Schedule a Tax Appointment with a Professional

We start with whatever brought you in: a notice, a balance you can't pay, years you haven't filed, an audit letter, a levy or a penalty. Expect questions about dates, income, expenses and what you've filed before. By the end you'll have a first read on which resolution options look realistic, a list of documents we still need, and a clear idea of what happens next and in what order.

Every IRS letter you've received (envelopes too, since they show dates), your last few returns, any transcripts you've downloaded, pay stubs or other income records, recent bank statements, and a rough list of monthly expenses. Business owners should add payroll reports, Form 941 filings, profit and loss statements and any IRS correspondence about the business. Missing something? Come anyway. We can pull transcripts once you sign Form 8821 or 2848.

Yes. The founder is an IRS Enrolled Agent, licensed by the U.S. Treasury with unlimited practice rights before the IRS. After you sign a power of attorney (Form 2848), the founder can talk to the IRS for you about audits, collections and appeals, and you can stop answering those calls yourself.

Yes, and this is often where we begin. The IRS usually won't approve a payment plan or settlement until required returns are filed. We figure out which years are missing, collect the income data (including what the IRS already has on file), prepare accurate returns and replace any substitute returns the IRS created, which tend to overstate what you owe.

As soon as you can, ideally within a few days. Many notices carry a 30 day window, and some, like a Final Notice of Intent to Levy or a notice of deficiency, carry rights to dispute the balance that expire if you wait. Keep the notice nearby when you book so we can check the tax period, the date and what the IRS is asking for.

Maybe. An Offer in Compromise only works when what the IRS could reasonably collect from your assets and future income is less than what you owe. In the appointment we can do a quick version of that math. If an offer doesn't look viable, we'll talk about an installment agreement, Currently Not Collectible status or penalty relief instead.

Often, yes. Once authorized, we contact the IRS, confirm the balance and find out what it will take to release the levy. That might mean submitting financial information, filing missing returns or setting up a collection alternative. Bank levies hold funds for 21 days before sending them, so call as soon as you see one.

Both. Business appointments often cover payroll tax balances, Form 941 problems and Trust Fund Recovery Penalty exposure. We also meet with government contractors about DCAA readiness, indirect rates or bringing in a fractional CFO, since tax trouble and finance gaps tend to show up together.