Tax Resolution and Problem Solving

Expert CPA assistance for individuals and small businesses alike.

Small business

Bookkeeping is more than data entry; when it's done right, you can gauge the success of your business and make informed decisions. Small business accounting, especially when reviewed with an eye on tax planning, can make the difference between financial confidence and ugly surprises.

The IRS is ramping up enforcement of small business tax compliance, with more and more tax filings facing scrutiny. Let an expert guide you through the process. I'm here to help you file accurate and complete tax returns.

A dollar bill standing upright in front of a white brick wall
A dollar bill standing upright in front of a white brick wall
Individuals, estates, and trusts

Many Americans fear the IRS more than any other compliance and enforcement agency. You need an experienced advisor to make sure that your taxes are accurate - and to make sure that you don't pay a dollar more than you need to.

As Benjamin Franklin famously said, "...in this world nothing can be said to be certain, except death and taxes." This includes final tax returns for a loved one who has passed away, tax returns for the estate, and tax returns for both testamentary and inter vivos trusts.

Tax Preparation and Planning

In a pickle with your taxes?

If you're on the receiving end of a notice, letter, or phone call with the IRS, it can be scary, confusing, and stressful. No matter what happened to get you in their sights, I can help. Whether you need to catch up on filing your taxes, you have an audit looming, or you've been ignoring any envelope that says "IRS" on it, we can find a solution.

Let me step into your shoes and handle the IRS, so you can lift that weight off your shoulders!

IRS representation and so much more.

Client Feedback

Hear from our satisfied clients about their tax experiences with us.

Lucy provided exceptional service, guiding me through my tax issues seamlessly.

John Smith
The scene includes a dimly lit workspace with a focus on tax-related documents, a pen, and a mug. The documents are prominently featured on the table, indicating a financial or tax preparation setting.
The scene includes a dimly lit workspace with a focus on tax-related documents, a pen, and a mug. The documents are prominently featured on the table, indicating a financial or tax preparation setting.

New York

Working with Lucy was a game changer for my small business taxes. Highly recommend!

A person wearing a patterned shirt is actively participating in a protest or demonstration, holding up a sign with text related to taxes and jobs.
A person wearing a patterned shirt is actively participating in a protest or demonstration, holding up a sign with text related to taxes and jobs.
Mary Jones

Los Angeles

★★★★★
★★★★★