Business Details
35 Years
experience
Trusted Tax Planning & Filing Services in Marietta, GA
Founded in 1991, our firm was built on a vision to empower individuals and businesses with strategic tax solutions. Our team of CPAs, Enrolled Agents, and certified financial experts brings over 200 years of combined experience, specializing in uncovering tax-saving opportunities within the IRS code. We prioritize personalized service, conducting comprehensive research into federal and state tax laws to develop tailored strategies that maximize deductions, resolve tax issues, and drive business growth.Our commitment to ethical practices and client education has earned us recognition through nearly 200 five-star reviews, with clients consistently highlighting our ability to reduce tax liabilities to $0 where legally possible. We stand by our work with confidence, welcoming audits and second opinions as proof of our meticulous preparation and transparent methodologies.
Services
Tax Planning
Tax Preparation
Business Tax Returns
Individual Tax Returns
Entity Creation
Tax Resolution
Bookkeeping Services
Virtual CFO
Payroll Services
Details
- Year established: 1991
Highlights and features
- We offer 200+ years of combined experience in tax strategy and financial consulting.
- Our team provides personalized tax code analysis to minimize liabilities legally.
- We guarantee comprehensive audit support and second opinions with confidence.
- Our services include entity creation, payroll, bookkeeping, and virtual CFO support.
- We deliver year-round tax planning beyond seasonal filing deadlines.
Associations and certifications
- IRS Enrolled Agent
What people say
Highly recommend
Stress-free process
Detailed explanations
Years of savings
Exceptional customer support
Services
Tax Planning
Our tax planning services develop year-round strategies to legally minimize liabilities using IRS-approved deductions and credits. We analyze business structures, income flows, and investments to create customized plans for individuals and corporations. Clients benefit from proactive adjustments to entity structures, asset allocations, and operational reorganizations that maximize financial efficiency.
Tax Preparation
Comprehensive tax preparation covers individual and business returns with meticulous attention to deductions and compliance. We handle complex filings for corporations, nonprofits, and international entities while ensuring accuracy and timeliness. Our process includes document review, strategic liability reduction, and client education to optimize refund outcomes.
Business Tax Returns
Specialized preparation of corporate tax returns for all business structures, including LLCs, S-Corps, and partnerships. We focus on maximizing deductions for operational expenses, payroll, and property investments while maintaining compliance. Our team ensures accurate reporting of multi-state and international business activities.
Tax Resolution
We negotiate with the IRS to resolve back taxes, penalties, and payment plans for individuals and businesses. Services include audit representation, wage garnishment removal, and installment agreement setup. Our experts utilize IRS programs like Offers in Compromise to settle liabilities for less than owed.
Entity Creation
Guidance on selecting optimal business structures (LLC, S-Corp, etc.) with state registration assistance. We provide registered agent services for Georgia businesses and counsel on tax implications of entity choices. Our services ensure compliance with legal requirements while optimizing tax benefits.
People
Larisa Humphrey
Founder & CEO
Certified Tax Strategist with 30+ years of experience, including former IRS employment. Developed unique tax-saving methodologies after discovering inequities in personal tax obligations. Authored 8 financial books and led the firm to save clients over $400,000 annually.
Questions
What tax planning strategies help businesses pay zero taxes?
We use legal strategies like entity restructuring, operational reorganization, and expense maximization to minimize liabilities. Specific methods include the Augusta Rule for home rentals, vehicle write-offs, and business travel deductions.
How is tax preparation different from tax planning?
Preparation focuses on annual return filing accuracy, while planning involves year-round strategies to reduce future liabilities using IRS-approved deductions and credits.
Do you handle multi-state tax filings for businesses?
Yes, we prepare returns for businesses operating across multiple states and international jurisdictions while optimizing deductions across all locations.
Can individual taxpayers benefit from business entity creation?
Yes, we help high-income individuals establish legal entities to separate assets, qualify for business deductions, and reduce overall tax burdens through proper structuring.
What IRS audit support services do you provide?
We offer full audit representation, documentation preparation, and negotiation services. Our team handles all IRS communications and ensures compliance while defending client positions.
