Custom Tax and Business Services

Think of an Enrolled Agent as a tax specialist the U.S. Treasury has licensed to stand in for you with the IRS. EAs have unlimited practice rights, so they can handle audits, collection cases, appeals and payment negotiations on any federal tax issue. Once you sign a Form 2848 (power of attorney), the IRS will talk to us directly, and you no longer have to take those calls yourself.

Yes. We start by finding out exactly where you stand: what's owed, which years are filed, how much is penalties and interest, and whether the IRS has moved into collection. Then we compare the realistic options, such as an installment agreement, an Offer in Compromise, penalty abatement or Currently Not Collectible status. Which one fits depends on your finances and the IRS eligibility rules, and we'll tell you plainly if one isn't a fit.

Move quickly. A bank levy freezes money that's in the account on the day it hits, and a wage garnishment continues every pay period until it's released. Find the most recent IRS notice and note any deadlines. With authorization, we can review the account, call the IRS, request a release or a hold where the facts justify it, and then set up a longer term arrangement so it doesn't happen again.

Possibly. 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. They look at income, allowable expenses, equity in property and future earnings. We do the math before anything gets filed, so you know whether an offer is worth pursuing or whether another option is a better use of your money.

The tax side is IRS resolution, planning and preparation. The business side is where the custom part comes in. For established companies, that can mean fractional or interim CFO work: budgets, forecasts, cash planning and board ready reporting. For government contractors, it means GovCon accounting, including DCAA ready systems, indirect rate structures and incurred cost submissions. Many clients use a mix, and we scope the work to what you actually need.

Yes. We handle unpaid payroll deposits, late Form 941 filings and Trust Fund Recovery Penalty cases. These are serious because the IRS can hold owners, officers and others who controlled payments personally liable for the trust fund portion. We look at payroll records, which periods are open, who the IRS may treat as responsible, and whether the business can stay current going forward.

Unfiled returns tend to make everything harder. Penalties grow, most resolution options stay closed, and the IRS may file a substitute return that ignores deductions and credits you're entitled to. Preparing accurate late returns sets the real liability. We time those filings around the collection plan, payment agreement or offer analysis so one step doesn't undercut the next.

Yes. The founder's Enrolled Agent license covers practice before the IRS in all 50 states, and most of our work happens by phone, video and secure file sharing. Our home base is Maryland, Virginia and DC, and we work remotely with clients elsewhere in the U.S. and abroad, including people with FBAR, FATCA or other cross border questions. All of it is done by our own team in the U.S.