Premium Consulting and Tax Services 2026

An Enrolled Agent's license comes straight from the U.S. Treasury after passing the IRS's own three part exam on individual tax, business tax, and representation. EAs have unlimited practice rights in every state, which means they can take on any tax matter for an individual or business: audits, collection cases, appeals, payment plans and penalty requests. It's the credential that's specifically about dealing with the IRS.

Yes, that's the core of our tax practice. We start by pulling your IRS transcripts to see balances, penalties, interest, open years and where the account sits in the collection process. Then we compare that with your finances. From there the options usually narrow to an installment agreement, an Offer in Compromise, Currently Not Collectible status, penalty abatement or some combination. Which one fits depends on IRS rules and what the documents show.

Get in touch the same day if you can. The IRS has to send a final notice before most levies, so check your mail for an LT11 or Letter 1058; there may still be time to request a hearing. If the levy has already hit, we confirm the account status, file the financial information the IRS needs, and push for a release or an alternative arrangement. Nothing is automatic, but speed and complete paperwork make a real difference.

It's a settlement where the IRS accepts less than the full balance because it doesn't expect to collect the whole amount. The IRS looks at your income, assets, allowable expenses and future earning ability. You'll submit Form 656 with a detailed financial statement, and you must stay current on all filings and payments while the IRS reviews it. We'll tell you up front if the math doesn't support an offer.

We do. Correspondence audits, office audits and field audits all fall under our representation. We read the document request closely, assemble records that answer exactly what was asked, write the responses and deal with the examiner directly. If the outcome is wrong, we look at appeal options. Sending the IRS a box of unsorted receipts is one of the most common ways audits go badly, and that's what we prevent.

They need attention, but in a deliberate order. Missing returns affect penalties, refunds, collection activity and whether you can even apply for most relief programs. We prepare each one accurately, then file them as part of the larger plan for your account so the numbers the IRS sees are consistent from the start.

Frequently, yes. First Time Abate relief, reasonable cause, and a few other administrative provisions can reduce or remove penalties. A request needs your filing and payment history, a clear account of what went wrong, and documents to back it up. Keep in mind the underlying tax stays, and interest generally keeps running under IRS rules.

Collect your recent IRS notices, your last few returns and a short summary of your income and monthly expenses. If you have an IRS online account, transcripts are a bonus. We'll look at it, point out anything urgent like a hearing deadline, and explain the realistic options. There's no minimum engagement size to have that first conversation, and the same goes if your question turns out to be about CFO or GovCon accounting support instead.