Tax Consultancy Services With Straight Answers

We start by gathering the facts the IRS already has: account transcripts, notices, filed and missing returns. Then we look at your side of it, meaning income, expenses, assets and what you can actually afford. From there we recommend a path, prepare the forms, and once you've signed Form 2848, deal with the IRS directly until the case is closed. You get updates in plain language at each step.

An Enrolled Agent is licensed by the U.S. Treasury Department with unlimited rights to practice before the IRS, so we can handle examinations, collection cases, appeals and payment negotiations for you in any state. Our founder holds that license and personally runs each case. A tax preparer without that credential generally can't represent you in collections or appeals.

Don't set the letters aside. A CP14 is the first balance due notice, and if it's ignored the sequence moves toward a CP504 and then a final notice of intent to levy. Meanwhile penalties and interest keep adding up. The sooner we know the full balance and whether all your returns are filed, the more options are usually still open, from a payment plan to Currently Not Collectible status to an Offer in Compromise.

In many cases, yes. First Time Abate relief applies when your record for the prior three years is clean. Reasonable cause relief applies when something genuinely outside your control, like a serious illness, a fire, or a disaster, kept you from filing or paying. We put together the explanation and records and submit the request, and appeal a denial when the facts support it.

You pay the IRS in monthly installments instead of all at once. Smaller balances can often be set up with minimal financial disclosure. Larger ones require a detailed financial statement and closer review. Interest continues until the balance is paid. We aim for a monthly amount you can actually keep up with, because a missed payment can put the agreement into default.

Yes, and it's one of the most common situations we see. We get the missing returns prepared and filed, using your real income and deductions rather than leaving IRS substitute returns in place, which tend to overstate what you owe. Being current on filings is usually a condition for any payment plan or offer, so this often comes first.

A bank levy freezes what's in the account on the day it hits, and the bank holds it for 21 days before sending it. A wage garnishment takes part of every paycheck until it's released. Call us right away. We can confirm the balance, provide the financial information the IRS needs, and work toward a release paired with a payment plan or hardship status.

Yes. Many of our consultancy clients are businesses, and some are government contractors. For them we also provide GovCon accounting (DCAA ready books, indirect rates, incurred cost submissions) and fractional CFO help, so the cash flow or recordkeeping issue behind a tax problem gets fixed too. Offers in Compromise are evaluated case by case, and we'll tell you honestly if yours isn't likely to be accepted.