Tax & Accounting Consulting Services for Complex Needs

It's the thinking part of accounting. Bookkeeping records what happened and a tax return reports it once a year. Consulting is about what you should do next: how to set up reporting so you can trust the numbers, where internal controls are weak, how to plan cash flow, how a decision will hit your tax bill, and how to fix a tax issue that's already on the table. For government contractors it often means getting the chart of accounts and timekeeping ready for a DCAA review.

An accountant usually covers the books, financial statements, payroll support, and returns. A tax consultant spends more time on planning and on decisions with tax consequences. When the IRS gets involved, credentials matter: an Enrolled Agent is licensed by the Treasury to represent you in audits, appeals, and collection cases. Our founder does all three kinds of work, which is useful when the problem doesn't fit neatly in one box.

Yes, in all 50 states. Enrolled Agents have unlimited practice rights before the IRS, which covers audits, appeals, collections, installment agreements, penalty requests, and Offers in Compromise for both individuals and businesses. Once you sign Form 2848, the IRS deals with us instead of you.

Open every notice and keep them in date order. Then gather recent returns, income records, and a rough list of what you own, what you spend each month, and what you owe elsewhere. Waiting only lets penalties and interest pile up. Our review checks the balance against IRS transcripts, flags any missing years, and shows which tax resolution routes fit: a payment plan, penalty relief, Currently Not Collectible status, or an offer.

Often, yes. First Time Abate relief works for many taxpayers with a clean three year history, and reasonable cause applies when circumstances outside your control caused the problem. The IRS decides based on your record and your documents. Removing a penalty doesn't erase the tax, and most interest stays.

You pay down the balance on a schedule instead of in one lump sum. The IRS reviews how much you owe, if you're filed up, and what you can afford. Interest and some penalties keep running until it's paid off. The agreement stays in good standing only if you make every payment and file and pay future taxes on time.

The IRS can prepare a substitute return for you using only the income it knows about, with no deductions or credits, and that usually inflates the bill. Missing returns also block most resolution options. Filing accurate returns is typically the first real step, and we decide the order of filings so each one helps the overall plan.

Yes. A garnishment or levy means collection has escalated, so we move quickly: read the notice, call the IRS, confirm what compliance gaps exist, and pursue a release alongside a lasting arrangement. That might be a payment plan, proof of financial hardship, or fixing a filing problem that triggered the action. Having your bank statements and pay records ready speeds things up.