What the work looks like when it is done.

A two-location restaurant received a CDTFA audit notice. Their POS data and bank deposits did not reconcile, and the auditor proposed a mark-up sampling that implied $180,000 in unreported sales.

We took over communication, rebuilt three years of sales from POS exports and merchant statements, documented comped meals and third-party delivery fees, and challenged the sampling method in writing.

Assessment reduced from a proposed $180,000 to $0 in additional tax. Monthly bookkeeping and sales-tax filing set up so the next audit is a formality.

A foreign-owned single-member LLC selling on Amazon had never filed Form 5472. Exposure: $25,000 per year for five years.

Prepared the five pro-forma 1120 + 5472 filings with a reasonable-cause statement, obtained an ITIN for the owner through our CAA, and set the company up for annual filing.

All years accepted, no penalties assessed. Owner now files on time each April and has a U.S. bank account.

A sole-proprietor consultant with $190,000 net profit was paying self-employment tax on all of it and had no retirement plan.

Formed an LLC, filed the S-election, set a documented reasonable salary, ran payroll, and opened a solo 401(k).

Payroll-tax saving of about $14,600 in year one after the added costs, plus $23,000 of deductible retirement contributions.

A self-employed client had not filed since 2019 and had received an LT11 final-notice letter with a levy threatened.

Filed Form 2848, pulled IRS transcripts, prepared six returns using reconstructed records, requested first-time penalty abatement, and negotiated an installment agreement before the levy date.

Balance reduced by $31,000 in penalties; levy avoided; $640-a-month plan in place; client now files on time.