WE PROVIDE TAX REPRESENTATION CFO SERVICES TAX COMPLIANCE ENTITY FORMATION

YOUR TRUSTED
TAX AND FINANCIAL EXPERT

Industry leading resources to provide our clients the best service.

Expertise to resolve your tax problems.

Actionable guidance to consistent cash flow and measurably grow your small business.

EXPERIENCED

Government tax agency, corporate managerial and executive experience

EFFECTIVE

Minimize taxes to maximize the return on your time and investment

PERSONALIZED

Customized services to fit your unique set of financial needs

Tax Controversy

As former tax auditors and tax attorneys for the State and the IRS, we are highly qualified to resolve tough, complex issues. We leverage our in-depth knowledge of the inner workings of the IRS and the State departments to get you the most effective results involving income tax, and sales and use tax audits and collections.

CFO Advisory


Our experience in corporate financial management, job costing, accounting and compliance can guide you and your business to beat the odds on surviving the first few years and be on track for long term success and growth.

Entity Formation

Selecting the proper entity type for your business is critical in avoiding thousands of dollars in taxes even for small business owners. It pays to engage with a professional well versed in this niche practice.

Tax Compliance

We can expertly navigate you on the complexities of the tax laws and regulations for real estate investors, including cost segregation, real estate professional status and partnership taxation.

OUR TESTIMONIALS

OUR PRINCIPAL

Jinny Brooks

Enrolled Agent
Certified CFO
Former Tax Auditor
Former Corporate Controller & CFO

Jinny Brooks brings 15+ years of expertise in Tax and Accounting, specializing in tax controversy, tax compliance, and CFO advisory. Her goal is to resolve issues effectively, efficiently and in the client’s best interests, proactively addressing issues of government boundaries and taxpayer rights.

As a former State Tax Auditor, Jinny has a deep, inside  experience navigating the complex procedures and processes of the Internal Revenue Service, State Departments of Taxation or Revenue, State Tax Commission hearings and other taxing authorities.

As a former Controller/CFO of a 45m USD manufacturing firm and former Director of Accounting at the largest locally based CPA firm, Jinny advises on financial decisions to identify what is and is not working in your business and to make strategic, data-driven decisions for consistent, positive cash flow and growth. 

Jinny graduated from The University of Chicago and has completed MBA in Accounting and PhD in Economics courses.

FAQ

United States Code Title 26, otherwise known as the Internal Revenue Code, is the codified set of federal tax laws. In 1862, the nation’s first income tax was enacted into law to raise revenue to help pay for Civil War expenses. U.S. tax laws began to be codified in 1874, compiled in 1939, and overhauled in 1954 and 1986. This code is the definitive source of all tax laws in the U.S. and it determines the rights and legal obligations that are recognized by the courts of justiceThese laws are administered by the Internal Revenue Service through Treasury Regulations and Revenue Rulings. 

Internal Revenue Code sections 7201 through 7217 codify the activities, both misdemeanors and felonies, that are illegal under the U.S. tax laws. The most common tax crime is tax evasion – failure to pay taxes, failure to report taxes, and failure to report taxes accurately.

Click here to view the Taxpayer Bill of Rights. This publication explains a taxpayer’s rights and the processes for audit, appeal, collection, and refunds.

Marginal tax rate is the highest tax rate at which your taxable income is subject to tax. For example, if you are single and your taxable income is $600,000 in 2023, your marginal tax rate is 37%. Not all of the taxable income is taxed at 37%; only the portion subject to the highest rate is taxed at 37%. 

Effective tax rate is your total tax divided by your total taxable income. In the same example, the effective tax rate is 29.53%. The effective tax rate is lower because the United States has a progressive tax structure.  The taxable income is segmented and each segment is taxed at different rates; higher income segments are taxed at progressively higher tax rates.

If you are filing a tax return, you may minimize your taxes through tax deductions and tax credits.

If you have not filed a tax return or paid tax due, you may be able to minimize your overall taxes and fees by engaging a tax professional experienced in tax representation matters such as an offer in compromise and partial payment installment agreement.

NEWS

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