Our Services

At TaxAdvin, we offer comprehensive financial and tax solutions tailored to individuals, businesses, and nonprofits. Explore our core service offerings below.

Tax Preparation & Planning

Maximize compliance and minimize stress by letting our team handle your individual or business returns. We ensure accuracy, leverage applicable deductions and credits, and strategize for your future.

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Bookkeeping & QuickBooks

Stay organized with meticulous record-keeping, transaction categorization and reconciliation. We're QuickBooks experts and offer setup, training and ongoing management.

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Payroll & Compliance

Ensure your team is paid accurately and on time. Our payroll services include tax submissions and compliance monitoring to free up your time and reduce risk.

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Nonprofit & Specialty Accounting

For nonprofits and specialized entities, we provide grant tracking, fund accounting and reporting to ensure transparency and regulatory compliance.

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Business Advisory

Leverage decades of experience to improve cash flow, create efficient systems and build sustainable growth through strategic planning and financial analysis.

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Estate & Trust Planning

Get guidance on estate and trust planning, inheritance taxes and other specialized filings to protect your legacy and minimize tax impact.

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Tax Resolution & Audit Defense

Resolve IRS/state liabilities and protect your rights if you're facing audits, notices, or penalties through expert negotiation and representation.

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Virtual CFO & Strategic Financial Leadership

Access CFO‑level financial oversight—cash forecasting, KPI tracking, growth planning—without a full-time executive.

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Entity Formation & Tax Structuring

Starting or restructuring a business? We handle LLCs, corporations, S‑Corp elections, EINs, governance and multi-state tax planning for tax-efficient structure.

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International Tax Compliance & Planning

Navigate U.S. and cross‑border taxation with support on FBAR/FinCen, transfer pricing, foreign credits, and treaty analysis to reduce tax exposure.

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Succession Planning & M&A Advisory

Preparing to sell your business, bring in partners, or retire? We guide business valuation, M&A structuring and partner transitions to protect value and minimize tax.

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