Our services

Trusted tax expertise for individuals and businesses.

At Dollars & Sense, we go beyond tax prep — we partner with you to reduce stress, save money, and stay compliant year-round.

Tax Preparation & Planning

Smart tax planning today means fewer surprises tomorrow. We help you stay ahead by managing both personal and business tax issues year-round. Our team keeps up with the latest federal, state, and local changes so you don’t have to. With us on your side, you’ll uncover tax-saving opportunities that aren’t always obvious — and make confident decisions for your future.

Ready to simplify your taxes?

IRS Representation

An IRS notice or audit can feel overwhelming, but you don’t have to face it alone. Our experienced Enrolled Agents and CPAs represent you directly before the IRS and other tax authorities. We know the process, the rules, and how to protect your rights so you can move forward with peace of mind.

Facing IRS challenges?

Business Consulting

Every business faces challenges and opportunities. Whether you’re growing, restructuring, or planning your next move, we provide clear, actionable advice. Our team combines tax knowledge with real business insight to help you make the right decisions at the right time.

Looking for guidance?

Business Entity Selection

Choosing the right structure for your business — LLC, partnership, corporation, or sole proprietorship — has big tax and financial implications. We explain your options in plain language so you can choose wisely. As your business evolves, we’ll reassess to ensure your entity still serves your goals.

Need help choosing your entity?

Corporate Financial Analysis

Strong financial analysis gives you clarity and confidence. We help you evaluate your numbers, test different scenarios, and plan for what’s ahead. From routine reviews to quarterly contracts, our analysis services support smarter management, better planning, and long-term success.

Get clarity with data.

Ready to Simplify Your Taxes?