CPA-Led Accounting & Advisory for Business, Tax Problems, and Legacy
Three ways we help:
Business Growth & Clarity
CPA-led strategy that connects your finances, operations, and tax planning—so you can scale profitably, lead with confidence, and make better decisions daily. We build the financial systems that power real business growth.
Tax Protection & Resolution
We don’t just resolve audits, tax debt, or missing filings—we restore your peace of mind. With expert IRS representation and proactive planning, we help you regain control, avoid costly mistakes, and prevent future problems.
Legacy & Wealth Planning
We partner with families, trustees, and business owners to manage estate, succession, and trust planning with tax-optimized clarity. Our goal? To protect your wealth, honor legacy, and ensure seamless long-term execution.
CPA-Led Guidance • Secure Client Portal • Serving Clients Nationwide
Our Latest Strategic Insight
Frequently Asked Questions About Accounting, Tax, and Wealth Strategy
Do you offer standalone individual tax preparation or planning (for non-business owners) ?
In most cases, no.
We do not offer one-time individual tax preparation or planning for W-2-only households. Our firm is built around ongoing advisory relationships, where individual tax work is connected to a broader strategy and clear oversight.
We provide individual tax planning and preparation only in the following situations:
Business owners and their families engaged in an active monthly business partnership
Tax resolution clients, where ongoing filing compliance is required as part of the resolution plan
Legacy & wealth clients, where we provide oversight of an estate, trust, or fiduciary structure and coordinate related beneficiary filings
Outside of these situations, we’re not the right firm for individual tax preparation.
Can I keep my own books and have you just file the business return?
Typically, no.
We don’t accept business clients who want to DIY bookkeeping and use us only for tax filing, because it limits the accuracy of the return and prevents proactive planning. Our approach relies on consistent monthly financials so we can reduce surprises and improve outcomes.
Exception (limited): If you have a competent in-house bookkeeper/controller and provide a consistent monthly close, we may be able to help through a Controller-in-Place advisory engagement.
I’m a Schedule C / single-member LLC — do you work with clients like me?
Yes—Schedule C and single-member LLC owners are business owners, even though the filing is reported on a Form 1040.
We work with these clients through ongoing monthly partnerships that go beyond tax filing alone. Our services are designed to provide comprehensive support, including bookkeeping and accounting, payroll and payroll tax compliance, sales and use tax oversight, compensation structure planning, and guidance on entity selection as your business grows.
We do not accept Schedule C clients who are looking for tax filing only without ongoing accounting and advisory support. Our model is built for business owners who want an integrated financial and tax partner, not transactional tax preparation.
Building a Strong Business Foundation
Every successful business needs a solid financial framework. Our strategic approach helps you:
- Build efficient financial systems
- Optimize tax strategies to minimize liability
- Create a scalable, sustainable growth plan
I'm only looking for tax preparation - should we work together?
In most cases, no. We don’t prepare standalone business tax returns. Our best work is delivered through ongoing partnerships that include bookkeeping/accounting and year-round tax strategy, so planning is based on accurate, current financials.
Exception: If your company has a competent in-house bookkeeper/controller and you’re looking for CFO-level guidance plus tax strategy and filing, we may be able to help through a “Controller-in-Place” advisory engagement. This requires consistent monthly closes and an active working relationship with your internal team.
How do tax planning and preparation work together in your system?
Tax Planning is a proactive approach to managing your tax situation. It involves strategizing and implementing a tailored plan through a series of consultations and deliverables to ensure you maximize tax efficiency and address every aspect of your tax situation.
Tax Preparation, on the other hand, is the compliance portion of the process. This involves gathering necessary documents, preparing your tax returns, and filing them with federal and state agencies to ensure full compliance with tax laws.
Our approach combines both: we handle compliance while implementing year-round strategies that reduce taxes and improve business performance. This integrated approach typically saves our clients $30,000+ annually while building more efficient operations.
How does your tax savings approach differ from traditional CPAs?
Rather than just finding deductions, we analyze your entire business structure and operations. This comprehensive approach often uncovers opportunities in entity structure, compensation strategy, and operational efficiency that basic deduction hunting misses. Our new clients typically realize $13,000+ in tax savings through optimized entity structures alone.
What makes your accounting services different?
We don’t just record transactions – we build systems that give you better business intelligence. Our accounting services are designed to reduce your time investment while providing insights that drive better decisions. This includes custom dashboards, automated workflows, and regular strategy sessions to interpret your numbers.
How do you work with businesses that have in-house bookkeepers?
We frequently partner with in-house teams, providing strategic oversight and tax expertise while your staff handles day-to-day operations. This collaboration ensures your internal team maintains books in alignment with tax strategy while maximizing efficiency. As your business grows, we can also provide fractional CFO services to guide overall financial strategy.
What's the first step in working together?
We begin with a comprehensive Discovery Chat. This session provides a clear roadmap for implementing our solutions and typically identifies immediate tax saving opportunities. From there, we create a custom implementation plan based on your specific needs and goals.
Protecting Your Business & Financial Success
As your business grows and becomes more valuable, protection is essential. Without proper planning, tax challenges and financial inefficiencies can threaten even the most successful businesses. We provide:
- Proactive tax planning & compliance to safeguard your assets
- IRS & state tax resolution services to handle any tax challenges
- Risk management strategies to prevent financial disruptions
What are your current rates for tax resolution services?
Our tax resolution services are priced based on the complexity of your situation. Unlike many tax resolution companies, we take a different approach:
- We start with a Strategy Session to thoroughly understand your tax challenges
- We then obtain Power of Attorney to access your IRS records and investigate your options
- Only after we’re confident we can help, do we provide a firm quote for resolution services
This measured approach sets us apart from non-CPA tax resolution companies that often demand large upfront payments while promising unrealistic “pennies on the dollar” settlements. We prioritize transparency and only take on cases where we believe we can achieve meaningful results.
Most importantly, we’re your existing CPA firm, not just a resolution company. This means we not only solve immediate tax issues but also implement systems to prevent future problems – protecting the business we’ve helped you build.
What should I do if I receive an IRS notice?
Don’t ignore it! Reach out to us immediately. We can help review the notice, explain its implications, and recommend the best course of action. Ignoring the notice is the worst thing you can do, but contacting the IRS directly without a professional’s analysis can also lead to unintended consequences. Let us guide you through the process to ensure the best possible outcome.
What should I do if my payroll taxes are overdue?
Payroll taxes are a priority for the IRS, and penalties can be severe. We can help you set up a payment plan and work toward compliance.
Can the IRS really take my assets or garnish my wages?
Yes, if you owe back taxes and fail to address them, the IRS can issue liens, levies, or wage garnishments. Resolving your tax issues promptly can prevent or stop such actions.
Can the IRS shut down my business?
Yes, the IRS can seize business assets to satisfy unpaid taxes. It’s critical to act quickly to resolve issues before they escalate.
Can the IRS contact my vendors and request documents about my business?
Yes, the IRS can issue a summons to your vendors or other third parties, such as suppliers or clients, to obtain records related to your business. These documents might include invoices, payment histories, or contracts. This typically happens when the IRS is trying to verify your income, expenses, or assets to determine your tax liability or to collect unpaid taxes.
If you’re worried about the IRS involving your vendors, it’s important to act quickly. Resolving your tax issues proactively can prevent these escalations. Our firm can help you address IRS concerns, protect your business relationships, and find a resolution to your tax challenges.
Can the IRS require my customers to pay them before me or my business?
Yes, the IRS can issue a Notice of Levy to your customers or clients, requiring them to pay the IRS directly instead of paying you or your business. This is a common enforcement action taken when a business has unpaid tax liabilities, particularly payroll taxes or other significant debts.
I've been told I can settle my tax debt for pennies on the dollar is this true?
The idea of settling tax debt for “pennies on the dollar” is a common claim, but it’s important to approach such promises with caution. While the IRS does offer programs like the Offer in Compromise (OIC) to settle tax debt for less than the full amount owed, these agreements are highly conditional and require strict qualifications.
For an OIC to be accepted, the IRS must determine that:
- You are unable to pay the full amount owed within the collection period, even through a payment plan.
- Your offer represents the most the IRS believes they can collect based on your income, assets, and financial circumstances.
Evaluating whether an OIC is a viable option requires a lengthy process of gathering and reviewing all your financial information, including income, expenses, and assets. While the fees charged by many tax resolution companies may be fair for the work involved in preparing the OIC, what is not fair is submitting an application that clearly doesn’t meet the IRS’s outlined requirements—something many companies do knowingly. This often leaves taxpayers in the same financial position, minus thousands of dollars in fees, with a rejected OIC and no viable resolution.
At Corridor Consulting, we take a realistic and ethical approach to tax resolution.
- We start with a Strategy Session to gain a thorough understanding of your tax challenges.
- From there, we proceed with a full investigation by obtaining a Power of Attorney for tax purposes, allowing us to access your IRS records and determine the best resolution strategy for your situation.
- We only proceed if, in our professional opinion, a viable solution exists.
This measured approach sets us apart from unregulated, non-CPA tax resolution companies that prioritize collecting fees over providing genuine solutions. Our goal is to deliver resolutions that truly work for your circumstances, whether that involves an OIC, a payment plan, penalty abatement, or another IRS program.
At Corridor Consulting, we prioritize transparency, honesty, and effective solutions tailored to your needs.
Will you contact the IRS on my behalf?
Yes, as your authorized representative, we can communicate directly with the IRS to resolve your issues, allowing you to focus on your life or business. Once you have an assigned Power of Attorney, you can simply tell them to talk to your representative if they contact you.
Can penalties and interest be removed from my tax bill?
In some cases, yes. If you can demonstrate reasonable cause or prove the penalties were assessed in error, we can request abatement on your behalf.
I haven’t filed taxes in several years. What should I do?
Contact us immediately. We can help reconstruct your income, file missing returns, and negotiate with the IRS and state taxing agencies to minimize penalties and interest. In some cases we maybe able to completely remove penalties and interest through voluntary disclosure processes.
What happens if I can’t pay my taxes in full?
The IRS offers options like installment agreements, currently not collectible status, and offers in compromise. We can help you explore these options and find the best fit.
Securing Your Business Legacy & Wealth
Building and protecting your business success naturally leads to thinking about its long-term future. While your attorney handles the legal aspects of succession & estate planning, our role is to analyze and optimize the tax implications of various strategies, and implement ongoing accounting & tax preparation services to carry out the plan.
What is your role in estate planning?
As tax advisors, we work alongside your estate planning attorney to analyze the tax implications of various planning strategies. We don’t draft legal documents or provide legal advice – our focus is exclusively on understanding and optimizing the tax consequences of your estate plan.
How do you help minimize estate tax liability?
We analyze different estate planning structures your attorney might recommend and provide detailed tax projections for each option. This helps your legal team make informed decisions about which strategies best minimize your estate tax exposure while meeting your planning goals.
How do you assist with charitable giving strategies?
We evaluate the tax implications of various charitable giving approaches your attorney might suggest, including charitable trusts and foundations. Our analysis helps you understand the tax benefits of different charitable strategies while your attorney handles the legal implementation.
What's your approach to analyzing trust structures?
When your attorney recommends specific trusts (like insurance trusts, revocable living trusts, or generation-skipping trusts), we provide comprehensive tax analysis of each option. This includes projecting tax consequences and identifying potential tax savings opportunities within the proposed structures.
How do you coordinate with our estate planning attorney?
We serve as your dedicated tax advisors, working closely with your legal team to provide tax insights that inform their planning decisions. We supply detailed tax analysis, projections, and recommendations while your attorney handles all legal aspects of the estate plan.
Do you help with family wealth transfer strategies?
Yes, we analyze the tax efficiency of various wealth transfer strategies your attorney might propose. This includes evaluating gift tax implications, generation-skipping transfer tax considerations, and overall tax impact on both transferors and beneficiaries.