Professional Tax Accounting Services for Complex Filings

Accounting is keeping score: recording income and expenses, reconciling accounts, and producing statements that show where you stand. Tax work uses those numbers to file returns, plan ahead and deal with the IRS. They're tied together more than people think. Most of the IRS problems we resolve started as a bookkeeping problem, like missing receipts, payroll recorded wrong, or income nobody reconciled.

Yes. Our founder is an Enrolled Agent, a credential issued by the U.S. Treasury that allows practice before the IRS on any federal tax matter, for individuals and businesses, in all 50 states. Once you sign Form 2848, we can handle audits, collection cases, appeals, payment plans and penalty requests for you. The founder does this work personally rather than delegating it.

Look at the notice number in the top or bottom right corner (CP2000, CP504, LT11 and so on) and the response date. Then send it to us before that date, even if you think the IRS is wrong or you can't pay. Each notice type has its own rules and deadlines, and missing one can cost you appeal rights. We'll compare it against your transcript and your own records and draft the response.

We can. We rebuild records where needed, prepare the missing personal or business returns, and file them in an order that fits the larger plan. That usually matters because the IRS typically wants recent years filed before it will approve a payment plan or an offer, and because your own return almost always beats a substitute return the IRS prepared without your deductions.

You agree to pay the balance in monthly amounts over time. For smaller balances the IRS often approves a streamlined installment agreement with very little paperwork; larger balances require a financial statement (Form 433-F or 433-A). Interest and the late payment penalty keep running, though the penalty rate drops while an agreement is in place. The key is a payment you can sustain, since defaulting restarts collection.

Often. First Time Abate relief applies if your prior three years were penalty free, and reasonable cause relief covers events like illness, a death in the family, a natural disaster or records destroyed beyond your control. We write the request around the facts, attach the documents, and follow up if the first answer is no.

It's an IRS program that lets some taxpayers settle for less than the full balance, when the IRS concludes it can't reasonably collect more. Your income, allowable expenses, assets and future earnings are all weighed, and you need to stay compliant for five years after acceptance. We check your odds of qualifying before you spend time and the application fee on a Form 656.

Yes, they're a big part of our client base. We handle tax planning and returns for contractors, and we also do GovCon accounting: DCAA ready books, indirect rates and incurred cost submissions. Companies that need ongoing financial leadership can bring us on as a fractional CFO, so tax, accounting and planning are done by the same people.