🌟EMPOWERING YOUR FINANCIAL JOURNEY🌟
🧾 Tax Solutions & Advocacy
Whether you're catching up, cleaning up, or planning ahead — our tax services are built for real life, not just the refund.
What We Offer:
- Tax Strategy & Planning
Minimize your tax liability and maximize your credits with tailored strategies that align with your life and business goals.
- Year-Round Tax Preparation
Accurate, compliant, and timely filing for individuals, small businesses, and self-employed taxpayers — including prior year and amended returns.
- IRS & State Audit Support
Receive step-by-step support before, during, and after audits. We help you respond, prepare documentation, and protect your rights — even if you’re already under review.
- Tax Debt Relief Services
Explore payment plan options, penalty abatement, levy prevention, and more through our resolution services (Installment Agreements, Offer in Compromise, etc.).
- Financial Consults with Every Return
We don’t just file and disappear — each return includes a financial snapshot and guidance to help you build a better year ahead.
💬 Our Commitment: As your tax advocate, we stand behind your return. Our goal is to ensure you're supported, informed, and in the strongest financial position possible.
📊 Cash-Keeper Relief™
Outsourced Accounting & Bookkeeping, Reimagined.
Focus on building your empire — we’ll keep the books balanced and the cash flowing.
Whether you're a solopreneur, nonprofit, or scaling business, Cash-Keeper Relief™ is your back-office power source.
Core Services Include:
- Bank & Account Reconciliation
Ensure clean, accurate records by catching and correcting errors across financial accounts.
- Accounts Payable & Receivable Oversight
Manage your money-in and money-out with smooth systems that keep vendors paid and clients accountable.
- Financial Reporting & Compliance
Stay audit-ready and informed with monthly reports tailored to your business goals, tax deadlines, and growth metrics.
- Cash Flow Forecasting & Budgeting
Plan for what’s ahead with dynamic forecasts and strategic capital planning.
- Expense Classification & Revenue Verification
Keep every dollar properly tagged to reduce risk, improve tax prep, and track performance.
🔐 Data Security First: We use encrypted, cloud-based portals and secure remote systems to protect your financial information — giving you peace of mind and 24/7 access.
🚀 Agile Business Formation™
Form Faster. Pivot Smarter. Grow Stronger.
We help you turn your vision into a legally structured, fully operational business — whether you're launching online, opening a storefront, or starting from scratch.
Our Agile approach is built for real-world entrepreneurs who need flexibility, strategy, and support through every phase of business growth.
What’s Included:
- Business Entity Formation
Form your LLC, S-Corp, or nonprofit with ease — with state filing, name checks, and compliance support.
- EIN (Employer Identification Number)
Secure your federal EIN fast to open bank accounts, hire employees, and stay compliant.
- Operating Agreement Drafting
Get a customized, legally sound document outlining roles, rights, and internal business structure.
- Strategic Business Planning
Receive expert coaching on setting goals, structuring operations, and positioning for growth.
- Registered Agent Services
Never miss legal notices or deadlines — we act as your trusted point of contact for state and federal agencies.
- Brand & Launch Support
From email setup and domain registration to logo design, POS systems, and digital marketing — we guide your public-facing rollout.
🌐 Built for Brick-and-Mortar & Digital Ventures: Whether you're vending at pop-ups or running an e-commerce shop, we adapt to your business model and your market.
💳 Credit Restoration & Optimization
Rebuild. Reclaim. Rise.
Credit isn't just a score — it's a tool for financial freedom. We help you restore it with confidence.
Our personalized, judgment-free credit services support your full financial journey — from rebuilding after hardship to leveling up for business funding.
Services Include:
- Debt Consolidation Planning
Explore smarter ways to manage debt by combining multiple accounts into one simplified repayment strategy.
- Credit Counseling & Education
Get expert guidance on budgeting, utilization, collections, and how to bounce back from credit missteps.
- Credit Report Repair & Monitoring
Identify, dispute, and remove inaccurate or outdated information to boost your score — and stay on top of changes moving forward.
- Business Credit Building
Establish vendor relationships, net 30 accounts, and fundability pathways to separate your business credit from personal risk.
🧠 Our Approach: We don’t believe in one-size-fits-all templates. Every plan is customized to your unique credit profile — helping you unlock stronger approvals, lower rates, and long-term opportunities.
🧠 Financial Therapy & Money Healing
Where mindset meets money.
Financial stress affects more than your bank account — it can impact your confidence, your relationships, and your peace of mind. At SU&SO, we hold space for all of it.
Our Financial Therapy services blend practical strategy with emotional support, helping you break generational patterns and build empowered habits.
Who We Support:
- Singles rebuilding from setbacks or seeking clarity
- Couples navigating joint finances or preparing for marriage
- Groups & friends setting shared financial goals (trips, ventures, investments)
- Business partners clarifying roles, equity splits, and money boundaries
What We Offer:
- Financial Literacy Coaching
Understand credit, investing, crypto, and budgeting in real-world language — no shame, no jargon.
- Couples & Conflict Resolution Sessions
Address communication issues, income imbalance, or differing money beliefs in a safe, guided environment.
- Crypto & Digital Finance Exploration
Learn the basics of Bitcoin, decentralized finance (DeFi), and digital wallets with culturally relevant coaching.
- Partnership Agreements & Planning
Define expectations, ownership, and financial duties in business relationships before conflicts arise.
💬 It’s Not Just About the Numbers: We focus on emotional clarity, goal alignment, and long-term peace — because healthy finances are deeply personal, generational, and spiritual.
🏛️ C‑Suite Cashflow Center™
A premium tier of our Cash-Keeper Relief™ program, built for companies generating $1M–$10M annually.
Executive-Level Support Includes:
- Controller-grade oversight & multiple-account reconciliation
- Multi-state tax compliance
- Departmental financials & job costing
- Strategic advisory sessions with financial KPIs
- Custom dashboards for real-time executive decision-making
Let us manage the numbers so your team can scale with clarity and confidence.
🖋️ Notary Services
Ensure the authenticity of your documents with our specialized notary services:
- Loan Documents: Facilitate mortgage closings with accurate notarization.
- Identity Verification: Confirm identities to prevent fraud.
- Document Signing: Ensure all required documents are signed and notarized properly.
We assist lenders and title companies in completing the loan process smoothly..