Strategic Tax Services for Complex IRS Matters

It means planning the order of moves, not just reacting to the latest letter. Filing a late return, asking for penalty relief and proposing a payment plan all affect each other, and doing them in the wrong sequence can cost you. So we look at the whole account first: balances by year, filing gaps, income, assets, expenses and the relief programs on the table. Then we decide what to do in what order.

The founder does. As an IRS Enrolled Agent, the founder holds a federal license from the Treasury Department with unlimited practice rights before the IRS. That covers audits, collection cases, appeals and payment negotiations, for individuals and businesses in any state. The founder also leads every engagement, so the strategist and the representative are the same person.

Treat it as urgent but fixable. Save every notice, write down any response dates, and collect current pay, expense, bank and return information. Getting in front of the IRS quickly is what makes a release possible. What we ask for depends on where your case sits in collection and what your finances can support.

Sometimes. The IRS accepts an Offer in Compromise when what it could reasonably collect from you, based on income, allowable expenses, assets and future earnings, is less than the balance. You must be current on filings too. We test the numbers before preparing anything, because an offer that doesn't fit the formula just burns time while interest grows.

You agree to pay the balance in scheduled monthly amounts. The payment has to match what you can afford under IRS standards, and larger balances usually require a financial statement. To keep the plan in good standing, you'll need to file and pay future taxes on time, since a new balance can put the agreement in default.

Yes. Late returns change the balance, the collection picture and which programs you can use, so we treat them as part of the strategy rather than paperwork to clear. We gather records, prepare each missing year for individuals or businesses, and time the filings so they lead directly into the next resolution step.

Currently Not Collectible status pauses active collection when paying would leave you unable to cover basic living or operating costs. The IRS wants proof: income, necessary expenses and assets. The debt doesn't go away and interest continues, but levies and garnishments generally stop while your finances qualify. The collection statute keeps running in the meantime.

Often, yes. First Time Abate relief and reasonable cause relief are the usual routes, and which one fits depends on the penalty type, your compliance history and why the problem happened. A strong request ties the facts to the right standard. When a penalty is removed, the interest charged on that penalty comes off as well.