What clients say about working with the firm

Brought an IRS deficiency down by 90%. "When the IRS targeted our job cost expense deductions, I was losing sleep. TSA's tax representation team stepped in, handled the audit entirely, and brought a proposed $115,000 deficiency down to $11,000. On top of that, they revamped our WIP accounting and job costing system, which allowed us to fix our project bidding and secure a $500,000 credit line with our bank. Hands down the best investment we've made for our business."

Handled our IRS back taxes with empathy and precision. "During a tough economic turn, our business got behind on 941 payroll tax deposits. The IRS threats were overwhelming, and liens were a real possibility. TSA secured a manageable installment agreement, got nearly $28k in penalties abated, and cleaned up our messy intercompany books. They didn't judge us, they just gave us a clear plan and executed it flawlessly."

True strategic financial partners, not just tax preparers. "Before working with TSA, our practice was generating great revenue, but cash flow always felt tight. They moved us from cash to accrual, helped us restructure our S-Corp owner pay to meet IRS guidelines, and uncovered over $60k in late insurance reimbursements. Their monthly KPI dashboards give us complete clarity on provider productivity and collections. Thanks to TSA's year-end tax planning, we cut our tax bill by $34,000 this past year alone."

Saved our business from a multi-state tax nightmare. "When our Shopify and Amazon sales exploded across several states, our books fell completely behind. We were terrified of multi-state sales tax penalties and inaccurate inventory reporting. The Tax Solution Agency team jumped in, cleaned up over a year's worth of un-reconciled transactions, and got our monthly closing time down to under a week. They identified write-downs we didn't know existed and saved us over $40k in potential state penalties. I can finally focus on growing our product line instead of stressing over spreadsheets."

Rock-solid trust accounting and valuable tax deferral strategies. "State Bar trust account rules are serious, and we needed bulletproof compliance. They implemented automated 3-way IOTA reconciliations that keep us 100% compliant every month. Beyond bookkeeping, their partner tax strategy was a game-changer. They set up a Cash Balance pension plan that allowed us to shelter $145,000 in income annually. They are proactive, detail-oriented, and genuinely invested in our firm's success."