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Our Services
Our Payroll Services:
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Payroll processing and payment support
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Employee and contractor onboarding
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Forms W-4, W-9, and I-9
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Employment and confidentiality documents
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Forms W-2, W-3, 1099, and 1096
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Forms 940 and 941
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Federal and state payroll tax filings
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EFTPS tax deposits
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Payroll compliance support
Avoid costly errors, missed deadlines, and unnecessary stress.
With Volena Tax Consulting, your payroll stays organized, accurate, and on schedule.
Focus on your business. We’ll handle the payroll.
Tax Planning for Companies
A well-designed strategy may legally reduce your tax liability, improve cash flow, and support long-term growth.
Volena Tax Consulting evaluates your:
✓ Business structure and tax classification
✓ Timing of income, expenses, and major purchases
✓ Available deductions and tax credits
✓ Owner and employee compensation
✓ Retirement and benefit plans
✓ Future investments and growth plans
Because tax laws and business circumstances change, your strategy should be reviewed regularly.
We provide practical recommendations tailored to your company’s finances, priorities, and long-term goals.
Business Plan Writing
A business plan is a practical roadmap for starting, managing, and growing your company. It explains your goals, how the business will operate, and the financial resources needed to succeed.
A professionally prepared business plan can include:
✓ Executive summary and company overview
✓ Products and services
✓ Market and industry analysis
✓ Competitive analysis
✓ Customer segments and marketing strategy
✓ Operations and staffing plans
✓ Financial projections and cash-flow forecasts
✓ Growth strategy and implementation milestones
Volena Tax Consulting develops customized business plans based on your goals, industry, audience, and financial information. For immigration-related plans, we can coordinate the financial and business-planning components with your qualified immigration attorney.
Bookkeeping Services
Accurate bookkeeping helps you understand your company’s performance, track income and expenses, prepare reliable financial statements, and remain ready for tax filing.
Volena Tax Consulting offers customized bookkeeping packages designed around the needs of your business. Depending on your selected package, services can include:
✓ Transaction entry and categorization
✓ Bank and credit-card reconciliations
✓ General ledger maintenance
✓ Monthly profit-and-loss statements
✓ Balance sheets and other financial reports
✓ Year-end bookkeeping review and tax preparation support
You will work with a dedicated bookkeeper who keeps your records organized and provides timely monthly financial reports.
Business
Business Formation
Why Consider an LLC?
A Limited Liability Company may offer:
✓ Personal asset protection in many circumstances
✓ Flexible ownership and management
✓ Simple formation and maintenance
✓ Fewer recordkeeping requirements
✓ Multiple federal tax-classification options
Business Formation Packages:
Basic: Entity analysis, tax projections, and a comparison of your options.
Standard: Basic Package plus state registration, EIN application, registered agent services, and annual-report assistance.
Advanced: Standard Package plus Business Plan Writing and Financial Modeling.
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Business Valuation
A business valuation estimates the economic value of a company or ownership interest as of a specific date.
The result can change over time as the company, industry, and market conditions evolve.
Key factors may include:
✓ Revenue, profitability, and cash flow
✓ Assets and liabilities
✓ Industry and market conditions
✓ Future growth expectations
✓ Customer or key-person concentration
✓ Required investments and business risks
Volena Tax Consulting analyzes your company’s financial information and applies appropriate valuation methods to provide a clear, well-supported estimate.
Budgeting and Cash-Flow Management
A budget estimates your company’s revenue and expenses over a specific period. Cash-flow management tracks when money enters and leaves the business, helping you determine whether enough cash is available to meet upcoming obligations.
Volena Tax Consulting can help you:
✓ Create realistic revenue and expense budgets
✓ Develop cash-flow forecasts
✓ Identify potential cash shortages
✓ Compare actual results with the budget
✓ Monitor spending and financial performance
✓ Plan for hiring, purchases, and growth
✓ Update projections as conditions change
Budgets should evolve with your business. Regular monthly or quarterly reviews help keep your projections relevant and your financial goals on track.
Gain better control over your company’s finances with a plan built around your goals.
Business Tax Return Preparation
Business tax requirements vary based on your company’s structure, activities, and tax classification.
Volena Tax Consulting prepares accurate federal and state returns while helping you identify available deductions and remain compliant.
We prepare returns for:
✓ Sole proprietors and single-member LLCs
✓ Partnerships and multi-member LLCs
✓ C corporations
✓ S corporations
✓ Nonprofit organizations
Our services included, but not limited:
✓ Business deductions and tax credits
✓ Financial record and bookkeeping review
✓ Amended and prior-year returns
✓ Year-round tax-planning recommendations
Financial Due Diligence
Financial due diligence is a detailed review of a company’s financial records, tax returns, historical performance, and projections. It helps buyers and investors understand the business, identify potential risks, and evaluate the financial terms of a proposed transaction.
Our team will examine:
✓ Quality and sustainability of earnings
✓ Revenue, expenses, and profitability trends
✓ Cash flow and working-capital needs
✓ Assets, liabilities, and debt
✓ Potential tax and financial risks
Volena Tax Consulting provides clear financial analysis to help you better understand the target company and make a well-informed decision.
Sales Tax
Businesses that sell taxable products or services may be required to register, collect sales tax, file returns, and remit the tax to the appropriate state or local authority.
Volena Tax Consulting can assist with:
✓ Sales-tax nexus reviews
✓ State registration and permit applications
✓ Taxability and rate guidance
✓ Sales and use tax return preparation
✓ Multistate filing requirements
✓ Exemption and resale documentation
✓ Notices, late filings, and account corrections
Failing to register or file correctly may result in unpaid tax assessments, penalties, and interest. Addressing your obligations early can help reduce compliance risks.
Let Volena Tax Consulting help keep your sales-tax filings accurate, timely, and organized.
Tax Return Preparation
Tax laws are complex and constantly changing. Missing an eligible deduction or credit may cause you to pay more tax than necessary, while inaccurate reporting can result in IRS notices, interest, or penalties.
Professional tax preparation gives you confidence that your return has been carefully reviewed, accurately prepared, and filed on time.
At Volena Tax Consulting, we take the time to understand your finances and identify the tax benefits that may apply to your situation.
We can assist with tax returns involving:
✓ Wages and self-employment income
✓ Investments and capital gains
✓ Rental properties
✓ Retirement income
✓ Itemized deductions
✓ Dependents and available tax credits
✓ Multiple states
✓ Prior-year or amended returns
✓ Other complex tax situations
With Volena Tax Consulting, you receive personalized attention from experienced tax professionals committed to accuracy, compliance, and dependable service.
File accurately.
Financial Modeling
A customized spreadsheet model can show how changes in revenue, expenses, pricing, staffing, or investment may affect profitability and cash flow.
A financial model can include:
✓ Revenue and expense projections
✓ Projected income statements
✓ Balance sheets and cash-flow forecasts
✓ Break-even analysis
✓ Scenario and sensitivity analysis
✓ Key performance indicators
✓ Funding and capital requirements
Volena Tax Consulting builds clear, practical models tailored to your company, industry, goals, and available financial information. You can adjust key assumptions and compare possible outcomes before committing resources.
Individual
Tax Planning
Tax planning is a proactive, year-round approach to managing your taxes. Instead of waiting until your return is due, we help you understand how financial decisions made today may affect your future tax liability.
A personalized tax strategy may help you:
✓ Legally reduce your overall tax burden
✓ Take advantage of available deductions and credits
✓ Improve withholding and estimated tax payments
✓ Avoid unexpected tax bills and penalties
✓ Prepare for important personal or business decisions
Tax planning can be especially valuable when starting or selling a business, purchasing real estate, making investments, changing jobs, planning for retirement, or experiencing a major change in income.
With Volena Tax Consulting, you receive a practical strategy designed around your unique circumstances—not a one-size-fits-all recommendation.
Plan Today. Save Tomorrow.
ITIN Acceptance Agent Services
An Individual Taxpayer Identification Number (ITIN) is issued by the IRS to individuals who have a U.S. tax purpose but are not eligible for a Social Security number.
You may need an ITIN if you are:
✓ A nonresident or resident alien with a U.S. filing requirement
✓ The spouse or dependent of a U.S. taxpayer
✓ Claiming an applicable tax-treaty benefit
✓ A foreign student, professor, researcher, or investor
✓ Receiving certain U.S.-source income
An ITIN is used for federal tax purposes only. It does not authorize employment, change immigration status, provide Social Security benefits, or make a taxpayer eligible for the Earned Income Tax Credit.
Volena Tax Consulting will help determine whether you qualify, prepare Form W-7, review the required identification documents, and guide you through the application process.
We can also assist qualifying foreign entrepreneurs and investors with obtaining an EIN for a U.S. business.
International
International Taxes
Guidance for U.S. Taxpayers Abroad, Nonresidents, and Dual-Status Filers
Living abroad.
Volena Tax Consulting can assist with:
✓ U.S. taxpayers living abroad
✓ Nonresident alien tax returns
✓ Dual-status tax returns
✓ Substantial Presence Test analysis
✓ Tax treaty benefits
✓ Foreign income and reporting requirements
Tax treaty provisions vary by country, residency status, and type of income. We carefully evaluate your circumstances to identify applicable tax benefits while helping you remain compliant with U.S. tax laws.
IRS Liens and Levies
Unpaid tax debt may lead the IRS to take collection action. Understanding the difference between a lien and a levy is an important first step.
-> A federal tax lien is the government’s legal claim against your property when a tax debt remains unpaid. It may affect real estate transactions, financing, and other financial matters.
-> A tax levy allows the IRS to seize property or income to satisfy the debt.
This may include bank accounts, wages and commissions, retirement income,vehicles, real estate, and other property.
Volena Tax Consulting will review your notices, communicate with the IRS, explain available resolution options, and help you develop a plan to address your tax debt.
Do not ignore an IRS collection notice.
Protect Your Property and Financial Future.
IRS Payment Plans
If you cannot pay your tax balance in full, an IRS payment plan may provide a manageable way to resolve your debt.
The IRS generally offers two options:
✓ Short-Term Payment Plan: Additional time—up to 180 days—to pay the balance in full
✓ Long-Term Payment Plan: Monthly payments through an installment agreement
Interest and applicable penalties continue to accrue until the balance is paid. Long-term plans may also require a setup fee, although reduced fees or reimbursements may be available to qualifying low-income taxpayers.
Volena Tax Consulting will review your tax debt and financial situation, identify an appropriate payment option, prepare and submit your request, communicate with the IRS on your behalf.
You must generally be current with required tax filings before the IRS will approve a payment plan.
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In-Person Notary Services
Notarization helps deter fraud, but it does not confirm that a document’s contents are accurate or legally valid.
Our services can include:
✓ Acknowledgments — confirming that a signature was made willingly
✓ Jurats — witnessing a signature and administering an oath or affirmation
✓ Signature witnessing — verifying the identity of the person signing
✓ Oaths and affirmations — administering a verbal promise of truthfulness
✓ Copy certification — certifying eligible copies when permitted by law
Please bring your complete document and acceptable identification. Some documents may also require witnesses.
Individual & Business & International
IRS Audit Representation
Receiving an IRS audit notice can feel overwhelming—but you do not have to face it alone. Volena Tax Consulting helps make the audit process clear, organized, and less stressful.
Our experienced Enrolled Agents have unlimited representation rights before the IRS and can assist with:
✓ Reviewing your IRS notice and tax return
✓ Gathering supporting financial documents
✓ Communicating with the IRS on your behalf
✓ Preparing a clear response to audit questions
✓ Representing you throughout the audit process
We will review your situation, explain your options, and create a personalized plan of action.
Face your IRS audit with confidence and experienced representation.
Penalty Abatement and Removal
IRS penalties can quickly increase the amount you owe. Common penalties include:
• Failure to file a tax return (up to 25% of the net amount due).
• Failure to pay tax (up to 25% of the net amount due).
The rest we can discuss during the consultation.
Depending on your compliance history and circumstances, you may qualify for relief based on:
✓ Reasonable cause
✓ Administrative relief
✓ A statutory exception
✓ An IRS error or delay
Volena Tax Consulting will review your IRS notices, evaluate your eligibility, prepare supporting documentation, request penalty relief, and communicate with the IRS on your behalf.
If the IRS reduces or removes a penalty, the interest charged on that penalty is generally adjusted automatically.
Interest on the underlying unpaid tax usually continues until the balance is paid.
Virtual (Remote) Notarization
Online notarization allows eligible signers to meet with a Florida online notary through a secure audio-video connection.
Documents are signed electronically and completed with the notary’s digital signature and seal.
The session includes identity verification and is recorded and retained as required by Florida law.
Virtual Notary Packages
Basic: Up to three documents and one signer
Standard: Up to six documents and multiple signers
Premium: Multiple signers and unlimited documents within a one-hour appointment
Offer in Compromise
An Offer in Compromise may allow qualifying taxpayers to settle an IRS tax debt for less than the full amount owed. It may be an option when paying the debt in full is not financially possible or would create serious economic hardship.
The IRS considers your:
✓ Ability to pay
✓ Income and living expenses
✓ Assets and available equity
✓ Individual facts and circumstances
To apply, you generally must have filed all required tax returns, made required estimated tax payments, and not be in an open bankruptcy proceeding. Employers must also be current with applicable federal tax deposits.
Volena Tax Consulting can evaluate your financial situation, explain your options, prepare the required documentation, and represent you throughout the process.
ITIN Acceptance Agent Services
An Individual Taxpayer Identification Number (ITIN) is issued by the IRS to individuals who have a U.S. tax purpose but are not eligible for a Social Security number.
You may need an ITIN if you are:
✓ A nonresident or resident alien with a U.S. filing requirement
✓ The spouse or dependent of a U.S. taxpayer
✓ Claiming an applicable tax-treaty benefit
✓ A foreign student, professor, researcher, or investor
✓ Receiving certain U.S.-source income
An ITIN is used for federal tax purposes only. It does not authorize employment, change immigration status, provide Social Security benefits, or make a taxpayer eligible for the Earned Income Tax Credit.
Volena Tax Consulting will help determine whether you qualify, prepare Form W-7, review the required identification documents, and guide you through the application process.
We can also assist qualifying foreign entrepreneurs and investors with obtaining an EIN for a U.S. business.
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