Tax and Business Services for Complex Matters

Enrolled Agents are credentialed by the U.S. Treasury Department to represent taxpayers before the IRS. The license carries unlimited practice rights, so an EA can handle audits, collection cases, appeals, payment plans and resolution filings for any taxpayer in any state. In practice that means we talk to the IRS so you don't have to, and we build the strategy around your company's actual finances.

Yes. We start by confirming the total balance, which years are filed, and what penalties and interest have built up, then look at income, assets and monthly expenses. That tells us whether an installment agreement, an Offer in Compromise, penalty abatement or Currently Not Collectible status is a real option. IRS rules decide what's available, and your documented finances decide which one fits.

Sooner is better. The IRS can prepare a substitute return from the income reports it has, and those returns rarely include the deductions or credits you'd claim. Accurate late returns set the real liability and are usually required before any payment plan or settlement. We decide the order and approach for filing with the whole resolution plan in mind.

Often, yes, but don't wait. The IRS may release or adjust a levy when you enter an acceptable arrangement, show hardship, fix a filing problem or show the action was improper. We contact the IRS, check the deadlines on your notices, provide what they're asking for and push for the best available outcome, which for a business usually means keeping payroll and vendors paid.

It's an IRS program that lets some taxpayers settle for less than the full amount. The IRS bases its decision on income, expenses, assets and future ability to pay. You'll need to be current on filings, submit complete financial disclosures on the required forms, and stay compliant while the offer is under review, which can take months. We prequalify you before anything is filed.

In many cases, yes. The IRS looks at the type and size of the debt, whether required returns are filed, the company's cash flow, its payroll obligations and assets, and its ability to keep up regular payments. A workable proposal also has to leave room for current tax deposits. Otherwise you're digging a new hole while paying off the old one.

It's the work of fixing employment tax problems: missed federal tax deposits, late or missing Form 941 filings and possible Trust Fund Recovery Penalty assessments. The TFRP is serious because it can make owners, officers or others with authority over payments personally liable. We bring filings current, quantify the exposure, answer IRS notices and set up an approach that lets the company keep operating.

Gather your recent IRS notices, the last few returns, transcripts if you can get them, current financial statements and records of any payments or past agreements. We'll check where things stand, flag urgent deadlines and have you sign Form 2848 so we can speak with the IRS. If the call turns to bigger questions, like getting the books DCAA ready or bringing in a fractional CFO, we can take that on too.