One practice. Eight disciplines. Every engagement designed around outcomes.
Pro-Tax Advisory operates more like a financial advisory and compliance firm than a traditional tax office. Every service is framed around protection, clarity, and results.
Tax Planning
Fewer surprises. Stronger decisions.
Proactive multi-year tax strategy that anticipates deadlines, captures elections, and aligns every move with your broader financial picture.
Tax Preparation
Returns prepared by a credentialed strategist.
Federal, state, multi-state, and expat returns prepared with audit-readiness discipline and strategic positioning — not just data entry.
Tax Resolution
End notices. Restore confidence.
Offers in Compromise, Partial-Pay Installment Agreements, Currently Not Collectible, penalty abatement, and lien/levy relief.
IRS Representation
Unlimited practice rights in all 50 states.
Direct representation as an Enrolled Agent — collections, audits, appeals (CDP, CAP), CP14/CP2000/CP504, and revenue officer cases.
Fraud Examination
Evidence-based clarity.
Forensic review, financial investigations, and fraud risk assessment from a Certified Fraud Examiner.
Compliance Advisory
Audit-ready, regulator-respected.
AML programs, KYC, due-diligence frameworks, and internal controls built to CAMS-grade standards.
Business Tax Support
Payroll, sales tax, multi-entity — handled.
Entity structure review, S-corp planning, payroll trust fund exposure (TFRP), 941/940 liabilities, and corrective filings.
Financial Advisory
Tax decisions aligned with long-term wealth.
Retirement cash-flow, asset-distribution strategy, and CRPC®-level integration with tax resolution and planning.
Not sure which service fits your situation?
Schedule a confidential consultation. We'll diagnose, map your options, and recommend a path.
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