Greater Houston Consulting & Tax Services

Assured Financial Services helps Greater Houston individuals and business owners resolve serious IRS problems with straight answers and representation licensed by the federal government. Back taxes, unfiled years, audits, levies, payment plans: we build a plan around your actual numbers. You get organized documentation, steady communication with the IRS, and someone working to protect your income while the case moves toward resolution.

Tax professional going over IRS documents with a client

Our Tax Resolution Services

IRS representation and resolution for Greater Houston individuals and businesses with urgent or complicated tax debts.

IRS Debt Resolution

We total up the tax, penalties, and interest, check your IRS transcripts for errors, and map out the realistic ways to settle what you owe, for individuals and for businesses.

Audit Representation

Representation in correspondence, office, and field audits. If you disagree with the result, we can prepare the case for IRS Appeals and handle the communication.

Offer in Compromise

We find out whether your IRS debt could qualify for settlement at less than the full balance, then handle the financial statements, Form 656, submission, and follow up.

Payment Agreements

When paying in full isn't possible, we set up an installment agreement built on a careful look at what you can actually afford each month.

Penalty Abatement

We check whether you qualify for First Time Abate, reasonable cause, or other relief, then prepare a written request to reduce or remove the penalties.

Levy and Garnishment Help

Fast contact with the IRS when wages or accounts are frozen, with a plan to release the levy and protect your income or business while the balance is resolved.

IRS Resolution Support

A Clear Plan When the IRS Comes Calling

A stack of IRS notices, a balance that keeps growing, a levy on the business account: any of these can throw a household or a company off course quickly. For Greater Houston clients, we start with a careful look at your finances, guided by an Enrolled Agent. We sort out the facts, test which relief and payment options you qualify for, and take over communication with the IRS, so you're making decisions with a clear plan in front of you. If the root cause is weak bookkeeping or cash planning, our GovCon accounting and CFO advisory work can fix that as well.

Tax advisor walking a client through an IRS resolution plan
The Assured Difference

Why Choose Assured Financial Services?

What working with us looks like when the IRS has your attention.

Enrolled Agent

Our founder holds the federal EA license, so the IRS deals with us, and you can stop taking their calls.

No Handoffs

The person who reviews your case on day one is the same person negotiating with the IRS later.

Beyond Resolution

Once the IRS issue is settled, we can help with GovCon accounting or fractional CFO work so it doesn't happen again.

Secure Service

Houston clients' records are handled by our own U.S. staff. None of it goes to offshore processors.

Meet Our Tax Team

An Enrolled Agent who stays on your case from the first call to the final IRS letter.

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 is an Enrolled Agent, and why would a Houston taxpayer want one?

An Enrolled Agent earns a federal license from the U.S. Treasury Department to represent taxpayers before the IRS. The license carries unlimited practice rights, so an EA can handle audits, collections, payment plans, penalty requests, and appeals for individuals and businesses anywhere in the country. Texas doesn't have a state income tax, so most Houston tax problems are federal, which is exactly where an EA works. Once you sign Form 2848, we talk to the IRS for you.

Will the IRS ever lower the penalties on back taxes?

I can't pay it all at once. Can I make payments?

What's the risk of leaving old returns unfiled?

Could an Offer in Compromise wipe out most of my balance?

My paycheck or bank account just got hit. What happens first?

What should I have ready for our first call?

How long does it take to resolve an IRS problem?

Still Have a Question About Your IRS Case?

Ask us directly. We work with Houston area clients remotely, by phone, video, and secure upload.

Credentials That Matter

Awards and Recognition

IRS Enrolled Agent credential

IRS Enrolled Agent

Federally licensed to represent taxpayers before the IRS

AICPA membership emblem

AICPA Membership

Member of the national accounting association

NCMA membership emblem

NCMA Membership

Member, National Contract Management Association

Let's Look at Your IRS Situation

Tell us what the IRS has sent, which years are involved, and whether anything has been levied. We'll lay out the options that fit and the first step to take.

Contact Us Today

If collection is already underway, call 301.974.7469 today. You can send notices and questions to info@assuredfinancials.com.