Premium Tax Advisors and Tax Planning Services

Return preparation looks backward. Advisory looks forward. A premium tax advisor helps you decide when to take income, how to set an S corporation owner's salary, whether to change entity type, how much to pay in estimates and what a big sale or purchase will do to your tax bill. For clients who also have an IRS problem, the same advisor can fold the resolution plan into the bigger strategy so the two don't work against each other.

Earlier than most people do. For businesses, a quarterly check in works well, along with a call before you change compensation, buy major equipment, sign a large contract, restructure or close the year. Individuals should talk to us before selling property or a business, exercising stock, moving abroad or starting retirement withdrawals. By March, most of the useful options for last year are gone.

Yes. Our founder is an Enrolled Agent, a credential issued by the U.S. Treasury that carries unlimited practice rights before the IRS. That covers audits, collection, appeals, payment plans and any other federal tax matter, and the founder personally leads each client engagement.

Your last two or three returns, year to date income figures, current financial statements, estimated payments made, entity documents and a short list of what you expect to change this year. Business clients should add payroll reports, accounting reports, ownership details and, for contractors, contract and indirect rate information. If the IRS has written to you, include every notice and your account transcripts.

Yes. Tax resolution is a core part of what we do. We start with the full liability, meaning tax, penalties and interest, and check that all returns are filed. Then we match your finances to the options: an installment agreement, penalty abatement, Currently Not Collectible status or an Offer in Compromise. We'll be straight with you about which ones you actually qualify for.

The IRS asks you to support specific items on your return. Some audits are handled entirely by mail, others at an IRS office or at your place of business. Replies need to be on time, complete and organized. As your representative, we deal with the examiner, assemble the support, narrow the disputed issues and, if the proposed result is wrong, take it to Appeals.

Yes. We handle cross border matters such as FBAR and FATCA reporting, foreign income, overseas entities, U.S. expats and foreign nationals with U.S. filing duties. These cases need careful timing because rules and deadlines differ across countries. A planning review spots missing filings and exposure before penalties start to stack up.

Cost follows scope: how many entities, how clean the records are, what questions we're answering, whether there's an international piece and whether IRS representation is needed. A solid engagement letter spells out the questions, the records we need, what you'll receive and when. There's no minimum just to have a first conversation about your situation.