Tax & Accounting
Individual & Business tax preparation, IRS tax resolution, bookkeeping, and structured accounting cleanup.
Capabilities:
- 2025 Individual & Business Returns
- IRS Tax Resolution & Offers in Compromise
- Year-End Ledger & Balance Sheet Cleanup
IT & AI Consulting
Streamline operational workflows with intelligent automation, custom Python scripts, RAG systems, and cloud integration.
Capabilities:
- Custom Python & Node.js Automations
- Knowledge RAG Systems & Semantic Search
- Cloud & API Integration Architecture
HR & Operations
Talent acquisition frameworks, employment compliance, operational SOP documentation, and organizational scaling.
Capabilities:
- Employment & HR Compliance Audit
- Standard Operating Procedure (SOP) Design
- Talent Acquisition Strategy & Onboarding
Estate Planning
Secure your legacy with structured estate documentation, power of attorney templates, healthcare directives, and family asset guides.
Capabilities:
- Living Will & Healthcare Directives
- Financial & General Power of Attorney
- Digital Asset & Legacy Vault Planning
Business Tools & WISP
Financial models, budget calculators, Written Information Security Plan (WISP) frameworks, and compliance tools.
Capabilities:
- WISP Security Policy Documentation
- Financial Forecast & Balance Sheet Models
- Calculators & Resource Library
QiSuite 360
Comprehensive integrated suite combining managed accounting, IT infrastructure, compliance, and automated workflows into a single engagement.
Features:
- End-to-End Managed Operations
- Integrated DocFlow Client Portal
- Dedicated Practitioner Support