Quality Accounting and Tax Services

The full range of IRS collection and compliance problems: back taxes, unfiled returns, audits and appeals, installment agreements, penalty abatement, Offers in Compromise, Currently Not Collectible status, innocent spouse relief, payroll tax balances, wage garnishments and bank levies. We start every case the same way, by reading your transcripts and notices, checking what's been filed, and looking at your finances before recommending a path.

Enrolled Agents earn their license from the U.S. Treasury, either by passing a three part IRS exam or through qualifying IRS work experience. The license carries unlimited practice rights before the IRS, so an EA can represent any taxpayer, in any state, on any federal tax matter: audits, collections, appeals and everything in between. Our founder holds that license and signs your Form 2848 personally.

Get them done, but think before you file. The IRS usually won't consider a payment plan or settlement until missing returns are in, yet each return changes your balance, penalties and interest. We prepare the outstanding years and look at what they produce together, so the filings set up the resolution instead of creating a new problem. Sometimes, once real expenses are claimed, the balance comes in lower than the IRS estimated.

Often, yes. First Time Abate relief is available to many taxpayers with a clean prior three years. Reasonable cause relief covers situations like serious illness, natural disasters or records lost through no fault of your own. Each has its own requirements tied to the type of penalty and your history. We review the facts, gather the support and file the request only when there's a legitimate case for it.

You agree to pay the balance in monthly amounts, and the IRS holds off on most enforcement while you keep up. Smaller balances can sometimes be set up with minimal paperwork. Larger ones require a financial statement showing income, necessary expenses and assets. We build that statement carefully so the payment fits your life, then negotiate the terms with the IRS.

Yes, and quickly. A bank levy freezes the funds in your account at the moment it hits, and the bank generally holds them for 21 days before sending them to the IRS, so speed matters. We contact the IRS, confirm the balance behind the levy and push for a release where the facts support it, whether that comes through filing missing returns, a payment plan or proof of financial hardship.

It's a settlement for less than the full balance, accepted only when the IRS agrees you can't reasonably pay the whole amount. The IRS calculates your reasonable collection potential from income, expenses, asset equity and future earnings. Many people who hear about it on the radio don't qualify, which is why we run the numbers first. If an offer makes sense, we prepare and submit it and handle the back and forth until a decision comes.

Gather your IRS letters, the last few returns, a list of years you haven't filed, any payment records and a rough picture of income, expenses and assets. Send what you have; it doesn't need to be organized. From there we'll size up the matter and tell you which steps come first. There's no minimum engagement required just to talk it through.