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Holistic Financial Care

Integrated Financial Ecosystem

We have evolved beyond a traditional tax firm. We offer a complete lifecycle of financial services from your first personal tax return to incorporating your business and defending your assets against the IRS.

Strategic Tax Planning & Compliance

We don't just record history; we help you write it. Our approach to taxation is forward-looking, ensuring you utilize every legal avenue to minimize liability.

Personal Tax (1040)

Comprehensive filing for individuals and families. We analyze your lifestyle to capture credits others miss.

  • Itemized Deductions (Sch A): Optimization of mortgage interest, medical expenses, and charitable giving.
  • Investments (Sch B & D): Accurate reporting for stock sales, dividends, and crypto-currency exchanges.
  • Rental Income (Sch E): Depreciation schedules and passive loss limitation strategies.
  • Prior Year Review: We check your last 3 years of returns for missed refundsβ€”free of charge.

Corporate Tax Strategy

Tailored solutions for S-Corps, C-Corps, and Partnerships to ensure compliance and tax efficiency.

  • S-Corp (1120-S): Flow-through taxation strategy and "Reasonable Compensation" analysis to reduce self-employment tax.
  • Partnerships (1065): Complex K-1 allocations, guaranteed payments, and partner capital account maintenance.
  • C-Corp (1120): Double-tax mitigation and profit distribution planning.
  • Non-Profits (990): Maintaining tax-exempt status and public support testing.

ITIN & International Services

Certified Acceptance Agents (CAA): We are authorized by the IRS to verify your identity documents in-office. You do not need to mail your original passport to the IRS to get an ITIN.

International Compliance: We handle Foreign Tax Credits (Form 1116) and FBAR reporting for US citizens with assets abroad, ensuring full compliance with global tax laws.

Operational Excellence & Growth

Stop stressing about the books. We provide a full-service back office that keeps you compliant and helps you understand your profitability in real-time.

Bookkeeping & Financials

Accurate books are the foundation of business success. We manage your daily transactions so you are tax-ready every single month.

  • Reconciliation: Monthly matching of bank, credit card, and loan statements.
  • Reporting: Delivery of Profit & Loss and Balance Sheets to track health.
  • Clean-Up: Reconstructing years of messy or unfiled financial records.

Payroll Management

Missed payroll taxes are the #1 way to get in trouble with the IRS. We automate the process to protect your business.

  • Processing: Direct deposit and digital paystubs for employees.
  • Compliance: Automatic filing of Forms 940, 941, and state unemployment taxes.
  • Year-End: Generation and mailing of W-2s and 1099-NECs.

Entity Formation

Launch your dream correctly. We handle the legal registration to protect your personal assets.

  • Registration: Filing Articles of Organization for LLCs and Corporations.
  • Federal ID: Obtaining your EIN instantly.
  • BOI Reporting: Mandatory FinCEN Beneficial Ownership filing compliance.

Virtual Admin Assistant

Scale your workforce without the overhead. Our dedicated virtual assistants handle back-office operations.

  • Invoicing: Managing Accounts Receivable.
  • Data Entry: Maintaining CRM and internal databases.
  • Scalability: Flexible support that grows with your needs.
IRS Defense Team

We Speak "IRS" So You Don't Have To.

Facing the IRS is intimidating. Our licensed professionals act as your Power of Attorney to negotiate settlements, stop levies, and protect your wages. We intervene immediately.

Start Your Defense Case

Audit Representation

Whether it's a field or office audit, we handle all interviews and document presentation. You never have to talk to an agent directly.

Offer in Compromise

We negotiate to settle your tax debt for less than the full amount owed (pennies on the dollar) if you meet financial hardship criteria.

Penalty Abatement

We draft legal arguments to remove fines and interest due to reasonable cause (illness, disaster, or bad advice).

Levy Release

Immediate intervention to stop the IRS from seizing your bank accounts or garnishing your wages.

Installment Plans

Setting up manageable monthly payment agreements (Fresh Start Initiative) that allow you to pay off debt over 72 months.

Unfiled Returns

Reconstructing records to file multiple years of back taxes and return you to compliance status.

Get Started

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Your Money?

Stop stressing about the IRS and start building wealth. Fill out the form to connect directly with a Libre Tax Strategist.

Direct Line

Mon-Fri 8am-9pm

(562) 925-7100

Email Support

For document submission & inquiries

info@libretaxservice.com

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