Accounting & Bookkeeping
Transaction review, reconciliations, general-ledger support, financial statement preparation, and cleanup designed to produce timely, dependable financial information.
Accounting · Tax · Data · Advisory
Turn scattered records into clear, compliant action.
A1IBS combines accounting, tax knowledge, computer skills, and data analysis to organize financial information, complete required forms and returns, address filing gaps, and support better business decisions.
Foundational services to complex advisory—with the client always at the center.
Integrated financial services
Accounting, tax, and advisory support in one relationship.
Services are tailored to each client’s facts, filing requirements, financial priorities, and agreed scope.
Tax Preparation & Compliance
Preparation support for eligible individual and business federal and state income tax filings, with organized documentation and attention to applicable filing requirements.
Proactive Tax Planning
Year-round analysis of timing, entity, compensation, deduction, credit, and estimated-tax considerations based on current facts and applicable rules.
Tax Resolution Support
A compliance-first process using IRS account information and Tax Help Software transcript-analysis tools to identify missing returns, payment history, account issues, and resolution prerequisites before evaluating available collection alternatives. Representation is offered only when authorized.
Payroll & Business Tax Support
Guidance on payroll reporting, reasonable-compensation considerations, information returns, and coordination of related business tax obligations.
Fractional CFO Advisory
Budgets, rolling forecasts, cash-flow planning, management reporting, KPI development, and executive-level decision support scaled to the business.
Business Formation & Growth
Financial and tax considerations for new and growing businesses, including entity-selection discussions coordinated with legal counsel where appropriate.
Capital & Transaction Readiness
Financial preparation for lender, investor, due-diligence, or transaction conversations, including models, reporting improvements, and documentation organization.
Data Analysis & Form Support
Compilation and analysis of information from bank statements, accounting systems, payroll records, prior filings, and other source documents to support accurate forms, returns, and compliance work.
Prior-Year & Back-Tax Returns
Help identifying missing filing years, reconstructing the financial data needed for delinquent returns, preparing eligible prior-year filings, and establishing filing compliance before pursuing an offer, payment plan, or other appropriate resolution.
QuickBooks, ProSeries & Tax Help Software
Practical use of QuickBooks to organize accounting data, ProSeries to prepare eligible returns, and Tax Help Software to request and analyze authorized IRS transcripts, monitor account information, and support tax-resolution case preparation.
Professional Coordination
Coordination with the client’s attorneys, payroll providers, lenders, bookkeepers, and other approved specialists so responsibilities, documents, and deadlines remain aligned.
Compliance comes before resolution.
Before many IRS collection alternatives can be considered, required tax returns must be filed and current payment obligations must be addressed. For an Offer in Compromise, this generally includes all legally required returns, required current-year estimated tax payments, and—when the taxpayer has employees—required federal tax deposits. A1IBS uses authorized records, IRS transcripts, data analysis, and professional tax software to help establish compliance before evaluating the resolution path supported by the client’s facts.
Tax resolution case development
A defensible case begins with verified account facts.
A1IBS builds the working case in a disciplined sequence so the requested resolution is supported by filing history, transcript data, financial documentation, and the client’s actual ability to comply.
Authorization & Secure Access
Determine the appropriate information authorization or power-of-attorney process for the agreed engagement, then obtain account information through authorized IRS channels.
Transcript & Account Analysis
Review return, account, and wage-and-income information to identify filing gaps, balances, payments, penalties, collection activity, examinations, and other issues requiring follow-up.
Compliance Reconstruction
Compile available bank, payroll, bookkeeping, information-return, and prior-filing data; identify missing records; and prepare eligible delinquent returns needed to establish filing compliance.
Financial Case File
Organize income, allowable living or business expenses, assets, liabilities, and supporting documents into a consistent working file for the applicable collection analysis and forms.
Resolution Screening
Compare the facts with potentially available paths, which may include full payment, an installment agreement, penalty-relief review, currently-not-collectible consideration, or an Offer in Compromise.
Submission & Coordination
Prepare the agreed package, track outstanding items and deadlines, and coordinate with the client and appropriately authorized professionals through completion.
What the client receives
A clear compliance status, a list of missing returns and records, an organized financial case file, an explanation of realistic resolution paths, required-document guidance, and a sequenced action plan. No outcome is guaranteed; eligibility and acceptance depend on the taxing authority’s rules and the client’s verified facts.
Technology-enabled compliance
Finding the usable story inside incomplete financial data.
Compliance work often begins with records that are incomplete, inconsistent, or spread across multiple systems. A1IBS applies computer proficiency and analytical review to assemble the available evidence, identify missing information, reconcile differences, and create an organized working file for the required return, form, notice response, or business decision.
01 · Collect
Gather statements, ledgers, payroll reports, prior returns, notices, and supporting documents.
02 · Reconstruct
Compile and classify transactions, identify gaps, and document reasonable follow-up items.
03 · Reconcile
Compare source records, accounting data, and tax information for consistency.
04 · Complete
Prepare the agreed forms or returns and coordinate remaining items with approved professionals.
The A1IBS approach
Practical guidance backed by organized data.
We begin with the filing obligation, notice, or business decision in front of the client, then determine what information is available, what is missing, and what must be completed next.
01 · Discover
Clarify goals, deadlines, filing history, notices, stakeholders, and immediate concerns.
02 · Diagnose
Review records, systems, processes, risks, and information gaps.
03 · Prioritize
Create a focused work plan with defined documents, responsibilities, and milestones.
04 · Complete
Prepare the agreed work and coordinate unresolved items with the appropriate professionals.
Fit assessment
Where does your finance function need greater clarity?
Select your current stage and most important objective to see a suggested starting point. This tool is informational and does not estimate fees or promise outcomes.
Confidential consultation
Start with the financial or tax issue in front of you.
Tell us what you need to accomplish, what deadlines or notices are involved, and where greater financial clarity would help. We’ll determine whether A1IBS is the right fit.
Services depend on the agreed scope and the client’s facts. A1IBS does not guarantee tax savings, penalty relief, financing, valuation increases, transaction outcomes, or investment returns. Legal, investment, attest, and other regulated services are provided only when separately authorized and appropriately licensed.