Business Details
37 Years
experience
Trusted Tax Solutions in Corpus Christi
Founded in 1989, our firm specializes in resolving complex tax issues and providing comprehensive accounting services for individuals and businesses. With over two decades of experience, we focus on IRS problem resolution, including audit representation, unfiled returns, and back taxes owed. Our team holds specialized credentials such as Enrolled Agent and Certified Tax Resolution Specialist, ensuring expert-level service. We offer tailored tax planning strategies, accurate return preparation, and bookkeeping solutions to help clients achieve financial clarity. Our QuickBooks expertise includes software setup and training for small businesses.Led by Jeffrey Blanchard, a seasoned professional with extensive IRS and real estate experience, we combine technical proficiency with personalized service. Our commitment to continuous education ensures clients benefit from the latest tax code developments. We maintain strict ethical standards and prioritize transparent communication to build lasting client relationships. Our local Corpus Christi presence allows us to deliver community-focused financial solutions while serving clients statewide.
Services
IRS Audit Representation
Tax Preparation
Bookkeeping Services
QuickBooks Setup
Tax Planning
Payroll Tax Solutions
IRS Payment Plans
Business Formation
Cash Flow Management
Internal Controls Assessment
Details
- Year established: 1989
Highlights and features
- We offer 20+ years of specialized IRS problem resolution experience
- Our team holds elite credentials including Enrolled Agent and CTRS designations
- We provide personalized QuickBooks setup and training for small businesses
- We maintain a local Corpus Christi presence with statewide service capabilities
- Our owner actively participates in real estate industry leadership roles
Associations and certifications
- Enrolled Agent (EA)
- Certified Tax Resolution Specialist (CTRS)
Services
IRS Audit Representation
Our specialized IRS audit defense service protects clients during tax examinations with strategic representation. We handle all communication with tax authorities while developing evidence-based responses to audit findings. With deep understanding of IRS procedures, we work to minimize penalties and resolve disputes efficiently, ensuring compliance while protecting client interests.
Tax Preparation
We prepare accurate federal and state tax returns for individuals and businesses using current software and tax code knowledge. Our process identifies all eligible deductions and credits while ensuring compliance with filing requirements. We provide clear explanations of tax implications and offer year-round support for tax-related questions.
Bookkeeping Services
Our comprehensive bookkeeping service maintains accurate financial records through regular transaction categorization and reconciliation. We generate monthly financial reports, manage accounts payable/receivable, and implement efficient recordkeeping systems. This service provides business owners with reliable financial data for informed decision-making and tax preparation.
QuickBooks Setup
We configure QuickBooks software tailored to your business structure and industry requirements. Our setup includes chart of accounts creation, inventory tracking systems, and payroll integration. We ensure proper data migration and provide training to help business owners maximize the software's capabilities for daily financial management.
Tax Planning
Our proactive tax planning service develops customized strategies to minimize tax liabilities throughout the year. We analyze business operations and personal finances to identify savings opportunities, implement tax-efficient structures, and provide ongoing guidance to adapt to changing circumstances and regulations.
People
Jeffrey L. Blanchard
Owner
With 20+ years of IRS problem resolution experience, Jeffrey holds Enrolled Agent and Certified Tax Resolution Specialist credentials. He serves on the Corpus Christi Association of REALTORS board and maintains QuickBooks ProAdvisor certification. His expertise spans tax audits, business bookkeeping, and financial strategy development.
Questions
What IRS tax resolution services do you offer?
We handle all IRS issues including audits, back taxes, wage garnishments, and payment plans with customized resolution strategies.
Do you provide QuickBooks training for small businesses?
Yes, we offer customized QuickBooks setup and hands-on training tailored to your specific business needs.
What tax planning services are available?
We develop year-round tax planning strategies to minimize liabilities and maximize savings opportunities for individuals and businesses.
Are you a certified accounting firm?
Our owner holds Enrolled Agent and Certified Tax Resolution Specialist credentials, with specialized expertise in tax matters.
What bookkeeping services do you provide?
We offer complete bookkeeping solutions including financial reporting, cash flow management, and internal control assessments.
