Financial Advisory

Strategize, Prepare and Resolve

At Tax Artisans, we work proactively with our clients throughout the year to present them with applicable tax planning opportunities. We act as trusted advisors to provide clients with the exceptional tax and accounting strategies to allow them to thrive in the present while keeping the future in mind.


  • Entity Structure
  • Small Business Planning
  • Roth IRA Conversion
  • Social Security Income
  • Charitable Tax Planning
  • Succession Planning

Tax Services

Comprehensive Tax Services

Our tax compliance services include corporate, partnership, and individual, non-profit, estate and trust tax return preparation. We are knowledgeable and up to date on tax laws and can make sense of your receipts, bills and notices.

Accounting Services

Accounting and Bookkeeping

From start-ups to established enterprises, we help in preparing, recording, summarizing and reporting financial activities. We will review your books on a regular basis and when necessary, make recommendations to assist you and your business. We are also available to consult with business owners on matters including financial statement analysis. These services include but are not limited to:

  • Accounting structure setup and support
  • Chart of accounts design
  • Bookkeeping (monthly, quarterly, or annually)
  • Financial report preparation
  • Cash flow budgeting and forecasting
  • Business financial statement review and assessment
  • ROI analysis

Tax Resolution

Crisis management and Solutions

We assist clients with tax audits, and are experienced with helping clients reduce their tax debt and legally abate penalties through Offers in Compromise, Installment Agreements, Penalty Abatements, and other strategies available to clients. When handling our clients tax affairs, we can file delinquent tax returns and bring clients back into compliance. Our focus is to help you put your tax problems behind you and get you back on the road of success.