What We Offer

Full-Service Financial Expertise for Your Business

From tax strategy to day-to-day bookkeeping, Sanchez LLC delivers boutique-level attention across every financial discipline your business needs.

Year-Round Strategy

Tax Preparation & Planning

Pay Less. Stay Compliant. Plan Ahead.

Tax season shouldn't be a scramble. At Sanchez LLC, we work with you year-round to build a tax strategy that minimizes your liability, keeps you fully compliant, and positions your business for long-term financial health.

Schedule a Tax Consultation
Tax Preparation & Planning

Business & Personal Tax Returns

Accurate, timely preparation for all entity types — LLCs, S-Corps, C-Corps, sole proprietors, and partnerships.

Strategic Tax Planning

Proactive planning throughout the year to identify deductions, credits, and strategies before the deadline arrives.

IRS Representation

If you receive a notice or face an audit, we stand with you — communicating directly with the IRS on your behalf.

Multi-State Tax Compliance

Operating across state lines? We handle multi-state filings and nexus analysis so you stay compliant everywhere you do business.

Sales Tax & Payroll Tax

We manage your sales tax registrations, filings, and payroll tax obligations so nothing falls through the cracks.

Tax-Efficient Business Structure

Choosing the right entity structure can save thousands. We analyze your situation and recommend the most tax-advantaged path forward.

Monthly & Quarterly

Bookkeeping & Payroll

Clean Books. Confident Decisions.

Accurate financial records are the foundation of every smart business decision. Our bookkeeping and payroll services keep your numbers clean, current, and ready — whether you need them for a loan, a tax filing, or a growth decision.

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Bookkeeping & Payroll

Monthly Bookkeeping

We reconcile your accounts, categorize transactions, and deliver clean monthly financials you can actually use.

Payroll Processing

On-time, accurate payroll for your team — including direct deposit, tax withholdings, and year-end W-2s and 1099s.

Financial Statements

Monthly or quarterly profit & loss statements, balance sheets, and cash flow reports that give you a clear picture of your business.

Accounts Payable & Receivable

We track what you owe and what you're owed, helping you manage cash flow and avoid costly oversights.

QuickBooks & Software Setup

We set up, clean up, and manage your accounting software — QuickBooks Online, Xero, and more.

Catch-Up Bookkeeping

Behind on your books? We'll get you caught up quickly and accurately, no matter how far back you need to go.

Strategic Advisory

Business Consulting & Advisory

Big-Firm Expertise. Boutique Attention.

Numbers tell a story — and we help you read it. Our consulting and advisory services go beyond accounting to help you make smarter decisions, grow strategically, and build a business that lasts.

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Business Consulting & Advisory

Business Formation & Entity Selection

Starting a business? We guide you through entity selection, registration, and setup to give your venture the strongest possible foundation.

Financial Forecasting & Budgeting

We build detailed financial models and budgets that help you plan for growth, manage cash flow, and make confident investment decisions.

Business Performance Analysis

We analyze your financials to identify what's working, what's not, and where your biggest opportunities for improvement lie.

Loan & Financing Preparation

Need a business loan or line of credit? We prepare the financial packages lenders require and help you present your business in the best light.

CFO Advisory Services

Get the strategic financial guidance of a CFO without the full-time cost. We serve as your fractional financial partner.

Exit Planning & Business Valuation

Planning to sell or transition your business? We help you understand its value and structure the exit to maximize your return.

Resolve Tax Debt

Tax Resolution & Offers in Compromise

A Clear Path Forward for Tax Debt.

Tax notices, back taxes, and mounting penalties can feel overwhelming. Sanchez LLC helps you understand the situation, communicate with the IRS or New York State, and pursue a practical resolution strategy — including offers in compromise when appropriate.

Discuss Your Tax Resolution Options
Tax Resolution & Offers in Compromise

Offers in Compromise

We assess whether an offer in compromise may be appropriate and help prepare a complete, accurate submission.

IRS & New York State Representation

We communicate with tax authorities on your behalf and help you respond to notices with clarity and confidence.

Installment Agreement Support

When paying in full is not feasible, we help evaluate installment agreement options and supporting documentation.

Penalty Abatement Requests

We review your circumstances and help pursue penalty relief when the facts support a request.

Back Tax Return Preparation

Unfiled returns can complicate resolution. We help bring required filings up to date as part of a broader plan.

Tax Notice Review

We review notices, deadlines, and balances so you understand the issue and the next step to take.

Not sure where to start?

Schedule a free consultation and we'll assess your needs and recommend the right services for your business.

Get a Free Consultation