Tailored tax strategies for every stage of your financial journey.
01
Tax Planning & Strategy
“Most tax returns tell the store of last year. A real strategy writes the story of next year — before it happens.”
Effective tax planning goes far beyond filing a return — it’s an ongoing process of identifying opportunities, anticipating changes, and making strategic decisions throughout the year. We build a plan around your specific income profile, entity structure, and financial goals — proactively, year-round.
Our proprietary three-phase Tax Assessment process begins by analyzing your prior returns and financial statements before a single recommendation is made. The result is a Custom Tax Analysis Report — a written, personalized strategy document you own and can act on.
Year round tax monitoring
Deduction optimization
Multi-year projections
Income timing strategies
Capital gains planning
Life Event planning
02
Business Tax Advisory
“Your business structure is either working for you or against you. We make sure it’s always the former”
Business owners face unique and often complex tax challenges. We work alongside you as a trusted advisor — helping structure your business tax-efficiently, optimize owner compensation strategies, and plan for growth, transition, or sale.
Whether you’re a sole proprietor considering an S-Corp election, a growing LLC evaluating entity restructuring, or an established company preparing for a liquidity event, we bring the strategic depth your situation demands. We work with businesses in the Chesterfield, MO and Greater St. Louis area, South Central Missouri, including Houston and Cabool, MO and can work with anyone virtually nationwide.
Entity structure analysis
Owner reasonable compensation planning
Business succession planning
S-Corp election guidance
Retirement plan guidance
M&A tax due diligence
03
IRS Tax Representation
“When the IRS comes calling, you deserve someone in your corner who knows all the rules.”
Receiving an IRS notice can be deeply stressful. As an CPA, we can represent you before the IRS — from responding to notices to full audit assistance. You should never go into an IRS examination or collections matter alone. We provide dedicated, experienced advocacy focused entirely on your interests.
Audit representation
Offer in Compromise
Payment plan negotiation
IRS notice response
Penalty abatement
Appeals representation
04
Tax Preparation
“Accurate preparation is the foundation. Strategic preparation is the advantage.”
Our preparation process is integrated with our advisory work, meaning every return we file is reviewed not just for accuracy but for planning opportunities that carry forward.
We prepare federal and state returns for individuals, married couples, business entities, trusts, and estates. For clients on an ongoing advisory engagement, preparation is coordinated with year-round strategy so there are no surprises at filing time. For clients not on an ongoing advisory engagement, tax returns are accurately prepared with historical data provided.
Individual & joint returns (Form 1040)
Business entity returns (Form 1120-S, 1065)
Trust & estate returns (Form 1041)
Multi-state returns
Gift tax returns
Prior year & amended returns
05
Accounting Services
“Clean books aren’t just good housekeeping – they’re the foundation of every sound tax and business decision.”
Accurate, timely accounting is the backbone of sound tax planning and informed business decisions. When your books are clean and current, we can do more for you — identify deductions in real time, catch issues before they become problems, and give you the financial clarity to run your business with confidence.
We offer comprehensive accounting services for small and mid-size businesses, designed to integrate seamlessly with your tax and advisory engagement. Our accounting work is not siloed — every entry is made with an eye toward its tax implications and financial reporting impact.
Monthly & quarterly bookkeeping
Financial statement preparation
Chart of accounts setup & cleanup
Accounts payable & receivable support
Year-end close & tax-ready financials
Advisory CFO support
06
Payroll Services
“Payroll done right protects your business, satisfies the IRS, and lets you focus on what actually matters.”
Payroll compliance is one of the most consequential — and most frequently mishandled — obligations a small business owner faces. Errors in payroll tax deposits, incorrect classification of workers, or late filings can trigger significant IRS penalties. We manage payroll with the same precision and strategic awareness we bring to every engagement.
For S-Corporation owners in particular, payroll is a critical tax planning tool. The IRS requires that S-Corp shareholders who perform services receive reasonable W-2 compensation — and we can ensure your salary is structured to satisfy that requirement while optimizing your overall tax position.
Full service payroll processing
Payroll tax deposits & filings
Year-end W-2 & 1099 preparation
S-Corp owner salary optimization
Multi-state payroll compliance
New hire reporting & compliance
What we offer
We take a proactive approach to helping you plan and structure your finances to pay as little tax as you are legally obligated to pay. We also take pride in assisting those in the Chesterfield, MO area with IRS issues who may be facing mounting tax debt, levies, liens, or even wage garnishments. We work with the utmost discretion and confidentiality.
