Some of our Success Stories


  • We worked with a client who recently moved from California to South Carolina. Due to being delinquent in filing her prior 3 years tax returns, the IRS sent her a notice showing that she owed a little over $5,000. Due to the extreme urgency of the matter, we immediately helped her file her tax returns and ended up getting her $4,000 back in tax refunds. So, in essence, we saved her $9,000 and she has a complete peace of mind knowing that the IRS is off her back.


  • We helped a business in California in abating over $8,000 in late filing penalties.


  • We are working closely with a busy medical office in Charlotte (3 locations) to re-evaluate their processes after discovering a major deficiency in accounting that has been taking place for over a year.