Focused Boutique Tax Law Firm Support

Assured Financial Services is a boutique tax practice led by its founder, an IRS Enrolled Agent. If you're facing IRS notices, an unpaid balance, an audit or a levy, you work with the founder directly. That means someone who sorts out the facts, explains which options are real, and handles the IRS with discretion. The same practice supports government contractors with GovCon accounting and CFO advisory, so business clients get one advisor who understands both the tax problem and the operation behind it.

Tax professional going over IRS documents with a client

Our Boutique Tax Practice Services

IRS representation and tax resolution for individuals and businesses, plus GovCon and CFO support for contractors.

IRS Debt Resolution

We map out every year you owe, separate tax from penalties and interest, and pick the resolution path that fits your finances for individuals and business owners alike.

Audits & Appeals

Representation for correspondence, office and field audits, and a formal appeal if the examiner's findings don't match the facts.

Offer in Compromise

We test whether an offer can work before you file, then assemble Form 656, the financial statements and the follow up the IRS will ask for.

GovCon & CFO Advisory

For government contractors and growing firms: DCAA ready accounting, indirect rate setup, incurred cost submissions and fractional CFO guidance.

Penalty Relief

We check whether First Time Abate, reasonable cause or another relief provision applies, then write a request backed by the right documents.

Levy & Garnishment

When wages or a bank account are levied, we get on the phone with the IRS quickly and work toward a release you can live with.

Tax professional sorting IRS resolution paperwork

A Clear Path to Resolution

Review Your IRS Situation

First we read everything: notices, transcripts, past filings and any collection activity. That tells us what the IRS wants, which dates can't slip, and what has to be handled before anything else.

Develop a Resolution Strategy

Prepare Complete Documentation

Represent and Manage Progress

The Assured Difference

Why Choose Assured Financial Services?

A boutique tax practice gives you direct access to the person doing the work.

IRS Authority

As an Enrolled Agent, the founder can represent you before any IRS office in the country.

Small on Purpose

No call center and no case queue. The founder reads your notices and makes the calls.

GovCon and CFO Background

Years in government contracting finance mean we understand DCAA, indirect rates and contractor cash flow.

Private by Default

Your financial records stay with our U.S. staff and are never sent offshore.

Meet the Founder

One experienced professional on each high stakes tax matter.

Portrait of the Founder and IRS Enrolled Agent at Assured Financial Services

Founder & IRS Enrolled Agent

As Founder and IRS Enrolled Agent at Assured Financial Services, this leader holds the highest credential the IRS awards, granting unlimited practice rights to represent taxpayers before the IRS in all 50 states on any tax matter. With more than 15 years of hands-on experience spanning corporate accounting and finance alongside federal government contracting finance, the founder brings a rare combination of technical depth and strategic insight to every engagement. Expertise includes financial reporting, internal controls, budgeting, DCAA compliance standards, FAR regulations, indirect rate structures, and GovCon financial reporting. Every client relationship at AFS is personally led by the founder, ensuring executive-level attention and genuine partnership on each account. Serving businesses across Maryland, Virginia, Washington DC, and internationally, the founder is committed to providing straight answers, proactive strategy, and the kind of financial expertise typically reserved for large corporations.

Frequently Asked Questions

What does a boutique tax practice like yours actually do?

We're a small practice by design. Instead of offering a little of everything, we concentrate on IRS problems (debt, audits, penalties, missing returns, levies) and on the accounting side of federal government contracting. The founder is an IRS Enrolled Agent and works every case personally. Plenty of people go looking for a tax attorney rather than an Enrolled Agent, yet for most IRS collection and audit matters an EA can represent you directly, and if your case ever needs legal counsel we'll say so plainly so you can engage one separately.

Will you speak to the IRS so I don't have to?

Are IRS penalties ever forgiven?

The IRS just hit my bank account. How quickly do I need to act?

Is an Offer in Compromise realistic for me?

I have years of returns I never filed. Is that a problem?

What does an installment agreement look like in practice?

Could I personally owe my company's unpaid payroll taxes?

Questions About Your IRS Matter?

Ask us anything about the letter on your desk. We'd rather you call early than late.

Credentials That Matter

Awards and Recognition

IRS Enrolled Agent credential

IRS Enrolled Agent

The highest credential the IRS awards for representation

AICPA membership credential

AICPA Membership

Member of the national accounting association

ASTPS membership credential

ASTPS Membership

Member of a society for tax problem solvers

Take the Next Step Toward Resolution

Tell us what the IRS sent and roughly how much is at stake. We'll reply with what we need from you and how we'd approach it.

Contact Us Today

Got a deadline this week? Call 301.974.7469 and ask for the founder. Email works too: info@assuredfinancials.com.