Professional Tax, Bookkeeping & Financial Consulting Services

Comprehensive tax preparation, proactive tax planning, and trusted tax advisory services for individuals, families, and small businesses.

Comprehensive Tax and Consulting Services We Offer

At Caroline LeVere Consulting, services are tailored to help individuals, families, and small businesses navigate personal and business tax obligations with clarity, accuracy, and confidence.

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Individual Tax Services

Professional assistance is provided to guide individuals through complex personal tax situations, maximizing benefits while maintaining full compliance:

  • Individual Tax Preparation
  • Amended & Prior-Year Returns
  • Tax Planning
  • IRS Audit Preparation
  • Audit Guidance
  • IRS Notice Review & Response
  • Payment Plan Assistance
  • Identity Theft Tax Assistance
  • Self-Employed & Gig Worker Taxes
  • Rental Property Tax Returns
  • Multi-State Tax Returns
Book a Tax Consultation
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Business Tax Services

Comprehensive business tax solutions designed to assist small businesses with filing accuracy, planning, and operational setup:

  • Small Business Tax Preparation

  • LLC, Partnership & Corporate Returns

  • Business Tax Planning

  • Quarterly Estimated Taxes

  • Payroll Tax Assistance

  • Entity Selection

  • Business Start-Up Consulting

  • Tax Deduction Optimization

Schedule Business Tax Support
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IRS Assistance

Direct support and guidance for navigating IRS communications, audit inquiries, and tax resolution matters:

  • IRS Audit Preparation

  • IRS Collections Assistance

  • Tax Debt Resolution

  • Back Tax Return Preparation

  • IRS Account Review

  • Tax Compliance Assistance

Book IRS Assistance
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Bookkeeping & Accounting

Accurate tracking and structure to keep business finances organized and up to date:

  • Monthly Bookkeeping

  • Payroll Processing

  • Bank Reconciliations

  • Financial Statements

  • QuickBooks Setup & Cleanup

Schedule Bookkeeping Services
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Business Consulting

Strategic financial and business management support designed to assist clients in making purposeful decisions:

  • Business Formation

  • Financial Consulting

  • Budgeting & Forecasting

  • Cash Flow Analysis

  • CFO Advisory Services

Book a Business Consultation