Are You Looking for Peace of Mind?

Tax season can be stressful, especially with the looming threat of audits from the Internal Revenue Service (IRS). Whether you’re worried about noncompliance issues, errors in documenting tax returns, or need a second pair of eyes, we’ve got you covered.

Introducing Our Audit-Free Compliance Service

Led by Dr. Cozette White, a seasoned expert with over 25 years in auditing and taxation, our service is designed to keep your office error-free and compliant. With experience processing over 30,000 returns and a career spent navigating the intricacies of corporate America’s audit and taxation departments, Dr. White offers unparalleled expertise to help you avoid costly penalties and fines.

Customized Packages for Every Need

Our service is tailored to fit your specific requirements, ensuring your returns are accurate, compliant, and free of audit triggers.

Ideal for up to 50 returns, this package includes a detailed review to ensure accuracy and compliance, culminating in a summary report. Perfect for those seeking foundational assurance. Investment – $699.  Add-on – Custom-Branded Trello Board for an additional one-time fee of $200.

 

With The Trello Board

Buy Now, Pay Later

After Pay

Klarna

W/The Trello Board

Buy Now, Pay Later

After Pay

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Designed for up to 150 returns, it offers detailed compliance checks, itemized deduction reviews, and a detailed and summary report with recommendations. This package is a step up for those needing deeper insights. Investment – $1,699. Add-on – Custom-Branded Trello Board for an additional one-time fee of $200.

 

With The Trello Board

Buy Now, Pay Later

After Pay

Klarna

W/ The Trello Board

Buy Now, Pay Later

After Pay

Klarna

For up to 250 returns, featuring comprehensive compliance and strategic tax planning advice, audit risk assessment, and a comprehensive strategy guide. It’s the choice for advanced preparation and peace of mind with a custom-branded Trello Board. Investment – $3,200

Buy Now, Pay Later

After Pay

Klarna

Our most extensive package for up to 500 returns includes elite audit defense preparation, full portfolio compliance review, strategic planning sessions, and ongoing support throughout the tax season. Tailored for those who seek the utmost in preparation and strategic oversight with custom-branded Trello Board.   

Investment – $7,500 

 

Buy Now, Pay Later

After Pay

Klarna

Other Services

Compliance Field Audit Walkthrough – For a one-time investment of just $850, Dr. Cozette White and her team will conduct a comprehensive field audit of your office, ensuring every aspect of your tax preparation process adheres to the highest regulatory compliance standards. This service is meticulously designed to navigate the complexities of tax law, offering a detailed review of your practices, procedures, and documentation. The Compliance Field Audit Walkthrough goes beyond traditional reviews by providing hands-on guidance and actionable recommendations to elevate your practice’s compliance framework.

Why Invest in the Custom Branding Trello Board?

Elevate your tax business with the Custom Branding Trello Board – the ultimate blend of efficiency and style. Say goodbye to scattered documents and hello to a seamless workflow with personalized standard operating procedures, compliance forms, and exclusive resources, all in one sleek digital platform. Our timeless SOPs ensure efficiency and continuity, making turnover or personnel changes a breeze. Plus, the option to upgrade annually keeps your toolkit cutting-edge. Don’t just manage. Make a statement – invest in your business’s success today.

Why Choose Dr. Cozette White?

Dr. Cozette White brings over 25 years of experience in tax preparation and compliance, with a track record of processing more than 30,000 returns. Her expertise not only lies in ensuring accuracy and compliance but also in providing the strategic insights necessary to navigate the complexities of tax laws and regulations. Choosing Dr. White means opting for a partner who is committed to your business’s success, ensuring that your office remains compliant, efficient, and prepared for any challenges that come your way.

Ensure Your Office's Compliance and Peace of Mind

Don’t let audit worries disrupt your tax season. Opt for Dr. Cozette White’s Audit-Free Compliance Service and focus on what you do best, leaving the compliance and auditing concerns to us.

Rapid Turnaround Time for Maximum Efficiency

We understand the importance of timeliness during the tax season. That’s why we promise a 24 to 48-hour turnaround on all returns, ensuring your operations run smoothly and without delay. This commitment to efficiency sets us apart and provides our clients return year after year.

Contact Us Today for a Stress-Free Tax Season

Ready to experience a tax season without the usual stress and worry? Whether you’re a small office handling a few dozen returns or a large firm dealing with hundreds, we have the expertise, tools, and resources you need to ensure a successful, compliant, and efficient tax season.