Accounting & Tax Solutions Built for Complexity

Enrolled Agents are tax professionals licensed by the U.S. Treasury to represent taxpayers before the IRS. The license isn't limited by state or by type of issue, so an EA can handle audits, collection cases, appeals, payment plans, and settlement offers anywhere in the country. In practice, once you sign a Form 2848, the IRS calls us instead of you, and we work through the options with you.

Yes, this is the core of what we do. We start by pulling your IRS transcripts to see the real balance, which years are open, what penalties and interest have built up, and what notices have gone out. Then we look at what you can realistically pay. From there the path might be an installment agreement, an Offer in Compromise, penalty abatement, Currently Not Collectible status, or simply getting missing returns filed first. Which one fits depends on IRS eligibility rules and your documented finances.

With an Offer in Compromise, a qualifying taxpayer can resolve the debt for less than what is owed. The IRS compares what you owe against what it believes it could collect, based on your income, expenses, and assets. You need to be current on filings, submit Form 433-A (OIC) or 433-B (OIC) with full documentation, and pay the application fee and initial payment unless you qualify for low income relief. Many offers are rejected because the numbers don't support them, so we run that math honestly before anyone files.

Often, yes, though it depends on the facts. A levy usually follows a Final Notice of Intent to Levy, and once wages or bank funds are being taken, speed matters. We contact the IRS, confirm what triggered the action, fix any missing filings, and request a release in exchange for an agreed resolution such as a payment plan or hardship status. How quickly it lifts varies with your compliance history and the size of the balance.

If you don't file, the IRS may file for you through a substitute for return, which ignores most deductions and credits and usually overstates what you owe. Filing accurate returns replaces those numbers with real ones. It's also a requirement for nearly every resolution option, so unfiled years are usually where we start. We sequence the filings so each one supports the larger plan.

Sometimes. The IRS offers First Time Abate relief for taxpayers with a clean recent history, and reasonable cause relief when something like a serious illness, disaster, or bad professional advice kept you from complying. Either one needs a well supported request. Abatement removes eligible penalties (and the interest on them), not the tax itself, but on an older balance that can be a meaningful reduction.

Currently Not Collectible status tells the IRS to pause active collection because paying would leave you unable to cover basic living or operating expenses. The IRS reviews your financial statement to decide. The debt doesn't disappear, interest keeps running, and the IRS may check your finances again later. It buys breathing room, and for some people the collection period expires while the account is in that status.

Yes. Unpaid Form 941 liabilities move fast, and the IRS can assess the Trust Fund Recovery Penalty personally against owners or officers it considers responsible. We look at which quarters are delinquent, what deposits were missed, which notices have issued, and who has exposure, then work to get the business current and set up a resolution. Our fractional CFO work often comes in afterward to keep it from happening again.