Stay Ahead of Audits and Protect Your Business

Proactive Tax Defense

We identify tax risks early, correct them quickly, and prepare your business with audit-ready structure and documentation.

Financial Health Assessment

Why Proactive Matters

The best time to prepare for an audit is before it happens.
Our proactive approach strengthens your systems, surfaces exposure, resolves issues, and ensures you understand exactly where your risks are.

What We Review

  • Tax return history and patterns

  • Chart of accounts

  • Expense classifications

  • Documentation quality

  • High-risk categories

  • State and local tax exposure

  • Audit flags and triggers

  • Reporting inconsistencies

What You Receive

  • Audit-readiness score

  • Clear vulnerability report

  • Fixes and corrections

  • Documentation improvements

  • Commendations for minimizing future risk

  • Coordination with your CPA

  • Ongoing support options

Your Questions, Answered

  • We offer a range of solutions designed to meet your needs—whether you're just getting started or scaling something bigger. Everything is tailored to help you move forward with clarity and confidence.

  • Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

  • We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.

  • Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.

HOW

IT

WORKS

Step One

Send Us A Message

Let us know you’re interested in our services and we’ll see if it’s right for you.

Step Two

Send Us A Message

Let us know you’re interested in our services and we’ll see if it’s right for you.

Step Three

Send Us A Message

Let us know you’re interested in our services and we’ll see if it’s right for you.

Step Four

Send Us A Message

Let us know you’re interested in our services and we’ll see if it’s right for you.

LET'S GET STARTED →

Proactive Tax Defense Pathway

This pathway mirrors the IRS audit process through escalating stages. Each stage is hired only when needed, giving your business the exact level of support required to reduce risk and strengthen compliance.

Stage One: Baseline Survey & Action Plan
$4,995.00

This first stage provides a high-level IRS-style review of 3–5 years of financials, tax returns, and key records to identify potential audit triggers and compliance risks. Includes kickoff call, risk scan, penalty estimate, and a customized action plan with recommendations.

Stage Two: Targeted Deep Dive
$3,995.00

A detailed investigation into flagged issues from Stage One, including transaction-level reviews, classification checks, and IRS-style documentation exams. Includes a risk matrix, refined action plan, and two strategy sessions. Only purchased if risks warrant deeper analysis.

Stage Three: Comprehensive Simulation
$0.00

Reserved for complex or severe cases requiring advanced audit-style review. This stage includes a full IRS-style simulation, enhanced documentation preparation, and referrals to qualified CPAs or tax attorneys when appropriate. Due to complexity, this stage begins with a consultation.

Follow-Up Stage: Ongoing Tax Support
from $995.00

Optional ongoing support to ensure successful implementation of your action plan, maintain compliance, and continue monitoring high-risk areas. Available in 1-month or 3-month engagements.

Our Process

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and diagonal lines.

    Plan with Purpose

    Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and half circle lines.

    Collaborate Openly

    You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and circle lines.

    Adapt as Needed

    Every project is different. We stay flexible and responsive to make sure the process fits your flow—not the other way around.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and diagonal lines.

    Deliver with Confidence

    When we deliver, it’s not just a finished product—it’s a solution you can trust, backed by real care and effort.

LET’S GET STARTED

Our team is ready to provide the attention, care, and expertise you deserve.

SCHEDULE CONSULTATION CALL