Business Details
Trusted Tax & Financial Solutions for Individuals and Businesses
As a licensed Enrolled Agent and seasoned financial professional, I bring decades of expertise to individuals and businesses navigating complex tax and accounting challenges. My practice is built on a foundation of rigorous credentialing, including a BS in Accounting, an MBA in Finance, and 72 hours of continuing professional education every three years to maintain my license. Specializing in tax problem resolution, IRS representation, and strategic financial consulting, I am dedicated to providing tailored solutions that protect client interests while ensuring compliance.With a career focus on demystifying tax codes and empowering clients with actionable insights, my services span from proactive tax planning to crisis intervention. I am committed to upholding the highest ethical standards, having served as an IRS Preferred Vendor, and approach every engagement with the personalized attention necessary to build long-term financial security for my clients.
Services
Tax Preparation
Accounting Services
CFO For Hire
Notary Public Services
Tax Problem Resolution
Highlights and features
- We offer licensed tax representation and IRS problem resolution expertise.
- Our practice maintains 72 hours of continuing professional education every 3 years.
- We specialize in personalized tax planning and financial strategy.
- Our IRS Preferred Vendor experience ensures proven advocacy.
- We combine ethics education with compliance-focused service delivery.
Associations and certifications
- IRS Enrolled Agent
Services
Tax Preparation
Comprehensive tax preparation services for individuals, corporations, partnerships, and LLCs. We handle federal and state tax filings, amendments, and specialized returns including fiduciary, estate, and nonprofit forms. Our expertise ensures accurate reporting and compliance while maximizing deductions.
Tax Problem Resolution
Specialized resolution for IRS tax liens, levies, and collection issues. We negotiate installment agreements, offers in compromise, and currently not collectible status. Our services leverage deep knowledge of the Taxpayer Bill of Rights and Fresh Start Initiative to protect client assets.
Accounting Services
Full-cycle accounting solutions including general ledger setup, monthly maintenance, bank reconciliations, and payroll processing. We provide financial statements, W-2 preparation, and sales tax filings for businesses of all sizes to ensure accurate financial reporting and regulatory compliance.
CFO For Hire
Outsourced CFO services for small businesses and startups. We offer interim financial leadership, strategic planning, and operational analysis to help businesses make informed decisions. Our expertise covers financial processes, technology integration, and business growth strategies.
Notary Public Services
Professional notarization of critical documents including healthcare directives and financial agreements. We ensure legal validity through proper execution and verification, providing reliable certification services that meet state and federal requirements for personal and business needs.
People
Barbara Jean Militello
Enrolled Agent | MBA
Licensed Enrolled Agent with 72+ hours of continuing education every three years. Specializes in tax problem resolution, IRS representation, and financial consulting. Holds BS in Accounting and MBA in Finance, with extensive experience in corporate and individual tax strategies.
Questions
What tax resolution services do you offer?
We specialize in IRS offers in compromise, installment agreements, tax lien resolution, and currently not collectible status advocacy aligned with the Fresh Start Initiative.
Are you qualified to represent taxpayers before the IRS?
Yes, as an IRS Enrolled Agent with specialized credentials and experience representing clients in tax disputes and compliance matters.
Do you handle business entity formation?
We assist with S Corp, C Corp, and LLC filings, including pro forma financials and federal/state tax ID registrations for new businesses.
What accounting services are available?
We provide general ledger setup, monthly accounting maintenance, payroll processing, and financial statement preparation for businesses.
Can you help with international tax matters?
Yes, we offer tax planning and compliance services for global organizations, including multinational business structures and reporting requirements.
