Advisory

What Is Advisory?

At Loyalty Tax Services, we believe that informed decisions lead to lasting success. Our advisory solutions are tailored to empower individuals, businesses, and nonprofit organizations as they navigate complex financial landscapes. Whether it’s resolving IRS or state audit concerns, managing back taxes, planning installments, or setting up a nonprofit with full compliance—our expert guidance ensures you move forward with clarity, confidence, and strategic direction. We don’t just offer advice—we become your financial partners in growth, compliance, and long-term success.

Support with IRS & State Audits and Concerns

Facing an IRS or state audit can be intimidating—but you don’t have to go through it alone. Our experienced advisors offer complete support throughout the audit process, helping you prepare documentation, respond accurately to notices, and represent your case with confidence. We ensure your rights are protected and work toward the most favorable outcome.

Non-Profit Organizations

Launching and running a nonprofit organizations comes with unique financial and regulatory challenges. We provide specialized advisory services to help nonprofit organizations with formation, tax-exempt status, compliance, and funding strategy. Whether you’re starting from scratch or looking to grow, our guidance ensures you stay legally compliant while maximizing your mission’s impact.

Back Tax Owed & Installments

Owing back taxes can lead to penalties, interest, and serious financial stress. Our advisory team works closely with you to evaluate your situation, communicate with tax authorities, and structure manageable installment plans. We also explore ways to reduce or remove penalties, ensuring you regain control of your financial life without the fear of enforcement actions.