Accounting & Bookkeeping
Transaction review, reconciliations, general-ledger support, financial statement preparation, and cleanup designed to produce timely, dependable financial information.
Accounting · Tax · Data · Advisory
Turn scattered records into clear, compliant action.
Intelligent Business Services (IBS) combines accounting, tax knowledge, computer skills, and data analysis to organize financial information, complete required forms and returns, address filing gaps, and support better business decisions.
- Minnesota-based
- QuickBooks & ProSeries
- IRS transcript analysis
- Compliance-first approach
Foundational services to complex advisory—with the client always at the center.
Where most clients start
Which of these sounds like you?
Pick the situation closest to yours. Each one starts with the same step: a short, confidential intake so we can see what you’re dealing with.
IRS or state notice
“I got a letter and I’m not sure what it means.”
We review the notice and your account transcripts, confirm what is actually owed or missing, and lay out the response options before the deadline passes.
Start with the notice → Unfiled returns“I’m behind on filing.”
We identify the missing years, rebuild the numbers from bank records and IRS data, and prepare eligible returns so you can get current — the step that comes before most payment options.
Get current → Bookkeeping“My books are a mess.”
QuickBooks cleanup, reconciliations, and a monthly routine so your numbers are ready when a lender, the IRS, or tax season asks for them.
Clean up the books → Planning & CFO“I want to plan instead of react.”
Year-round tax planning, cash-flow forecasts, and management reporting so decisions are based on current numbers, not last year’s return.
Plan ahead →Integrated financial services
Accounting, tax, and advisory support in one relationship.
Services are tailored to each client’s facts, filing requirements, financial priorities, and agreed scope.
Tax Preparation & Compliance
Preparation support for eligible individual and business federal and state income tax filings, with organized documentation and attention to applicable filing requirements.
Proactive Tax Planning
Year-round analysis of timing, entity, compensation, deduction, credit, and estimated-tax considerations based on current facts and applicable rules.
Tax Resolution Support
A compliance-first process using IRS account information and Tax Help Software transcript-analysis tools to identify missing returns, payment history, account issues, and resolution prerequisites before evaluating available collection alternatives. Representation is offered only when authorized.
Payroll & Business Tax Support
Guidance on payroll reporting, reasonable-compensation considerations, information returns, and coordination of related business tax obligations.
Fractional CFO Advisory
Budgets, rolling forecasts, cash-flow planning, management reporting, KPI development, and executive-level decision support scaled to the business.
Business Formation & Growth
Financial and tax considerations for new and growing businesses, including entity-selection discussions coordinated with legal counsel where appropriate.
Capital & Transaction Readiness
Financial preparation for lender, investor, due-diligence, or transaction conversations, including models, reporting improvements, and documentation organization.
Data Analysis & Form Support
Compilation and analysis of information from bank statements, accounting systems, payroll records, prior filings, and other source documents to support accurate forms, returns, and compliance work.
Prior-Year & Back-Tax Returns
Help identifying missing filing years, reconstructing the financial data needed for delinquent returns, preparing eligible prior-year filings, and establishing filing compliance before pursuing an offer, payment plan, or other appropriate resolution.
QuickBooks, ProSeries & Tax Help Software
Practical use of QuickBooks to organize accounting data, ProSeries to prepare eligible returns, and Tax Help Software to request and analyze authorized IRS transcripts, monitor account information, and support tax-resolution case preparation.
Professional Coordination
Coordination with the client’s attorneys, payroll providers, lenders, bookkeepers, and other approved specialists so responsibilities, documents, and deadlines remain aligned.
Compliance comes before resolution.
Before many IRS collection alternatives can be considered, required tax returns must be filed and current payment obligations must be addressed. For an Offer in Compromise, this generally includes all legally required returns, required current-year estimated tax payments, and—when the taxpayer has employees—required federal tax deposits. IBS uses authorized records, IRS transcripts, data analysis, and professional tax software to help establish compliance before evaluating the resolution path supported by the client’s facts.
Tax resolution case development
A defensible case begins with verified account facts.
IBS builds the working case in a disciplined sequence so the requested resolution is supported by filing history, transcript data, financial documentation, and the client’s actual ability to comply.
Authorization & Secure Access
Determine the appropriate information authorization or power-of-attorney process for the agreed engagement, then obtain account information through authorized IRS channels.
Transcript & Account Analysis
Review return, account, and wage-and-income information to identify filing gaps, balances, payments, penalties, collection activity, examinations, and other issues requiring follow-up.
Compliance Reconstruction
Compile available bank, payroll, bookkeeping, information-return, and prior-filing data; identify missing records; and prepare eligible delinquent returns needed to establish filing compliance.
Financial Case File
Organize income, allowable living or business expenses, assets, liabilities, and supporting documents into a consistent working file for the applicable collection analysis and forms.
Resolution Screening
Compare the facts with potentially available paths, which may include full payment, an installment agreement, penalty-relief review, currently-not-collectible consideration, or an Offer in Compromise.
Submission & Coordination
Prepare the agreed package, track outstanding items and deadlines, and coordinate with the client and appropriately authorized professionals through completion.
What the client receives
A clear compliance status, a list of missing returns and records, an organized financial case file, an explanation of realistic resolution paths, required-document guidance, and a sequenced action plan. No outcome is guaranteed; eligibility and acceptance depend on the taxing authority’s rules and the client’s verified facts.
Technology-enabled compliance
Finding the usable story inside incomplete financial data.
Compliance work often begins with records that are incomplete, inconsistent, or spread across multiple systems. IBS applies computer proficiency and analytical review to assemble the available evidence, identify missing information, reconcile differences, and create an organized working file for the required return, form, notice response, or business decision.
01 · Collect
Gather statements, ledgers, payroll reports, prior returns, notices, and supporting documents.
02 · Reconstruct
Compile and classify transactions, identify gaps, and document reasonable follow-up items.
03 · Reconcile
Compare source records, accounting data, and tax information for consistency.
04 · Complete
Prepare the agreed forms or returns and coordinate remaining items with approved professionals.
The IBS approach
Practical guidance backed by organized data.
We begin with the filing obligation, notice, or business decision in front of the client, then determine what information is available, what is missing, and what must be completed next.
01 · Discover
Clarify goals, deadlines, filing history, notices, stakeholders, and immediate concerns.
02 · Diagnose
Review records, systems, processes, risks, and information gaps.
03 · Prioritize
Create a focused work plan with defined documents, responsibilities, and milestones.
04 · Complete
Prepare the agreed work and coordinate unresolved items with the appropriate professionals.
Fit assessment
Where should your engagement start?
Select your situation and most important objective to see a suggested starting point. This tool is informational and does not estimate fees or promise outcomes.
Frequently asked questions
Straight answers to common questions.
I received a notice from the IRS or the Minnesota Department of Revenue. What should I do first?
Don’t ignore it. Note the response deadline and the notice number (usually printed in the top or bottom corner), and keep the envelope. Many notices have short deadlines that affect your options. Send us the notice type and date through the consultation form and we’ll tell you what information is needed next.
I haven’t filed in several years. Where do I start?
Start by finding out which years the tax agency expects. IRS wage-and-income transcripts show the income reported under your name, which helps identify missing years and rebuild the numbers. For most payment plans or an Offer in Compromise, required returns must be filed first — so getting current is usually step one.
What if my records are incomplete or missing?
That’s common. Bank and card statements, payroll reports, 1099s and W-2s, prior returns, and IRS transcripts can often be used to reconstruct income and expenses. We document what was used and what still needs follow-up.
Can IBS represent me before the IRS?
Representation before the IRS is limited to individuals who are authorized to practice. At the start of an engagement, IBS will tell you whether your matter needs an authorized representative and coordinate with one when it does.
Which software do you use?
QuickBooks for accounting records, ProSeries for eligible tax returns, and Tax Help Software to request and analyze authorized IRS transcripts.
What areas do you serve?
IBS serves small and closely held businesses and their owners in Blaine, Anoka County, the Twin Cities, and communities throughout Minnesota.
Confidential consultation
Start with the financial or tax issue in front of you.
Tell us what you need to accomplish, what deadlines or notices are involved, and where greater financial clarity would help. We’ll determine whether IBS is the right fit.
Prefer email? Write to info@a1ibs.com. Please don’t send Social Security numbers or full tax returns by email.
Services depend on the agreed scope and the client’s facts. IBS does not guarantee tax savings, penalty relief, financing, valuation increases, transaction outcomes, or investment returns. Legal, investment, attest, and other regulated services are provided only when separately authorized and appropriately licensed.