Steady, private support for business owners navigating difficult tax situations.
Missing years of records. An IRS notice. Books that need to be rebuilt. These situations are more common than you might think — and they can be carefully resolved. We handle everything quietly, thoroughly, and documented for your CPA or Enrolled Agent to take it from there.
Start a Confidential ConversationCurrently accepting new engagements — discreet, judgment-free.
NDA-friendly. All inquiries confidential.
Many clients come to us in exactly one of these situations.
- You received an IRS notice or correspondence and your records need to be organized before involving a CPA or EA
- You have one or more years of unfiled tax returns and no financial statements to support them
- Your CPA or EA is asking for reconciled books you haven't been able to provide
- Your books exist but you know they need significant correction before anyone else reviews them
- You need someone to rebuild the records and deliver clean financials your CPA can actually work with
Many clients come to us after years of avoiding the issue. Conversations are confidential, judgment-free, and handled discreetly. When the books are in order, your options become clearer.
What we handle
IRS & Audit Recovery — Most Requested-
01
Unfiled Years Caught Up
Two to seven years of books rebuilt from bank statements and source documents — carefully documented and ready to support accurate filings.
-
02
IRS Correspondence Support
Information requests organized, workpapers indexed, reconciliations completed. Your records presented clearly and thoroughly — ready for your licensed representative to take forward.
-
03
Book Cleanup & Correction
Existing books that need reconciliation — traced, clarified, and documented with full workpapers your CPA or EA can rely on.
-
04
Transaction-Level Research & Resolution
When something doesn't reconcile and the source hasn't been identified. Careful, methodical analysis to find the root cause, document the resolution, and produce a clear memo — for the balance sheet items that need a thorough explanation.
-
05
Journal Entries & Adjustments
Accruals, reclasses, fixed-asset schedules. Each entry documented for fast review by your CPA or Enrolled Agent.
-
06
Individual & Small-Business Returns
Individual 1040s and small-business pass-throughs — Schedule C, simple 1065s, and 1120-S returns. Prepared and signed as a paid tax preparer. IRS representation (audits, appeals, collections) is referred to a CPA or Enrolled Agent.
-
07
ERP Implementation & Migration Support
Accounting-side support for ERP migrations — chart of accounts mapping, historical data validation, parallel-period reconciliation, and go-live support. We handle the general ledger side. You handle the IT.
-
08
Payroll System Implementation Support
GL mapping, tax liability account setup, automated journal entry configuration, and first-period reconciliation for payroll migrations. We make sure your payroll system talks correctly to your general ledger.
-
09
AR Recovery
A scoped engagement to diagnose stuck receivables — portal issues, invoice formatting problems, contact gaps — resolve them, and rebuild the collection process so they don't get stuck again.
-
10
Transaction-Level Research & Resolution
When something doesn't reconcile and the source hasn't been identified. Methodical analysis, root cause documentation, and a clear resolution memo — for the balance sheet items that have been unresolved for months.
-
11
Due Diligence Readiness
Review the balance sheet thoroughly, resolve any items that need clarification, and assemble the financial documentation that banks, investors, and lenders will request. For companies preparing to raise capital or close a significant transaction.
-
12
Revenue Reconciliation
Bridge the gap between what one system shows as sold and what the other system recognizes as revenue. We build a repeatable reconciliation process so your two sources of truth stop disagreeing.
-
13
Year-End Close Projects
For companies that manage their own books month-to-month but need experienced help with year-end adjusting entries before CPA handoff. A targeted, seasonal engagement to get you across the finish line clean.
Every engagement, four clear steps.
From the initial conversation through final documentation, you always know where things stand and what comes next.
-
01 | Scope Defined
We start by understanding your company size, your accounting system, and exactly what work needs to happen. No vague retainers — just a clear scope you can sign off on.
-
02 | Access Granted
You provide access to your ERP or accounting system. We work directly inside your environment — not in a separate tool, not on a spreadsheet. Your books, cleaned in place.
-
03 | Work Completed
The engagement is carried out: reconciliations, close process work, documentation support, or project work — whatever was scoped and agreed upon.
-
04 | Documentation Delivered
You receive full workpapers, deliverables, and documentation your team — and your CPA — can actually use.
I had two years of unfiled S-Corp tax returns and no bookkeeping or financial statements for my business. Cat rebuilt two years of books and financials in a week, connected me with a solid Enrolled Agent, and managed the process between us. Everything was handled professionally and discreetly — what had felt like an overwhelming situation was resolved calmly and completely.
Cat was persistent and dependable in working through legacy balance sheet reconciliation items and following them through to resolution. Her steady approach brought structure and momentum to several long-outstanding issues that had resisted prior cleanup efforts.
Cat Pena, Principal
Nice to meet you! My name is Cathryn but everyone calls me Cat. Georgetown Texas is my hometown where I graduated high school and where I got my accounting degree from Southwestern University. My career began with an audit internship at Deloitte and since then, I have nearly a decade of professional accounting experience in audit focused roles. I started my own practice to advocate for taxpayers and business owners when the IRS starts looking into things, sending notices, and asking tough questions. I've seen it all before, no judgement here. Just a job done and a problem taken care of.
A confidential conversation costs nothing — and it's a good place to start.
Reach out with a few details about your situation — how many years need attention, what system your books are in, and whether you already have a CPA or EA involved. All conversations are private, handled discreetly, and completely judgment-free. I'll follow up within one business day.
If a colleague, CPA, or EA referred you, feel free to mention their name — it helps me understand your situation.