Who they are: Entrepreneurs, LLCs, S Corps, C Corps, and freelancers.. Needs: Tax planning, entity structuring, IRS compliance, and resolution for payroll or
back taxes.
Real Estate Professionals
Who they are: Realtors, brokers, landlords, and investors. Needs: Capital gains planning, 1031 exchanges, deductions, and audit defense.
Individuals Facing Tax Debt
Who they are: W-2 workers, gig workers, retirees, or anyone behind on taxes. Needs: IRS payment plans, Offer in Compromise, penalty relief, wage garnishment
release.
High-Income Professionals
Who they are: Doctors, lawyers, consultants, tech professionals. Needs: Strategic tax reduction, estimated payments, retirement/tax-efficient investment
planning.
Self-Employed & Gig Workers
Who they are: Creatives, drivers, online sellers, coaches, freelancers. Needs:Quarterly tax planning, deductions tracking, IRS compliance.
Families & Individuals Planning Ahead
Who they are: Middle-income earners, retirees, newlyweds, families. Needs:Long-term tax planning, estate tax strategies, education savings, retirement
planning.
