Six services. One strategy.
Each service is built on top of a real tax plan — not delivered as a standalone task. The result is fewer surprises, fewer dollars to the IRS, and a CPA who actually knows where your business is heading.
Tax Planning
Most CPAs wait until tax season to think about your taxes. We don’t. Year-round proactive planning means identifying savings opportunities before they expire — not after. Every client gets a written plan with specific dollar projections, reviewed quarterly.
- Annual written tax plan with projected savings
- Quarterly strategy meetings with Modupe
- Income shifting, deferral, and acceleration strategies
- Entity-level optimization (S-Corp, partnership, sole prop)
- Retirement plan design (Solo 401k, defined benefit, SEP)
Tax Preparation
Accurate, timely filing for individuals, business owners, and complex multi-entity returns. Every return is reviewed against your written tax plan — so the filing matches the strategy.
- Federal and state returns
- Individual, joint, and business filings (Form 1040, 1120, 1120-S, 1065)
- Complex returns: investments, multiple entities, K-1s
- Amended returns and prior-year catch-up
- Multi-state filings
Business Advisory
Strategic guidance from someone who’s managed Fortune 500-level tax complexity. Whether you’re starting up, scaling, or selling, we model the tax outcome before you commit.
- Entity selection and S-Corp election analysis
- Reasonable-compensation studies for owners
- Cash flow and tax projection modeling
- Exit and succession planning
- Industry-specific strategy: medical, oil & gas, real estate, professional services
Bookkeeping
Clean books are the foundation of every good tax decision. We set up your chart of accounts, tie everything to QuickBooks Online, and deliver a monthly P&L you can actually read.
- Monthly bookkeeping in QuickBooks Online
- Bank, credit card, and merchant reconciliations
- Monthly P&L, balance sheet, and cash flow reports
- Catch-up and clean-up for backlogged books
- Sales tax filings (Texas and multi-state)
Entity Formation
The wrong entity costs thousands a year, every year. We pick the right one, file the paperwork, and integrate it into your tax plan from day one.
- LLC, S-Corp, C-Corp, partnership formation
- EIN registration and state filings
- S-Corp election (Form 2553) — including late elections
- Operating agreements and corporate-record templates
- Multi-entity holding structures
IRS Representation
If the IRS sends a letter, you want a former IRS Agent on your side. We represent you directly and resolve audits, notices, and back-tax issues with a level of insider knowledge most CPAs simply don’t have.
- Audit representation (correspondence, office, field)
- IRS notice and CP-letter response
- Back-tax resolution and installment plans
- Penalty abatement requests
- Offer-in-compromise filings