Business Details
Your Trusted Partner for Accounting and Tax Solutions
Michele A Bourcy Nelson CPA PA is a dedicated accounting firm committed to delivering comprehensive financial solutions for individuals and businesses. With decades of combined experience, our team specializes in tax planning, estate planning, IRS audit representation, and business financial strategy. We prioritize professionalism, responsiveness, and quality, ensuring clients receive tailored guidance to navigate complex financial landscapes.Our expertise in resolving tax problems, optimizing deductions, and providing QuickBooks support empowers clients to achieve long-term stability. By staying current with evolving tax laws and leveraging relationships with financial professionals, we help clients protect assets, minimize liabilities, and build a secure financial future.
Services
Tax Preparation
Estate Planning
IRS Audit Representation
Business Financial Planning
QuickBooks Consulting
Payroll Tax Solutions
Tax Relief Programs
Forensic Accounting
Business Valuation
Retirement Planning
Highlights and features
- We offer decades of experience in tax and accounting services for individuals and businesses.
- Our team specializes in resolving complex IRS tax problems and audit representation.
- We provide personalized financial planning strategies tailored to your unique needs.
- Our QuickBooks expertise streamlines accounting processes for small to mid-sized businesses.
- We prioritize transparency, ethical practices, and client-centric communication.
Services
Tax Preparation
We prepare and file individual and business tax returns, ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize tax liabilities while avoiding penalties. Clients receive year-round support for tax planning and documentation.
IRS Audit Representation
Our experts handle IRS audits from start to finish, including correspondence, documentation, and negotiations. We work to reduce liabilities and protect clients' interests during audits, appeals, or disputes with tax authorities.
Estate Planning
We develop customized estate plans to allocate assets to beneficiaries, trusts, or charities. Services include trust administration, gift tax strategies, and updates to plans as family or financial circumstances change.
Business Financial Planning
We assist businesses with budgeting, cash flow analysis, and strategic growth planning. Our services include financial forecasting, profitability analysis, and advisory for succession planning or new business formation.
QuickBooks Consulting
We optimize QuickBooks for small businesses through setup, training, and troubleshooting. Our goal is to simplify financial management, improve accuracy, and save time for business owners and accountants.
Questions
What tax services do you offer for individuals?
We provide individual tax preparation, tax planning, back tax resolution, and IRS audit representation to minimize liabilities and maximize refunds.
How can you help businesses with financial planning?
We offer cash flow management, budgeting, financial forecasting, and strategic planning to improve profitability and long-term stability.
Do you assist with IRS tax debt problems?
Yes, we specialize in IRS tax debt relief, including payment plans, offers in compromise, and lien/levy releases.
What QuickBooks services are available?
We provide QuickBooks setup, training, troubleshooting, and tune-ups to streamline accounting processes for small businesses.
Can you help with estate planning for families?
Yes, we assist with asset allocation, trust administration, and gift tax strategies to ensure your family's financial security.
