In Just 90 Days, We Turn Financial Chaos into a Strategic Profit Machine—So You Can Focus on Growth, Not Spreadsheets
Clarity, confidence, and a CPA-led plan for business owners, high-earning families, fiduciaries, and beneficiaries seeking control of their finances, taxes, and legacy.
Facing IRS pressure, tax debt, or unfiled returns? We help there too—with strategy, defense, and peace of mind.
Clarity, Confidence, and a Plan — All Starting With a Short Questionnaire and a 30-Minute Discovery Chat
Which Path Describes You Best?
Whether you're an entrepreneur scaling fast, a family preserving generational wealth, or facing IRS pressure—Corridor Consulting offers expert guidance tailored to your journey.
Business Growth & Clarity
CPA-led strategy that connects your finances, operations, and tax planning—so you can scale profitably, lead with confidence, and make better decisions daily. We build the financial systems that power real business growth.
Ideal for growth-focused entrepreneurs earning $500K–$7.5M+ looking to clean up their books, reduce taxes, and scale strategically.
Tax Protection & Resolution
We don’t just resolve audits, tax debt, or missing filings—we restore your peace of mind. With expert IRS representation and proactive planning, we help you regain control, avoid costly mistakes, and prevent future problems.
Perfect for business owners and individuals navigating complex IRS issues, back taxes, or audit risks.
Legacy & Wealth
We partner with families, trustees, and business owners to manage estate, succession, and trust planning with tax-optimized clarity. Our goal? To protect your wealth, honour your legacy, and ensure seamless long-term execution.
Built for families, fiduciaries, and entrepreneurs navigating generational wealth transfer and complex estate matters.
If you chose the path of Business Growth & Clarity, here's what’s usually holding companies back...
Even Successful Businesses Lose Money to Financial Complexity—We Fix That
- Disconnected systems waste time and hide real profit drivers
- Tax planning happens too late—missing strategic savings
- Advisors give conflicting advice, creating more confusion
- Business growth outpaces your financial infrastructure
- Legacy planning gets ignored—until it’s too late
If you’re growing fast, complexity isn’t a fluke—it’s a forecast. Let’s get ahead of it.
We Help Entrepreneurs Turn Complexity into Clarity, and Profit into Legacy
At Corridor Consulting, we partner with growth-focused entrepreneurs to eliminate financial chaos, reduce tax exposure, and build the financial systems their business deserves.
Our founder, James C. Yochum, CPA, built this firm after seeing firsthand how even thriving businesses were bleeding opportunity—through disorganized books, reactive tax prep, and disconnected advice.
With a background in both accounting and business administration, James created something different: a holistic CPA system that transforms your business from the inside out—and stays with you as you grow.
Because your books shouldn’t just be in order—they should be building your future.
Our Proven Process: From Cleanup to Strategic Growth
- Clean Up & Clarify
- We reconcile your books, clean your systems, and get you fully IRS-compliant. This lays the foundation for better decisions and bigger savings.
- Review, Reduce & Reclaim
- We analyze up to three years of tax returns for missed opportunities, amend where appropriate, and build a forward-facing tax strategy to reclaim what’s rightfully yours.
- Align & Advance
- We integrate advanced tax planning, business systems, and legacy strategy—so your business not only scales today, but supports your long-term vision for family and wealth.
How Our Approach Is Different:
Your First 90 Days with Corridor Consulting: Pathway to Prosperity™
We go beyond compliance—integrating tax, finance, and business strategy, staying with you and your family at every stage—so your business becomes the engine for freedom now and legacy later.
Day 0
Strategy & Setup
We Set the Stage for a Clean, Strategic Partnership
- What we do:
- Kick off with clear communication protocols & response timelines
- Gather tax returns, bank statements, and QBO/payroll/POS access
- Execute IRS Information Authorization (so we handle notices, not you)
- Map your chart of accounts and draft the cleanup plan
- What you get:
- A single point of contact & onboarding checklist
- Clarity on expectations, deliverables, and our first cleanup milestone
- Peace of mind knowing we’ve taken the reins
Days 1-45
Cleanup & Compliance
We Clean Up the Past to Prepare for Growth
- What we do:
- Reconcile bank/credit accounts & repair your chart of accounts
- Review past tax filings to surface risks and missed deductions
- Install foundational systems: payroll sync, bill pay, bank rules, receipt capture
- Build your first 13-week cash forecast
- What you get:
- Clean, reliable financials through last month
- Compliance issues identified and resolved
- Repeatable workflows that reduce stress and save hours weekly
Day 45
Financial Clarity Review
We Turn Numbers Into Strategy
- What we do:
- Present clear, accurate P&L, Balance Sheet & Cash Flow (line-by-line)
- Deliver a current-year tax projection & reveal long-term legal tax savings strategies
- Conduct a margin/pricing review based on unit economics
- Define your KPIs, reporting rhythm, and next 90-day roadmap
- What you get:
- True confidence in the numbers driving your business
- Clear insight into profitability, pricing, and tax exposure
- A financial action plan built around your goals
Days 45-90+
Systems & Strategy Implementation
We Shift From Setup to Strategic Partnership
- What we do:
- Close each month by the 25th with financials + KPI scorecard
- Maintain rolling 13-week cash forecast and scenario testing
- Implement pricing and margin changes across channels
- Launch your PACE™ cadence: Produce, Attract, Care, Enhance
- File all necessary tax returns and keep compliance in check
- What you get:
- On-time monthly reporting that fuels strategic decisions
- Full visibility into cash, profitability, and risks
- A proactive rhythm that sets the pace for sustainable growth
What You'll Actually Gain (That Your Old CPA Never Delivered)
Forget just clean books. We give you back time, control, confidence, and a roadmap to build real wealth—with systems that run smoother than your espresso machine.
Why Strategic Accounting Is an Investment—and Cheap Insurance—for Your Future Success
We understand the instinct to cut costs—especially when cash feels tight.
But short-sighted or DIY bookkeeping and tax prep doesn’t just save money—it quietly steals opportunity.
Missed deductions. Surprise tax bills. Financial blind spots that don’t show up right away. They build silently—until you’re forced to make high-stakes decisions with incomplete data and zero confidence in your numbers.
Here’s what most business owners don’t realize:
The IRS doesn’t just review your tax return—they trace everything back to your books.
They’re looking for reconciled accounts, clear audit trails, and documentation to support every dollar. If your books are messy, inconsistent, done by someone unqualified—or worse, DIY—so is your defense.
And here’s the part that surprises many: While both you and your preparer sign the return under penalties of perjury, the IRS holds you personally accountable. Because you sign the return, you bear primary responsibility for what’s filed.
A preparer may face penalties too—but that doesn’t eliminate your liability. That’s why, as a licensed CPA firm, we don’t just prepare tax returns. We take a comprehensive, strategic view of your business to protect you, your company, and your family’s legacy.
We stand behind our work. We defend our strategies. And if the IRS comes knocking—you’re not alone.
Yet time and again, we meet business owners coming from firms that take no accountability. They plug in your numbers, file your return, and leave you holding the bag if something goes wrong.
And it’s not just the IRS watching.
Lenders. Investors. Potential partners. They all judge the credibility of your business by the quality of your financials.
When your books are clean, reconciled, and CPA-reviewed, it sends a powerful message: You’re not just hustling—you’re running a real, scalable, investable business.
What’s the Real ROI of CPA-Led Bookkeeping & Financial Accounting?
Most business owners think of bookkeeping as a necessary evil—just another task to stay compliant.
But when it’s led by a CPA‑team, monthly accounting becomes a strategic system—one that empowers CEOs to lead with data, not gut instincts.
We don’t just “close your books.”
- We build monthly reporting that provides:
- Clean, reconciled financials
- Reliable Profit & Loss statements
- Rolling 13-week cash-flow forecasts
- Customized KPIs aligned with your goals
- Dashboards to monitor margins, expenses, and revenue drivers
Why does this matter?
Because without clear, current numbers, you can’t make confident decisions. Hiring. Expanding. Pricing. Launching. Delegating. All of it relies on knowing your numbers—and trusting them.
We’ve seen it time and again: Clients who thought they were “saving” by DIYing their books were actually losing tens of thousands in missed insights, wrong decisions, and delayed growth moves.
With our service, you get more than bookkeeping: you get decision‑ready intelligence that supports growth, protects cash flow, and increases your readiness for expansion.
What’s the ROI of Strategic Tax Planning?
Tax prep is like getting a report card — you find out your score when it’s too late to change it.
But tax strategy? That’s like working with a tutor all year to ensure top marks before the final exam.
As a CPA firm, we don’t just suggest strategies and walk away.
We design, implement, document, and defend our plans — and because we handle your monthly accounting, we spot and act on tax-saving opportunities in real time.
- Our integrated approach helps you:
- Adjust compensation or draws to reduce tax exposure
- Capture deductions before they expire
- Time income and expenses for max efficiency
- Restructure entities for long-term savings
- Support legacy and charitable planning with solid documentation
We don’t gamble with your future — we use math.
A $5K tax plan can yield $15K+ in tax savings. That’s not a risk — that’s a 3X ROI with audit protection baked in.
And when the IRS comes calling? You’re not alone.
We stand behind every return we file and every strategy we implement — with full audit defense, built-in.
Legacy & Wealth Strategy: Built On a Unified CPA Framework
True wealth isn’t built by accident.
It takes strategy, structure — and alignment across every piece of your financial life.
Most business owners and families miss out on major opportunities because their advisors operate in silos. Their CPA handles the taxes. Their attorney drafts the estate plan. Their financial advisor manages investments.
No one sees the full picture. No one leads the integration.
That’s where we come in.
At Corridor Consulting, we unify tax, accounting, and legacy planning — across all entities and generations.
- We align your personal and business returns with your estate plan
- We coordinate with your attorney to ensure every strategy is tax-optimized
- We handle tax prep for your spouse, children, trusts, and foundations - all under one roof
- And we help you shift wealth tax efficiently across generations - legally, efficiently, and with full documentation
Legacy planning isn’t just a list of wishes. It’s a strategic execution — and it only works when one trusted firm can see and manage the full landscape.
You’ve worked hard to build something that lasts.
We make sure it’s protected, preserved, and transferred the right way.
Very few firms combine tax, estate, and accounting under one roof. We do—and it’s what makes true legacy planning possible.
Freedom to Lead Your Business
Step out of the QuickBooks weeds and back into your CEO role. With your accounting handled, you can lead with vision—not stress—and focus on growth, team, and strategy.
Peace of Mind Guaranteed
No more financial fog. With clean systems and proactive tax strategy, your family is protected from surprises—and you sleep better knowing everything’s under control.
Growth Without the Grind
You don’t have to choose between scaling and sanity. We install systems that help you grow without burning out—or drowning in admin.
More Profit, Less Paperwork
Our strategies routinely uncover $20K–$100K+ in annual savings. We help you keep more of what you earn and reduce the back-office burden that holds most businesses back.
Your Time Back, Guaranteed
Buy back your time. Our systems free up 10+ hours a week so you can be fully present—for your family, your clients, and yourself.
Clarity, Confidence, and a Plan — All Starting With a Short Questionnaire and a 30-Minute Discovery Chat
Whether you’re untangling financial confusion or simply ready for sharper strategy—this is your first step toward clarity, confidence, and control.
We’ll uncover what’s working, what’s not, and where you want to go—then map a path to clarity and control. No pressure. No pitch. Just strategic insight.
Who This Discovery Chat Is For
- You’re earning $250K–$7.5M+ as a business owner, executive, fiduciary, or beneficiary — and you’re seeking clarity and confidence around your finances, taxes, or your family’s legacy.
- Entrepreneurs and startup founders building their first financial foundation — and committed to scaling past $500K+ in annual revenue.
- You suspect your books or taxes are costing you money (and peace of mind).
- You’re ready for a CPA partner who brings clarity—not confusion—for you and your team.
- You’re done with guessing, Googling, and gut-checking your business finances
- You want to understand your numbers, not just survive tax season
- You’re tired of reactive accounting and ready to lead with strategy
- You know there’s money being left on the table—but you’re not sure where
- You want a financial system that fuels clarity, confidence, and real growth
- You’re ready to make decisions backed by data—not stress or fear
This Discovery Chat Isn't Right For You If...
- You want someone to file your taxes—but not explain your numbers.
- You prefer to DIY indefinitely—even if it’s costing you peace of mind, time, or growth.
- You’re prioritizing the cheapest possible tax prep or bookkeeping, without regard for accuracy, strategy, or long-term risks.
- You’re not ready to invest in the systems that support long-term clarity, profit, and growth.
- You’re chasing aggressive tax schemes from strategists who won’t stand behind their work—or represent you if the IRS comes calling.
- You’re looking for a low-touch, transactional CPA—not a proactive, strategic partner.
- You’re unwilling to share full access to your financial picture—books, tax returns, or strategy goals.
Your 3-Step Roadmap From Financial Chaos To Strategic Clarity
Step 1: Share Your Vision (Today)
Your Discovery Chat is a 30-minute conversation to unpack what’s happening, what’s missing, and where you want to go.
Step 2: Strategic Planning & Solution Design (If We’re a Fit)
Once you’re on board, we analyze your tax filings, books, and business structure to uncover risks, reclaim missed savings, and build your custom roadmap.
Step 3: Implementation & Partnership (Your 90-Day Transformation Begins)
From cleanup to clarity, strategy sessions to tax reduction—we walk beside you to build the systems and confidence your business has always needed.
To reserve your Discovery Chat, please complete our short intake questionnaire. This helps us understand your goals, match you with the right CPA, and prepare to serve you at the highest level.
Discovery Chats are available in-person, via Google Meet, or by phone.
If you reach out by phone or email, our team will kindly direct you hereto fill out the Questionnaire first—so we can serve you efficiently and effectively.
Frequently Asked Questions About Tax, Accounting, and Wealth Strategy
Building a Strong Business Foundation
Every successful business needs a solid financial framework. Our strategic approach helps you:
- Build efficient financial systems
- Optimize tax strategies to minimize liability
- Create a scalable, sustainable growth plan
I'm only looking for tax preparation - should we work together?
While we can begin our relationship with tax preparation, our most successful clients benefit from our complete business approach. Starting with tax prep gives us valuable insights into your business that we can use to identify opportunities for systemization, tax savings, and profit improvement. Think of tax preparation as the first step in transforming your business operations.
How do tax planning and preparation work together in your system?
Tax Planning is a proactive approach to managing your tax situation. It involves strategizing and implementing a tailored plan through a series of consultations and deliverables to ensure you maximize tax efficiency and address every aspect of your tax situation.
Tax Preparation, on the other hand, is the compliance portion of the process. This involves gathering necessary documents, preparing your tax returns, and filing them with federal and state agencies to ensure full compliance with tax laws.
Our approach combines both: we handle compliance while implementing year-round strategies that reduce taxes and improve business performance. This integrated approach typically saves our clients $30,000+ annually while building more efficient operations.
How does your tax savings approach differ from traditional CPAs?
Rather than just finding deductions, we analyze your entire business structure and operations. This comprehensive approach often uncovers opportunities in entity structure, compensation strategy, and operational efficiency that basic deduction hunting misses. Our new clients typically realize $13,000+ in tax savings through optimized entity structures alone.
What makes your accounting services different?
We don’t just record transactions – we build systems that give you better business intelligence. Our accounting services are designed to reduce your time investment while providing insights that drive better decisions. This includes custom dashboards, automated workflows, and regular strategy sessions to interpret your numbers.
How do you work with businesses that have in-house bookkeepers?
We frequently partner with in-house teams, providing strategic oversight and tax expertise while your staff handles day-to-day operations. This collaboration ensures your internal team maintains books in alignment with tax strategy while maximizing efficiency. As your business grows, we can also provide fractional CFO services to guide overall financial strategy.
What's the first step in working together?
We begin with a comprehensive Discovery Chat. This session provides a clear roadmap for implementing our solutions and typically identifies immediate tax saving opportunities. From there, we create a custom implementation plan based on your specific needs and goals.
Protecting Your Business & Financial Success
As your business grows and becomes more valuable, protection is essential. Without proper planning, tax challenges and financial inefficiencies can threaten even the most successful businesses. We provide:
- Proactive tax planning & compliance to safeguard your assets
- IRS & state tax resolution services to handle any tax challenges
- Risk management strategies to prevent financial disruptions
What are your current rates for tax resolution services?
Our tax resolution services are priced based on the complexity of your situation. Unlike many tax resolution companies, we take a different approach:
- We start with a Strategy Session to thoroughly understand your tax challenges
- We then obtain Power of Attorney to access your IRS records and investigate your options
- Only after we’re confident we can help, do we provide a firm quote for resolution services
This measured approach sets us apart from non-CPA tax resolution companies that often demand large upfront payments while promising unrealistic “pennies on the dollar” settlements. We prioritize transparency and only take on cases where we believe we can achieve meaningful results.
Most importantly, we’re your existing CPA firm, not just a resolution company. This means we not only solve immediate tax issues but also implement systems to prevent future problems – protecting the business we’ve helped you build.
What should I do if I receive an IRS notice?
Don’t ignore it! Reach out to us immediately. We can help review the notice, explain its implications, and recommend the best course of action. Ignoring the notice is the worst thing you can do, but contacting the IRS directly without a professional’s analysis can also lead to unintended consequences. Let us guide you through the process to ensure the best possible outcome.
What should I do if my payroll taxes are overdue?
Payroll taxes are a priority for the IRS, and penalties can be severe. We can help you set up a payment plan and work toward compliance.
Can the IRS really take my assets or garnish my wages?
Yes, if you owe back taxes and fail to address them, the IRS can issue liens, levies, or wage garnishments. Resolving your tax issues promptly can prevent or stop such actions.
Can the IRS shut down my business?
Yes, the IRS can seize business assets to satisfy unpaid taxes. It’s critical to act quickly to resolve issues before they escalate.
Can the IRS contact my vendors and request documents about my business?
Yes, the IRS can issue a summons to your vendors or other third parties, such as suppliers or clients, to obtain records related to your business. These documents might include invoices, payment histories, or contracts. This typically happens when the IRS is trying to verify your income, expenses, or assets to determine your tax liability or to collect unpaid taxes.
If you’re worried about the IRS involving your vendors, it’s important to act quickly. Resolving your tax issues proactively can prevent these escalations. Our firm can help you address IRS concerns, protect your business relationships, and find a resolution to your tax challenges.
Can the IRS require my customers to pay them before me or my business?
Yes, the IRS can issue a Notice of Levy to your customers or clients, requiring them to pay the IRS directly instead of paying you or your business. This is a common enforcement action taken when a business has unpaid tax liabilities, particularly payroll taxes or other significant debts.
I've been told I can settle my tax debt for pennies on the dollar is this true?
The idea of settling tax debt for “pennies on the dollar” is a common claim, but it’s important to approach such promises with caution. While the IRS does offer programs like the Offer in Compromise (OIC) to settle tax debt for less than the full amount owed, these agreements are highly conditional and require strict qualifications.
For an OIC to be accepted, the IRS must determine that:
- You are unable to pay the full amount owed within the collection period, even through a payment plan.
- Your offer represents the most the IRS believes they can collect based on your income, assets, and financial circumstances.
Evaluating whether an OIC is a viable option requires a lengthy process of gathering and reviewing all your financial information, including income, expenses, and assets. While the fees charged by many tax resolution companies may be fair for the work involved in preparing the OIC, what is not fair is submitting an application that clearly doesn’t meet the IRS’s outlined requirements—something many companies do knowingly. This often leaves taxpayers in the same financial position, minus thousands of dollars in fees, with a rejected OIC and no viable resolution.
At Corridor Consulting, we take a realistic and ethical approach to tax resolution.
- We start with a Strategy Session to gain a thorough understanding of your tax challenges.
- From there, we proceed with a full investigation by obtaining a Power of Attorney for tax purposes, allowing us to access your IRS records and determine the best resolution strategy for your situation.
- We only proceed if, in our professional opinion, a viable solution exists.
This measured approach sets us apart from unregulated, non-CPA tax resolution companies that prioritize collecting fees over providing genuine solutions. Our goal is to deliver resolutions that truly work for your circumstances, whether that involves an OIC, a payment plan, penalty abatement, or another IRS program.
At Corridor Consulting, we prioritize transparency, honesty, and effective solutions tailored to your needs.
Will you contact the IRS on my behalf?
Yes, as your authorized representative, we can communicate directly with the IRS to resolve your issues, allowing you to focus on your life or business. Once you have an assigned Power of Attorney, you can simply tell them to talk to your representative if they contact you.
Can penalties and interest be removed from my tax bill?
In some cases, yes. If you can demonstrate reasonable cause or prove the penalties were assessed in error, we can request abatement on your behalf.
I haven’t filed taxes in several years. What should I do?
Contact us immediately. We can help reconstruct your income, file missing returns, and negotiate with the IRS and state taxing agencies to minimize penalties and interest. In some cases we maybe able to completely remove penalties and interest through voluntary disclosure processes.
What happens if I can’t pay my taxes in full?
The IRS offers options like installment agreements, currently not collectible status, and offers in compromise. We can help you explore these options and find the best fit.
Securing Your Business Legacy & Wealth
Building and protecting your business success naturally leads to thinking about its long-term future. While your attorney handles the legal aspects of succession & estate planning, our role is to analyze and optimize the tax implications of various strategies, and implement ongoing accounting & tax preparation services to carry out the plan.
What is your role in estate planning?
As tax advisors, we work alongside your estate planning attorney to analyze the tax implications of various planning strategies. We don’t draft legal documents or provide legal advice – our focus is exclusively on understanding and optimizing the tax consequences of your estate plan.
How do you help minimize estate tax liability?
We analyze different estate planning structures your attorney might recommend and provide detailed tax projections for each option. This helps your legal team make informed decisions about which strategies best minimize your estate tax exposure while meeting your planning goals.
How do you assist with charitable giving strategies?
We evaluate the tax implications of various charitable giving approaches your attorney might suggest, including charitable trusts and foundations. Our analysis helps you understand the tax benefits of different charitable strategies while your attorney handles the legal implementation.
What's your approach to analyzing trust structures?
When your attorney recommends specific trusts (like insurance trusts, revocable living trusts, or generation-skipping trusts), we provide comprehensive tax analysis of each option. This includes projecting tax consequences and identifying potential tax savings opportunities within the proposed structures.
How do you coordinate with our estate planning attorney?
We serve as your dedicated tax advisors, working closely with your legal team to provide tax insights that inform their planning decisions. We supply detailed tax analysis, projections, and recommendations while your attorney handles all legal aspects of the estate plan.
Do you help with family wealth transfer strategies?
Yes, we analyze the tax efficiency of various wealth transfer strategies your attorney might propose. This includes evaluating gift tax implications, generation-skipping transfer tax considerations, and overall tax impact on both transferors and beneficiaries.