Tax, Advisory, Resolution, & Representation

At Level Up Strategies, we specialize in providing Comprehensive Tax Preparation and Advisory Services to meet the needs of businesses, non-profits, and individuals. From ensuring accurate tax preparation to offering strategic advice and representation, we are your trusted partner in navigating the complexities of tax compliance and optimization.

We handle the preparation and filing of all federal, state, and local tax returns with precision and timeliness, giving you peace of mind.

• Individual Tax Preparation: Accurate preparation of personal tax returns, optimizing deductions, and minimizing liabilities.
• Business Tax Preparation: Preparation of corporate, partnership, LLC, and sole proprietorship tax returns, customized to align with your business needs.
• Non-Profit Tax Preparation: Filing Form 990s and maintaining compliance with IRS and state regulations for tax-exempt organizations.
• Payroll Tax Preparation: Management of payroll tax calculations, quarterly filings, and annual reports to ensure compliance.
• Sales & Use Tax Preparation: Preparation of sales and use tax returns, ensuring compliance with state and local requirements.
• Property Tax Filings: Assistance with property tax assessments and filings to ensure accuracy and compliance.
• Charitable Solicitation Registrations: Assistance with filings to maintain compliance for fundraising and charitable activities

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Our expert tax advisory services help you leverage tax laws to your advantage, ensuring your financial strategies align with your goals.

• Strategic Tax Planning: Developing customized tax strategies to minimize liabilities and maximize opportunities.
• Business Structure Evaluation: Assessing your business structure to ensure it provides the most advantageous tax outcomes.
• Regulatory Compliance: Proactive reviews to identify risks and opportunities for staying compliant with evolving tax laws.

When tax challenges arise, our team provides expert resolution and representation to protect your interests.

• IRS and State Tax Resolution: Assistance with resolving disputes, negotiating payment plans, and reducing penalties.
• Audit Representation: Full support and advocacy during audits to ensure favorable outcomes.
• Dispute Resolution: Expertise in addressing payroll tax, sales tax, and other tax-related disputes effectively.