Professional Tax & Financial Services
LegacyWise Tax by RemiRose delivers accurate filing, compliance, audit defense, and proactive planning—so you keep more of what you earn and build a lasting financial legacy.
We ensure you claim every single credit and deduction you qualify for while keeping your filing 100% compliant with the latest IRS tax codes.
- W-2, 1099-NEC, 1099-MISC & Freelancer income reporting
- Itemized vs Standard deduction comparison for highest refund
- Earned Income Tax Credit, Child Tax Credit & Education Credits
- Prior-year tax return amendments & diagnostic reviews
- Electronic E-File with rapid IRS direct deposit setup
- Secure client document upload vault access
Stop leaving money on the table. We structure your corporate returns so your business preserves maximum working capital for growth.
- Form 1120, 1120-S, 1065 Partnerships & Schedule C preparation
- S-Corp election (Form 2553) salary vs distribution optimization
- Quarterly estimated tax payment calculations & filing
- Multi-state corporate filing & economic nexus reviews
- Section 179 & bonus depreciation asset planning
- K-1 preparation and shareholder distribution records
Accurate monthly books give you crystal-clear clarity on business performance while making year-end tax preparation smooth and stress-free.
- Monthly bank, credit card, and merchant account reconciliations
- Profit & Loss (P&L) and Balance Sheet monthly reports
- Full automated payroll processing & direct deposit execution
- Quarterly 941/940 and annual W-2/1099 filing and delivery
- QuickBooks Online & Xero setup, migration, and clean-up
- Sales tax recording and reconciliation
Never face the IRS alone. Our licensed professionals handle all communications and negotiate directly on your behalf to protect your assets.
- Comprehensive IRS & State tax letter notice evaluation
- Direct Power of Attorney (Form 2848) representation before the IRS
- CP2000, CP504, and audit discrepancy resolution responses
- Wage garnishment releases and bank levy freezes
- First-Time and Reasonable Cause penalty abatement negotiations
- Direct communication on your behalf so you never have to speak to agents
Proactive planning saves significantly more money than reactive filing. We map out strategies quarters ahead of deadlines.
- Quarterly financial check-ins and projected tax liability updates
- Entity structuring & pass-through deduction (QBI 199A) strategy
- Retirement account, SEP-IRA, and Solo 401(k) tax optimization
- Capital gain timing & real estate tax deferrals (1031 exchanges)
- Personalized Tax Savings Blueprint delivered twice a year
- Year-end expense acceleration and equipment purchase timing
Launch your business on solid legal and financial ground with optimized tax classification right from day one.
- Secretary of State LLC / Corporate Articles of Organization
- Federal Employer Identification Number (EIN) procurement
- Form 2553 S-Election filing with the IRS
- Custom Operating Agreements & Corporate Bylaws templates
- Annual report compliance monitoring and franchise tax filing
- Initial banking resolution and corporate records setup
Overwhelmed by back taxes or unfiled returns? We evaluate your resolution options and establish manageable agreements with tax authorities.
- IRS Installment Agreement (IA) structuring and payment plans
- Offer in Compromise (OIC) eligibility assessment and submission
- Currently Not Collectible (CNC) hardship status filing
- Unfiled prior-year tax return preparation and catch-up
- Payroll trust fund recovery penalty resolution
- Lien removal requests upon settlement agreement
Stay fully compliant across state borders with automated sales tax tracking, preparation, and timely filing.
- E-commerce & retail physical/economic nexus analysis
- State sales tax permit registrations across multiple jurisdictions
- Monthly / Quarterly sales tax calculation and electronic filing
- Resale and exemption certificate management
- Audit trail documentation and reconciliation with POS systems