Tax Audits & Reviews 

Tax Audits and Reviews can come from a variety of different agencies to include the IRS, State Taxing Agencies, Sales Tax Authorities, Payroll Tax Authorities, etc.  As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases. 

 

We'll begin by reviewing the notice or letter you received in the mail along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action.

Business Consulting 

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.

 

Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

Tax Preparation & Planning 

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent.

 

By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Collection Resolution

Collection Resolution is a means to satisfy both the government and the individual or corporation in a debt collection case.  A collection resolution case requires collecting data for the government as requested but also to get the facts straight.  There are various tax resolution options available, which we'll discuss to figure out which one is the right solution for your case.  The government may issue a notice to lien, levy or seizure of assets and cash.  The government can issue these notices to last up to 10 years or more depending on actions that may extend the collection. 

 

As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.  To start the resolution process, we'll review your notice or letter along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action.

Back Taxes 

Back Taxes are tax returns that have not been filed and need to be brought current.  Back taxes can occur to many clients due to various reasons such as medical, financial, out of the country, or plain scared to file.  Although it can be scary and stressful to begin the process of filing back taxes it is the number one step to getting you out of "trouble".  The first step the government requires you to do is to file your tax returns.  The second step would be to pay if there is an amount due. 


There are various payment methods that can be set up if you owe more than you can handle at once.  However, you want to continue down the right path so that the authorities don't come knocking and demanding payment in full.  If you have back taxes and you are due a refund then you may not be entitled to that refund if it's been longer than 3 years of the tax due date.  Don't hesitate to reach out whether you feel the need to file and lower your stress or you've begun to receive notices from the government. 

 

We will be happy to steer you in the right direction so that it doesn't feel so daunting.  As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.  To start the process of getting your taxes up-to-date, we'll review your notice or letter along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.  

 

As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.  To start the representation process, we'll review your notice or letter along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action.

Penalty Abatement

A Penalty Abatement is when the government grants a waiver of a penalty due to previous history of good standing, medical reasons or other circumstances.  This can significantly bring down your tax liability and how much you may need to pay.

 

As Enrolled Agents, we are experienced in communicating with the IRS Office of Appeals and the Penalty Appeals Service Coordinator.  We have been very successful in getting penalty abatement's granted.  After pulling your initial tax analysis we will be able to determine if you may be eligible for the abatement.

Offer In Compromise

An Offer In Compromise is a payment option that the IRS offers to individuals and businesses that owe an insurmountable amount of tax debt.  Although this sounds like a very good option, it has very strict rules surrounding the eligibility of this payment option.  The IRS personnel will likely reject or modify the offer if it's not submitted using their financial statement guidelines.  

 

As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.  To start the Offer In Compromise process, we'll review your notice or letter along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action.

 
 
 
 
 
 
 
 

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