

Individual & Business Tax Planning – Annual and quarterly advisory for optimal tax positioning.
HNW & Entrepreneur Tax Structuring – Customized planning for founders, investors, and executives.
Real Estate & 1031 Exchange Guidance – Capital gains deferral and property tax strategy.
Entity Classification Elections – S-Corp, C-Corp, disregarded entity analysis.
Retirement & HSA Optimization – Pre-tax planning for contributions, withdrawals, and self-employed SEP/SIMPLE IRA design.
Multi-Year Tax Forecasting – Strategic projections and “what-if” scenarios to reduce future liabilities.

New Entity Setup (LLC, Corp, etc.) – Formation, EIN issuance, state filings, and operating agreements.
Business Licensure & Regulatory Compliance – City, state, federal registration support and renewals.
Operating Agreements & Bylaws – Custom-drafted documents built to reflect ownership control, rights, and duties.
DBA/Fictitious Name Filings – Brand and trade name compliance for sole props and holding companies.
Multi-Entity & Holding Company Structuring – Design and formation of layered business ownership structures for asset protection, liability isolation, and operational scalability, including parent/subsidiary models and series LLCs.

Compliance Systems & SOP Design – Internal controls, policy creation, and operations risk oversight.
Contract Drafting & Review – Service agreements, NDAs, vendor contracts, and client engagement letters.
Registered Agent & Annual Filings – Ongoing statutory maintenance for Nevada and other states.
Liability Shielding Strategies – Multi-entity structures, holding company design, and legal separation of assets.

Risk Assessments – Legal, tax, and operational risk profiling.
Insurance Coordination – Working with your broker to match policies to entity structure and compliance needs.
Cybersecurity & Tech Oversight – Internal controls, employee access policies, and digital record retention protocols.
Business Continuity Planning – Disaster recovery, key-person planning, and succession blueprinting.

Profitability & Margin Analysis – Deep-dive into COGS, vendor contracts, and pricing strategy.
Capital Stack Consulting – Guidance on equity, debt, and investor structuring for early-stage and mature businesses.
Fractional CFO Services – High-level finance function support without full-time hire overhead.
Investor Readiness Audits – Compliance preparation for seed, angel, and institutional funding rounds.