Tax, technology & business operations

Tax, technology, and business operations.Handled.

Get help with tax filings and notices, business systems, and the recurring work that keeps your organization running.

Tell us the problem and the deadline. We will confirm the scope and fees before work begins. Prefer to talk? 702-421-1111.

Know what is being fixedWe define the outcome, responsibilities, exclusions, timing, and fees before substantive work begins.

Receive a usable deliverableThe work produces a filing, response, plan, policy, workflow, implementation, or documented decision.

Leave with clear next stepsFinal files, open items, owners, deadlines, and follow-up requirements are organized at handoff.

What we do

Choose the help you need.

Explore what each service includes. For work that crosses categories, start with one inquiry.

Tax & records

Preparation and documentation services for tax filings, notices, deadlines, and supporting records.

Representative services

Individual, business, and nonprofit tax returns
Amended returns, extensions, elections, and tax forms
Tax-notice review and response packages
1031 exchange timelines, deductions, and recordkeeping

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Business technology & field IT

Advisory and implementation services for business systems, user access, security, continuity, AI workflows, and field technology.

Representative services

Microsoft 365, user access, security, and backups
Cybersecurity priorities and incident-readiness plans
Practical AI workflows with privacy and review controls
Network outages, new-store setup, POS connectivity, and 5G failover

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Business consulting & compliance

Operational consulting for recurring obligations, policies, procedures, internal controls, vendors, and management reporting.

Representative services

Compliance calendars and responsibility maps
Policies, procedures, checklists, and internal controls
Vendor, contract, renewal, and risk tracking
Operational cleanup, documentation, and team handoff

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Engagement outputs

Each engagement is defined by its deliverables.

The written scope identifies the work product, required inputs, client responsibilities, professional limitations, and completion criteria.

Written scope

The objective, inputs, exclusions, schedule, fees, and responsibilities are documented.

Specified deliverable

The engagement produces an identified filing, response package, analysis, policy, procedure, plan, or implementation.

Completion record

Final files, decisions, open items, responsible parties, due dates, and follow-up requirements are organized.

Guidance and resources

Review practical guidance and representative document structures.

The resource center includes general educational articles and free PDF versions of tax organizers, technology workbooks, operating checklists, and compliance documents.

Read the guides Browse free resources

21practical guidesIncluding 1031 exchanges, deductions, tax notices, cybersecurity, AI use, and compliance.75free PDF resourcesTax, technology, and compliance worksheets organized into a searchable library.

Engagement pricing

Professional fees are based on the defined scope and complexity.

Published ranges apply only when the work fits the stated engagement type. Larger, recurring, urgent, or uncertain matters require an approved written proposal.

Professional review

$200–$400

One defined question, document set, or limited-scope assessment.

Focused sprint

$1,000–$2,000

One specific analysis, package, policy, workflow, or action plan.

Build & handoff

$3,000–$6,000

A deeper implementation with documentation and a usable handoff.

Ongoing support

Scoped

Recurring advisory or implementation support under a defined service plan.

See pricing and build a project brief →

Initial inquiry

Request an initial scope review.

Provide the required outcome, current status, deadline, systems or records involved, prior work, and the budget range that should inform the initial recommendation.

Prepare a project inquiry →Do not send SSNs, passwords, access codes, bank details, tax documents, or other sensitive records through ordinary email.