IRS Solutions® is a full-service tax resolution and IRS monitoring platform that helps CPAs, attorneys, and enrolled agents earn more in fewer hours at their desks. Tax pros use IRS Solutions to auto...IRS Solutions® is a full-service tax resolution and IRS monitoring platform that helps CPAs, attorneys, and enrolled agents earn more in fewer hours at their desks. Tax pros use IRS Solutions to automatically calculate and recommend solutions, submit auto-filled forms and reports, communicate with clients, invoice for your services, and process payments all within one easy-to-use, intuitive system. Become more efficient with an automated software solution to manage IRS collection cases, prepare and submit OICs and Installment Agreements, and respond to notices. Project an air of confidence in front of clients with up-to-date IRS collections and audit forms and notices at your fingertips.
Why IRS Solutions? Discover Everything the Tax Pro's Best Friend Has to Offer:
- Determine and submit tax resolution proposals likely to be accepted with system-generated, technology-powered calculations and recommendations.
- Monitor client IRS transcripts 24/7 with IRS Advance Noticeâ„¢ (IAN) and receive customized alerts when changes are detected. Get notice of impending audits 3-6 months before official IRS communication!
- Access, download, and print every client transcript with our ultra-fast retrieval tool.
- Easily find all the required IRS forms you need to handle client resolution cases from end to end.
- Auto-populate forms and request electronic signatures from your client, then upload straight to the CAF Unit.
- Secure more abatements. The software looks for penalty abatement opportunities and alerts you when a client likely qualifies.
- Streamline communication using auto-populated letters branded with your logo.
- Save clients' data within the platform. Access their case details with the click of a button.
- Stay current on CEU requirements with free classes covering penalties, liens, offers in compromise, IRS news, and more.
- Connect to a network of tax pros ready and able to help you with any questions you might have in our online community.
...and so much more!
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Juni
Sweden
Juni
290 Employees
Location
Sweden
Description
Modern banking. Real-time control. Juni provides business banking, spend management, accounting and financing, on one powerful platform and app.
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KatzAbosch
United States
KatzAbosch
90 Employees
Location
United States
Description
KatzAbosch is a leading certified public accounting, tax and consulting firm headquartered in Timonium, Maryland and serves the mid-Atlantic region with additional offices in Columbia, Bel Air and Roc...KatzAbosch is a leading certified public accounting, tax and consulting firm headquartered in Timonium, Maryland and serves the mid-Atlantic region with additional offices in Columbia, Bel Air and Rockville. KatzAbosch is ranked among the top 3 locally-based regional accounting firms by the Baltimore Business Journal, as well as ranked among Nation's Best Accounting Firms to Work For by Accounting Today magazine. The firm provides tax and accounting services including cost segregation studies, business valuations, litigation support, forensic accounting, technology solutions, estate planning and administration, and personal financial planning. KatzAbosch provides clients with extensive industry experience and proactive solutions.
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Keystone Private
Australia
Keystone Private
36 Employees
Location
Australia
Description
Keystone Private is Queensland's leading multi-family office.
Our core purpose is to help families, businesses and individuals grow and transition wealth, values and heritage across generations. ...Keystone Private is Queensland's leading multi-family office.
Our core purpose is to help families, businesses and individuals grow and transition wealth, values and heritage across generations.
Every service we provide is tailored to navigate the unique challenges experienced by high net worth families and individuals. At each step, we offer clear direction, support, strategies and unbiased advice.
Unlike financial institutions and many advisory firms, we are completely independent. This allows us to identify the best solutions for our clients from a wide range of professional sources.
Our integrated suite of services includes:
• Family continuity
• Advisory, Accounting and reporting
• Property services
• Financial asset services
• Cybersecurity
• Philanthropic Foundation
The Keystone Private family is a close-knit team of highly experienced industry professionals committed to providing you with clear solutions and insights to achieve your goals and aspirations. We have the right resources and people to develop outstanding wealth strategies and family support structures.
Through knowledge, experience and understanding we partner with families to help build a dynamic and secure future for generations to come.
Keystone Private offers you a service that is:
• Bespoke to each client's specific needs
• Not collectively offered elsewhere
• Co-ordinated across multiple disciplines
• Collaborative with other trusted advisors
• A support network for the entire family
• Fiercely independent and confidential
• Tapped into significant groups with buying power and resources
• Connected to a broad network of "best in class" advisory services
(accountants, lawyers, bankers, brokers, agents)
To find out more please visit our website www.keystoneprivate.com.au
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KFN Accounting & Financial, LLC
United States
KFN Accounting & Financial, LLC
3 Employees
Location
United States
Description
KFN Accounting & Financial Solutions was founded with the mission of providing expert financial and accounting, and CFO services to startups and small to medium-sized businesses. We know that when it ...KFN Accounting & Financial Solutions was founded with the mission of providing expert financial and accounting, and CFO services to startups and small to medium-sized businesses. We know that when it comes to running a business, every dollar counts. That's why we work tirelessly to help our clients make the most of their resources, so they can focus on what they do best: running their business. We are a team of knowledgeable and passionate professionals who are dedicated to providing quality services that help our clients achieve their goals.
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LAT Service Group, Inc.
United States
LAT Service Group, Inc.
2 Employees
Location
United States
Description
LAT Service Group, Inc. provides Professional Financial Services and Opportunities based on a "commitment to helping you".
We offer the best in Accounting/Bookkeeping Services; Income Tax Preparati...LAT Service Group, Inc. provides Professional Financial Services and Opportunities based on a "commitment to helping you".
We offer the best in Accounting/Bookkeeping Services; Income Tax Preparation; IRS Acceptance Agents Services; Authorized IRS e-file Provider Services; Recruiting Services/Employment Opportunities; Financial Education; Property Collection Management; Auto, Legal, Life, Health & Variable Annuity Insurance; Notarization & More... Our Accountants, Tax Preparers and Agents have over 20 years experience in their expertise. Our services are tailored to meeting our client's needs and we are constantly evolving....
Please visit us at www.latsginc.com.
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LCG Advisors
United States
LCG Advisors
170 Employees
Location
United States
Description
LCG Advisors
Maximizing Value. Exceeding Expectations.
LCG is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advis...LCG Advisors
Maximizing Value. Exceeding Expectations.
LCG is a leading advisory firm specializing in loan and investment due diligence, investment banking, risk mitigation, and other select advisory services.
Founded in 2003, LCG has developed a reputation for consistently exceeding client expectations with a very high level of integrity and professionalism. LCG's team of nearly 150 professionals works in conjunction with privately held businesses, institutional capital providers, and legal and financial advisors to assist in achieving optimal outcomes during complex situations. Our clients rely on us as their trusted advisor, and we take that responsibility seriously.
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Marcia Campbell CPA
United States
Marcia Campbell CPA
2 Employees
Location
United States
Description
Are you finding that you need support in managing your finances or assets?
Do your aging parents need someone locally who can be trusted to act in their best interests?
Do you need an accurate cou...Are you finding that you need support in managing your finances or assets?
Do your aging parents need someone locally who can be trusted to act in their best interests?
Do you need an accurate court accounting to help with a trust dispute?
As we mature, we are eventually faced with the decision of whether we wish to continue managing our own financial affairs or if we need professional support. This decision becomes especially important to consider when our adult children are involved in the process and they live out-of-state.
Marcia Campbell and her team help when:
There are no kids
The kids have passed away
The kids live outside of the geographical area
The kids are fighting
The kids are paying their bills out of Mom or Dad's accounts
Mom and Dad need help, but the family doesn't know where to turn
Mom and Dad just don't want to do it anymore
As the most experienced CPA's in the Inland Empire who specializes in working with seniors, our team is committed to helping each of our clients thrive by caring for their personal and financial wellbeing with genuine interest, well-established expertise, and a focus on respectful partnership.
We provide a wide range of support and management services to help you maintain your independence for as long as possible, protect your assets, and remove a potential burden from your loved ones.
Every client has unique life circumstances to consider and an amazing story to tell. We start every engagement by getting to know you, your history, and your goals for the future. Then, we assess your financial needs, so we can find ways to support you and your family for years to come.
For more information or to contact our team, please visit our website: https://mcampbellcpa.com/
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Max Financial
United States
Max Financial
25 Employees
Location
United States
Description
We are a financial management consulting firm in downtown Miami, Florida .
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McNally's Bookkeeping
United States
McNally's Bookkeeping
1 Employees
Location
United States
Description
McNally's Bookkeeping LLC began in 2015, specializing in financial accounting. Having more than 30 years of experience, we can optimize your business performance by equipping you with the necessary to...McNally's Bookkeeping LLC began in 2015, specializing in financial accounting. Having more than 30 years of experience, we can optimize your business performance by equipping you with the necessary tools to assess your fiscal position at any given time.
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Fechter & Company, CPAs
United States
Fechter & Company, CPAs
12 Employees
Location
United States
Description
N/A
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Hall, Kistler & Company
United States
Hall, Kistler & Company
28 Employees
Location
United States
Description
Big enough to provide a range of sophisticated services but small enough to remain close to the client. Our firm's associates represent a variety of complementary skills – advising businesses, non-p...Big enough to provide a range of sophisticated services but small enough to remain close to the client. Our firm's associates represent a variety of complementary skills – advising businesses, non-profit organizations and individuals on ways to optimize cash flow, limit tax liability, comply with fiscal and regulatory requirements, better manage business and maximize wealth. We are also affiliated with BKR International, a leading global association of independent accounting and business advisory firms representing the expertise of more than 135 member firms with over 300 offices in over 70 countries around the world who provide accounting, taxation, and business services. Membership in BKR International is yet another way we provide solid answers to clients who are committed to the global marketplace.
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Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP)
United States
Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP)
1 Employees
Location
United States
Description
Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955
Houser Financial Group has a unique approach to working together with you, your family and your business to provide seamless financial ...Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955
Houser Financial Group has a unique approach to working together with you, your family and your business to provide seamless financial advising, family wealth planning and investments, business consulting, tax advisory, preparation, and representations with accounting services to create integrated tailored financial solutions.
We work with you to develop a personalized Family Wealth Plan that helps pursue your financial goals and objectives, and we monitor your progress toward them through monthly updates and quarterly meetings with you.
We believe in creating abundant personal legacies and relationships with our clients, and we are dedicated to helping you plan sound financial strategies designed to meet your individual, family or business needs. We strive to save you time and money because we pay attention to the basics - understanding your income needs, risk tolerance, and asset allocation needs.
At Houser Financial Group we are committed to working with you as you seek a sustainable long-term financial future.
We can help secure your financial future, call Houser Financial Group now at 321.345.1145 or email us at info@houserfinancial.com for a free financial consultation.
***Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
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HPW CPAs + Advisors
United States
HPW CPAs + Advisors
22 Employees
Location
United States
Description
HPW CPAS + Advisors is a full-service Certified Public Accounting firm licensed in Montana and based out of Bozeman, where we have been serving the local and surrounding communities for over 40 years....HPW CPAS + Advisors is a full-service Certified Public Accounting firm licensed in Montana and based out of Bozeman, where we have been serving the local and surrounding communities for over 40 years.
HPW offers its clients robust accounting expertise with a truly individualized approach — the capabilities of a larger company, and the personal service of a boutique firm. We go to great lengths to ensure we're always there for our clients. From professional to personal accounting needs, our mission is to be an expert advisor in your corner, and a trusted friend throughout the process.
HPW has earned a reputation for exceptional work, responsive service, and a down-to-earth philosophy. We love what we do — empowering our clients' longterm success with proactive, effective, and ethical accounting. We draw from decades of specialized expertise to provide a full range of professional accounting services for individuals and businesses in need of accurate advice and financial confidence.
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John A. Warekois, CPA, LLC
United States
John A. Warekois, CPA, LLC
10 Employees
Location
United States
Description
If you're looking for a firm large enough to offer a full array of tax, accounting, and business services, but small enough to know you on a personal basis, then look no further. We offer a wide rang...If you're looking for a firm large enough to offer a full array of tax, accounting, and business services, but small enough to know you on a personal basis, then look no further. We offer a wide range of accounting, tax, payroll, business and individual consulting services. We make it our business to listen to your needs and provide personalized solutions that make a difference.
With many years of experience, our firm can handle just about any needs you may have, while still making it our business to get to know you personally. We're flexible, we're friendly, and above all, we listen. Each client has different needs and we believe good communication is the key to customizing effective services and meeting your expectations.
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K2N Advisors & CPAs
United States
K2N Advisors & CPAs
8 Employees
Location
United States
Description
While K2N is interested in working with all types of client markets, we
primarily focus on business start-ups and clients with an entrepreneurial mindset.
The company strives to build long-term rela...While K2N is interested in working with all types of client markets, we
primarily focus on business start-ups and clients with an entrepreneurial mindset.
The company strives to build long-term relationships with our clients, cultivating trust as their business grows. We also focus on higher income personal clients, and ones with complex situations - rather than your typical one time tax return.
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KTA Financial Services
United States
KTA Financial Services
6 Employees
Location
United States
Description
KTA Financial Services is a collection of successful business owners and franchisees paired with expert accountants. We struggled to find bookkeeping solutions for our businesses that were accurate an...KTA Financial Services is a collection of successful business owners and franchisees paired with expert accountants. We struggled to find bookkeeping solutions for our businesses that were accurate and timely. So this team created our own answer with KTA Financial Services, a bookkeeping and tax preparation company for business owners, by business owners.
Working with franchise owners is our specialty. We understand some of the unique challenges franchises face and we have worked to deploy technology and process excellence to streamline our accounting systems. The result? Accuracy and dependability for franchisee clients. We help get the "house" back in order so your financial reporting can be a stress-free tool to use in growing your bottom line.
While we support a variety of small businesses, our primary clientele are franchise owners. We know the specific opportunities and challenges when starting a new franchise or becoming a franchisee and are committed to providing excellence in our financial service offerings as well as insights gained from building successful businesses in this industry sector.
Services Offered:
• Bookkeeping
• Accounting
• Tax Preparation
Reach out today to learn how our services can help you take control of your financials and get back to running your business!
hello@ktafinancialservices.com
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Macy Mark Morris
United States
Macy Mark Morris
1 Employees
Location
United States
Description
CPA and QuickBooks ProAdvisor provides accounting services and income tax preparation and planning for individuals, small businesses, partnerships, LLCs, S corporations and corporations.
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Masten Solutions
United States
Masten Solutions
2 Employees
Location
United States
Description
Masten Solutions has over 35 years of experience in Accounting and Finance. Owner, Ina Masten, holds a Bachelors in Accounting and a Masters in Computer Information Science, She has worked for Fortun...Masten Solutions has over 35 years of experience in Accounting and Finance. Owner, Ina Masten, holds a Bachelors in Accounting and a Masters in Computer Information Science, She has worked for Fortune 500 Corporations such as Eli Lilly and both Sharp and Scripps Healthcare systems in Accounting and Finance and additionally has held CFO positions in two separate healthcare organizations. Ina has also worked for several family-owned businesses in San Diego and held the position of International Accountant for a large company that manufactures advertising products world-wide.
You can be assured your work is in good hands. Our consistent track record of exceptional results means you can trust us to exceed your expectations and have the confidence to focus on what you do best. We give the same attention to all clients, no matter how large or small. We custom design solutions to the unique needs of each client, ensuring the best possible results and highest maximized returns.
We are dedicated to your businesses success and we want our clients to consider us as part of their team. We look forward to discussing your company's pain points and needs in a 15-30 minute discovery call. After the call we will then provide you with a custom proposal to support your business, therefore allowing you to focus on your company's growth.
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Matcha
United States
Matcha
33 Employees
Location
United States
Description
We offer founders of tech startups flexible CFO and accounting services using best-in-class technology. We are based in Silicon Valley and serving clients nationwide. We'd love to hear from you!
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McNew & Associates, Inc.
United States
McNew & Associates, Inc.
9 Employees
Location
United States
Description
A back-office support and consulting firm, McNew & Associates is the comprehensive solution to all of your DCAA Compliance and Government Contract Administration needs. We help our clients navigate th...A back-office support and consulting firm, McNew & Associates is the comprehensive solution to all of your DCAA Compliance and Government Contract Administration needs. We help our clients navigate their way through the many obstacles of remaining compliant by providing cost effective solutions. Our DCAA consulting experts can assist you in any of the categories below and is always willing to find out how we could serve you better.
Finance & Accounting | Bookkeeping and Payroll | Project Control | Compliance | Corporate Training
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Expend
United Kingdom
Expend
23 Employees
Location
United Kingdom
Description
The award--winning expenses solution that's designed for businesses and accountants to make managing expenses and business spending simple.
Expend is a flexible all-in-one expenses solution that gi...The award--winning expenses solution that's designed for businesses and accountants to make managing expenses and business spending simple.
Expend is a flexible all-in-one expenses solution that gives businesses, accountants, finance teams and employees more flexibility and control over expenses and company spending, leading to improved financial management. Uniquely automating the inefficient expenses process and offering unsurpassed control on company spending.
Whether it's for 2 to 200+ employees, Expend is a powerful payment solution and tracking platform which allows a new level of automation, insight and control.
Allowing businesses and accountants to oversee an unlimited number of users with instant insight and control, saving time and money. Expend is a London FinTech providing cutting-edge expense management with a banking backbone for unrivalled automation and efficiency.
Expend solves the headache of "doing expenses" once and for all.
Go beyond expenses with Expend.
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finally
United States
finally
230 Employees
Location
United States
Description
Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.
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Five Stone Tax Advisers
United States
Five Stone Tax Advisers
33 Employees
Location
United States
Description
Five Stone Tax is America's trusted tax adviser, offering full-service tax solutions with the goal of making sure all of our clients pay the lowest amount of taxes legally possible. As the most effect...Five Stone Tax is America's trusted tax adviser, offering full-service tax solutions with the goal of making sure all of our clients pay the lowest amount of taxes legally possible. As the most effective tax representation company in America, the Five Stone Tax Advisers' team consists of the best tax attorneys, CPAs, Enrolled Agents, case managers, and administrators in the industry.
In addition to having exceptional industry-specific skills, each member of our team is filled with integrity and motivated to help others. As a faith-based company, our business philosophies and everyday activities are driven by a set of core values that guide our continued success. We proudly contribute 33% of profits to local and global charities annually, and dedicate company time throughout the year to serve the Austin community together as a team.
Five Stone exists to make a positive impact on people's lives
The name "Five Stone"​ comes from the story of David and Goliath. When David went down to the stream, he collected five smooth stones, with which to fight the giant who was threatening his people. The story of the little guy fighting against what seems to be an unbeatable giant and winning against all odds is very applicable to what we do. In our case, Goliath is the government: intimidating, aggressive, powerful.
We donate our time, talents, and 33% of our profits to local and national charities.
•"A+"​ Rating with the Better Business Bureau
•Endorsed by Dave Ramsey
•13th Fastest Growing Company in Central Texas, Austin Business Journal
•Best Places Work List, Austin Business Journal
www.FiveStoneTax.com
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FlowFi
United States
FlowFi
22 Employees
Location
United States
Description
FlowFi's mission is to help companies operate at peak financial performance.
IRS Solutions Software
Juni
KatzAbosch
Keystone Private
KFN Accounting & Financial, LLC
LAT Service Group, Inc.
LCG Advisors
Marcia Campbell CPA
Max Financial
McNally's Bookkeeping
Fechter & Company, CPAs
Hall, Kistler & Company
Houser Financial Group Family Wealth Planners Business Consultants (CPA, CFP)
HPW CPAs + Advisors
John A. Warekois, CPA, LLC
K2N Advisors & CPAs
KTA Financial Services
Masten Solutions
Matcha
McNew & Associates, Inc.
Expend
finally
Five Stone Tax Advisers
FlowFi