EVERYTHING YOU NEED, IN ONE PLACE

Our Services

From monthly bookkeeping and payroll to tax preparation, strategic planning, and full IRS representation — Oaxview delivers expert financial services to individuals and businesses in all 50 states.

BOOKKEEPING

MONTHLY BOOKKEEPING

Accurate, fully reconciled books delivered every month — so you always know exactly where your business stands financially.

  • Monthly bank & credit card reconciliation

  • Income & expense categorization

  • Profit & loss and balance sheet reporting

  • Dedicated bookkeeper for your account

  • QuickBooks Online or Xero management

  • Monthly financial summary with insights

Available for sole proprietors, LLCs, S-Corps, and C-Corps.

CATCH-UP & CLEAN-UP BOOKKEEPING

Months or years behind on your books? We'll get your records current, and tax-ready — no matter how far back we need to go.

  • Historical transaction categorization

  • Account reconciliation from prior periods

  • Identifying and correcting prior errors

  • Tax-ready reports upon completion

  • Transition to ongoing bookkeeping

TAX SERVICES

INDIVIDUAL TAX PREPARATION & FILING

Accurate, maximized federal and state returns for W-2 employees, freelancers, investors, landlords, and anyone with complex tax situations.

  • Federal Form 1040 and all schedules

  • Single, married filing jointly/separately, HOH

  • Self-employment income (Schedule C)

  • Rental income & real estate (Schedule E)

  • Investment & capital gains reporting

  • Multi-state returns

BUSINESS TAX PREPARATION & FILING

Comprehensive tax return preparation for all business entity types — filed accurately, on time, and with every available deduction applied.

  • S-Corporation returns (Form 1120-S)

  • Partnership returns (Form 1065)

  • C-Corporation returns (Form 1120)

  • LLC single-member & multi-member returns

  • Sole proprietor (Schedule C) filing

  • 1099 contractor reporting

TAX PLANNING & ADVISORY

Proactive, strategic tax planning throughout the year — not just at filing time. We help you minimize liability before it's too late to act.

  • Year-round tax strategy sessions

  • Quarterly estimated tax calculation & reminders

  • Entity structure analysis (LLC vs. S-Corp, etc.)

  • Retirement & deduction planning

  • Multi-state tax compliance strategy

SALES TAX FILING & COMPLIANCE

Stay compliant with sales tax obligations across every state you operate in — registration, filing, and ongoing monitoring handled for you.

  • Sales tax registration in required states

  • Monthly, quarterly, or annual filing

  • Nexus analysis for multi-state businesses

  • Voluntary disclosure agreements

PAYROLL

PAYROLL PROCESSING & MANAGEMENT

End-to-end payroll for businesses of any size — from initial setup to ongoing processing, tax deposits, and year-end reporting. We handle every detail so you can focus on your team.

  • Payroll setup & system configuration

  • Employee onboarding & I-9/W-4 management

  • Direct deposit processing

  • Payroll tax deposits & filings (941, 940)

  • State unemployment insurance (SUTA)

  • New hire reporting

  • W-2 preparation and distribution

  • 1099 contractor processing

  • Payroll reports on demand

ENROLLED AGENT & IRS REPRESENTATION

Don't face the IRS alone.

An IRS notice can feel terrifying — but you have rights, and you have options. Our Enrolled Agents hold the highest credential awarded by the IRS and are authorized to represent you in any tax matter, in any state, at any IRS level.

An Enrolled Agent (EA) is a federally licensed tax practitioner who has either passed a rigorous three-part IRS examination or served as a former IRS employee. Unlike CPAs, whose license is state-specific, EAs are licensed to practice in all 50 states and have unlimited representation rights before the IRS. This means we can speak on your behalf — so you don't have to.

IRS AUDIT REPRESENTATION

Received an IRS audit notice? Our Enrolled Agents take over all communication and appear on your behalf. You may never need to speak with the IRS directly.

  • Correspondence audit response

  • Field and office audit representation

  • Document preparation and submission

  • IRS Appeals representation

BACK TAXES AND UNFILED RETURNS

Years of unfiled returns? Growing tax debt? We help you get compliant, minimize penalties, and establish a realistic path forward with the IRS.

  • Prior-year return preparation & filing

  • IRS compliance restoration

  • Penalty and interest analysis

  • First-time penalty abatement requests

IRS INSTALLMENT AGREEMENTS

We negotiate structured payment arrangements with the IRS on your behalf and protect you from aggressive collection actions while you pay.

  • Installment agreement negotiation

  • Currently Not Collectible (CNC) status

  • Partial payment installment agreements

  • Collection holds and levy prevention

OFFER IN COMPROMISE

In qualifying situations, we negotiate with the IRS to settle your entire tax debt for less than the full amount owed — a life-changing resolution for eligible taxpayers.

  • OIC eligibility analysis

  • Preparation and submission of Form 656

  • Negotiation with the IRS on your behalf

  • Post-acceptance compliance support

TAX LIEN & LEVY RELEASE

We work to release IRS federal tax liens, stop wage garnishments, and lift bank account or property levies so you can move forward financially.

  • Federal tax lien release and subordination

  • Wage garnishment release

  • Bank account levy release

  • Property levy intervention

PENALTY ABATEMENT

IRS penalties are often removable with the right documentation and argument. Our Enrolled Agents know exactly when and how to pursue abatement successfully.

  • First-time abatement (FTA) requests

  • Reasonable cause penalty relief

  • Statutory exceptions analysis

  • Administrative waiver requests

ADVISORY & CONSULTING

ENTITY FORMATION & STRUCTURE

Starting a new business or considering a restructure? We help you choose the right entity type to protect your assets and minimize your tax burden from day one.

  • LLC, S-Corp, C-Corp, and partnership analysis

  • Tax savings comparison by entity type

  • S-Corp election timing and filing

  • EIN obtainment and IRS setup

QUICKBOOKS SETUP & CONSULTING

Whether you're starting fresh or fixing a messy chart of accounts, our QuickBooks ProAdvisors get your system set up correctly and running smoothly.

  • New QuickBooks Online account setup

  • Chart of accounts customization

  • Bank feed connection and rules setup

  • Training for your team

  • Error cleanup and file repair

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