Innovative Tax and Accounting Solutions

Enrolled Agents hold their license directly from the U.S. Treasury to represent taxpayers before the IRS. The license comes with unlimited practice rights, so an EA can handle audits, collections, appeals and payment negotiations for individuals and businesses in any state. In plain terms: once you authorize us, the IRS talks to us, and you stop getting surprised by phone calls and letters you don't understand.

Yes. The first step is a full picture: every year with a balance, any years not filed, the penalties and interest, and whether collection has started. We get most of that from your IRS transcripts. Then we compare the realistic options, which can include filing the missing returns, penalty relief, an installment agreement, Currently Not Collectible status or an Offer in Compromise. Which one fits depends on your income, assets, expenses and filing history.

Act fast. A garnishment takes a slice of every paycheck, and a bank levy freezes the account for 21 days before the money is sent to the IRS. We confirm the balance and filing status, call the IRS, and push for a release. That usually means showing financial hardship, getting missing returns filed, or putting a payment arrangement in place. Business owners facing a levy on operating accounts should call the same day.

Some taxpayers qualify to settle for less than they owe through an Offer in Compromise. The IRS calculates what it thinks it could collect from you, based on your equity in assets plus future disposable income, and generally won't accept less than that. Plenty of people don't qualify, which is why we run the numbers before anything is filed. If an offer makes sense, we prepare Form 656 and the financial statements and handle the back and forth with the IRS.

Usually. Smaller balances can often go into a streamlined installment agreement with very little paperwork, while larger ones need a financial statement showing income, allowable expenses and assets. Either way, the payment has to be one you can keep making, because a defaulted agreement puts you right back into collection. We work out a realistic number first and then present it to the IRS.

Most resolution options are off the table until you're caught up on filing. Worse, the IRS may file a substitute return for you that ignores deductions and credits you're entitled to. We prepare the missing returns from your actual records, file them, and then look at how the resulting balances change the overall plan. Often the real number is lower than what the IRS estimated.

Yes, and these need care. Unpaid Form 941 deposits can lead to the Trust Fund Recovery Penalty, which the IRS can assess personally against owners or officers responsible for paying the tax. We review the quarters involved, the notices and the payment history, then work on stopping the problem from growing while we resolve what's owed. For contractors, we can also fix the payroll and accounting process that let it happen.

It depends on how much work the case involves: how many years, whether returns need preparing, whether there's an active levy, and which resolution option we pursue. A simple payment plan is a lighter lift than an audit or an offer. We'll review your situation first and tell you what the work will include before anything starts.