Accounting and Tax Solutions for Complex Needs

It depends on what's actually wrong. Reviewing one notice or one return is a small job. Representing you in an audit, building an Offer in Compromise, cleaning up several unfiled years, or getting a levy released takes far more time. Before you sign anything, ask what's included: how many tax years, which forms, whether IRS calls and follow up correspondence are covered, and what happens if the IRS asks for more documents. A clear scope protects both sides.

An Enrolled Agent is licensed by the U.S. Treasury to represent taxpayers before the IRS. The license carries unlimited practice rights, so an EA can handle any kind of tax matter, for any taxpayer, in all 50 states. In practice that means preparing returns, planning, and once you sign Form 2848, speaking with revenue officers, auditors and Appeals on your behalf so you don't have to.

Yes. The first job is confirming the real number: we pull your IRS transcripts, check for missing returns, and separate tax from penalties and interest. Then we look at your income, expenses and assets. From there the options usually include an installment agreement, an Offer in Compromise, penalty relief, or Currently Not Collectible status. Which one fits is set by IRS rules and your actual finances, not by what sounds best.

Yes, once the IRS has sent the required notices, including the final notice of intent to levy. A bank levy freezes what's in the account on the day it hits. A wage garnishment keeps taking a share of every paycheck until the debt is paid or the levy is released. Moving fast matters, because a release usually depends on getting into a payment plan or proving hardship, and we can start that conversation with the IRS right away.

Penalties keep growing, and most relief options stay closed until you're current on filing. The IRS may also prepare a substitute return for you using only the income it knows about, with none of your deductions or expenses. That number is almost always too high. Filing accurate returns for the missing years is normally where a resolution starts.

Sometimes. An Offer in Compromise lets some taxpayers settle for less than the full balance, but the IRS only accepts it when the numbers show it can't reasonably collect more. It looks at income, living expenses, equity in assets and future earning potential, and you must be current on filings. We run those numbers first, so you know if an offer is realistic before paying the application fee.

Often, yes. First Time Abate relief can remove certain failure to file and failure to pay penalties if your recent history is clean. Reasonable cause relief covers situations like serious illness, a disaster or lost records. Either way, the request needs the right facts and documents behind it, written to match the criteria the IRS actually uses.

Every IRS letter you've received, your last few filed returns, a list of years you haven't filed, records of payments made, and any levy or garnishment notices. A rough picture of monthly income, expenses, assets and debts helps too. Business owners should add payroll filings (Form 941) and recent financial statements. If you're missing some of this, come anyway; we can pull transcripts to fill the gaps.