Confidential Tax and Accounting Services

An Enrolled Agent is licensed directly by the U.S. Treasury to represent taxpayers before the IRS, with unlimited practice rights on federal tax matters. In practice that means we can take calls from revenue officers, answer audit requests, file appeals, negotiate payment plans and submit resolution paperwork for you. With a signed Form 2848 on file, IRS contact can come to us rather than to your home or office, which many clients value on its own.

Yes. We start by pulling transcripts for every open year so we know the assessed balance, the penalties and the interest, then look at your income, assets and monthly costs. That picture tells us which options are on the table: an installment agreement, an Offer in Compromise, penalty abatement, Currently Not Collectible status, or simply filing what's missing. What you qualify for comes down to IRS rules and your documented finances, and we'll be straight with you about it.

Act on it now. Keep every notice, write down the dates, and don't assume it will stop on its own. Once we're authorized, we review the account, contact the IRS, ask for a release or hold where one is available, and work on the underlying balance so it doesn't happen again. Bring recent pay stubs, bank statements and a list of monthly expenses; the IRS will want to see them.

Penalties often can be. First Time Abate relief and reasonable cause are the usual routes, and both depend on your history, the specific penalty and what you can document. Interest is a different story. It's set by statute and usually comes off only when the penalty it was charged on is removed, or when the IRS made an error or caused an unreasonable delay.

If you don't file, the IRS may file for you with a substitute return. Those rarely include your deductions, credits or the right filing status, so the bill tends to be inflated. Filing accurate late returns sets the real liability and is usually required before you can apply for most relief options. When several years, business income or active collection are in the mix, the order and timing of those filings matter.

An Offer in Compromise lets some taxpayers settle for less than they owe, but only when the IRS agrees it can't reasonably collect the full amount. You disclose your finances on Form 433-A or 433-B, file all required returns, and the IRS compares your reasonable collection potential with the balance. Many people don't qualify, and nobody can promise acceptance. We do the math up front so you know whether an offer makes sense before you prepare one.

Yes, and it shouldn't wait. Missed 941 deposits draw heavy penalties, and the IRS can assess the Trust Fund Recovery Penalty personally against owners or officers who were responsible for paying. We review your filings and deposits, get current quarters back on track, deal with the IRS directly and look at payment or collection alternatives. For government contractors, we can also check that the fix doesn't cause problems with your contract accounting.

Every file stays with our own staff in the U.S. We don't outsource preparation or data entry offshore, and some team members hold active federal security clearances, so handling sensitive material carefully is routine for us. We only ask for documents we need for your matter. On your side, please send records through the secure method we provide rather than regular email attachments.