Profitability Review
One of the primary objectives of a successful business is to make a profit. But like many business owners, you may find that the daily reality of running a business leaves you with little time to forecast profitability or optimize the profitability of an existing project. Natalya specializes in helping business owners maximize revenues while […]
Quarterly and Annual Books Check Up and Review
Accurate bookkeeping is essential for tax return preparation. When reviewing your financial records, Natalya utilizes her training and skills as a former IRS agent to ensure that the numbers are accurate and real. If she finds something that raises a ‘red flag’, Natalya will dig deeper for clarification. Bookkeeping review services are offered on a […]
QuickBooks Set Up and Maintenance
Just started your business? Natalya is an expert in helping businesses grow with proper bookkeeping and financial record keeping. As a member of the QuickBooks ProAdvisor program, she is skillfully equipped in the proper set up of your QuickBooks file along with customizing it specifically to your business needs. Natalya and her staff will take […]
Part-Time Chief Financial Officer
If you are a small to mid-sized business, having a chief financial officer is not just a good idea, it’s a basic necessity. It is critical for one person in your organization to be focused on creating long and short-term financial goals, obtaining financing, improving profitability, handling risk management and ensuring financial information is timely […]
Books Reconstruction and Review
Reconstruction of records is vitally important when the records are destroyed, but they are necessary for a court hearing or an IRS audit. We can help you reconstruct your books and records from years ago. As a former Revenue Agent, Natalya has extensive experience reconstructing missing records and determining accurate amounts of income and expenses. […]
Business Development Consulting
Every business goes through stages of progress, transition, and stagnation. Business Development Consulting exists to assist business owners through periods when positive progress just isn’t happening. The business owner may already have a plan in place. Or, they may have no idea how to get where they want their business to go. This type of […]
Tax Litigation
Tax litigation is a legal action between a taxpayer and the state or federal government. Usually, the types of issues in dispute are the omission of income or an over-reporting of deductions or credits. Natalya’s unique skill set as a former IRS agent, her superior knowledge of tax law and procedure, plus her experience litigating […]
Liens and Levies
Our office has successfully handled numerous liens and levies. Don’t delay in calling us if you have a tax levy or tax lien. We can help by securing a temporary freeze on further collection activity, giving us sufficient time to analyze your situation and determine the best course of action. What is a lien? A […]
IRS and FTB Audits
Tax audits could be very scary, cumbersome, and costly, especially, if they are not handled well from the very beginning. Hiring a tax attorney to help with an audit can benefit you in many ways. It can significantly bolster your chances of getting a fair outcome. Many people don’t realize that audits can go both […]
Unpaid Taxes
If you have not been able to pay your tax liabilities, don’t be embarrassed! It’s more common than you think! And, we can help you. First, we contact the agency assessing the tax (it could be Internal Revenue Service, Franchise Tax Board, Employment Development Department, or Board of Equalization) and determine the amount that you owe. […]
Unfiled Returns
Whether it’s last year’s tax returns or the returns that needed to be filed 10 or 20 years ago (yes, we did have a few clients who needed to file the returns for tax year 1990…) – we can help you file them! We brainstorm with you on various ways to collect the information necessary […]
Tax Preparation and Planning
We prepare all types of individual and business tax returns. What is different about our process? Two things: 1) Being proactive when you need to get things done – we contact you, remind you, make sure that you have the necessary guidance to provide us with the documents and records we need to prepare your […]