About us

We’re built for growing entrepreneurs.
 

Our target clients are small to mid sized businesses and business owners.  
 

We generally only prepare individual income tax returns for small buiness owners, residentail and commercial landlords, successful professionals and individuals who we represent before the Internal Revenue Service during examinationsand similar proceedings.

What we do...

 

We work with you to ensure that your personal and business processes are conducted in a manner that ensures ongoing integrity and compliance with tax laws. 

 

Advances in technology now allow us to securely provide you with tax and accounting services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of hiring an in-house accountant.

 

Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles.

 

We've developed a unique process that makes it quick and easy to file your taxes and run your business. If you prefer to work with us remotely, you will find our services are the right fit. We're also available for in person meetings if that's more your style. 

 

We provide the same level of service online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information.

 

We also offer Proactive Tax Planning services through Proactive Tax Advisors, Inc. our tax planning division that is also 100% owned and operated by Daniel H. Guarin, a Certified Tax Coach (CTC).

 

CTCs are tax professionals with advanced training in proactive tax planning, who specialize in finding deductions, credits, loopholes, and strategies to help their clients pay less tax. 

 

If you ever have issues with the IRS, we're Federally Licensed to Represent you. The clients who engage us for ongoing services rarely have any IRS Issues.

 

However, we come across individuals and businesses that haven't had the best tax adivice or an advisor who's really looking out for their client's best interest.

 

We resolve all types of IRS issues from IRS Exams ("Audits"), Offers in Compromise, Trust Fund Recovery Penalties, Installment Agreements, and pretty much any type of IRS notice that comes your way.

 

Our services include, but are not limited to:

 

  • Outsourced CFO Services
  • Proactive Tax Planning
  • Tax Preparation and Consulting
  • Remote Accounting / Bookkeeping
  • Business Transaction Process Flow

  • Business Consulting
  • IRS Representation & Defense 
  • IRS Examinations "Audits"
  • Offer In Compromise
  • Trust Fund Recovery Penalties
  • Installment Agreements
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