Tax Services in Port St. Lucie, FL

Assured Financial Services provides tax services in Port St. Lucie, FL, with IRS representation by a licensed Enrolled Agent. We help individuals and businesses size up tax debt, respond to audits, catch up on unfiled returns, and choose a realistic resolution option. The founder handles every case personally, communicates clearly, and builds the plan around your actual finances.

Tax professional going over IRS documents with a client

Our Tax Services

IRS tax resolution and compliance help for Port St. Lucie individuals and businesses with serious federal tax problems.

IRS Debt Resolution

We look at what you owe the IRS, including penalties and interest, and the resolution routes open to you, then build a plan that fits your finances.

IRS Audits and Appeals

Representation in correspondence, office, and field audits, plus appeals when you disagree with what the IRS decided.

Levy and Garnishment Help

Fast IRS contact on wage garnishments and bank levies, with a plan aimed at protecting your income or your business.

Offers in Compromise

An honest eligibility check, then the paperwork, the submission, and the follow through for offers that could settle IRS debt for less than the full balance.

Unfiled Tax Returns

Late returns prepared accurately and filed as part of your larger IRS resolution and compliance plan.

Installment Agreements

Payment plans with the IRS that reflect what you can afford when paying everything now isn't realistic.

IRS Resolution Support

A Steady Hand With the IRS

Tax trouble usually starts before the audit letter or levy notice shows up: a missed estimated payment, a 1099 that didn't make it onto a return, a business that fell behind on payroll deposits. We look at the whole picture, explain your options plainly, and represent you directly before the IRS. For Port St. Lucie residents and businesses, that means a documented, careful response instead of guesswork. We handle the resolution, the filings, and the IRS communication. If your business also needs better books or CFO level planning to stay out of trouble, our team can help with that too.

Tax advisor organizing IRS resolution paperwork
The Assured Difference

Why Choose Assured Financial Services?

Careful, honest representation for IRS problems that need accuracy and discretion.

Enrolled Agent

Our founder's Enrolled Agent license covers representation before the IRS on any federal tax matter.

The Founder Leads

Fifteen years of hands on finance experience, applied directly to your case and not passed down the line.

Full Service, Remotely

From the Treasure Coast, you get full IRS representation by phone and video, no office visit needed.

In House Security

Our own U.S. staff handle your financial information. We never outsource offshore.

Meet our Founder

Close, personal attention on every tax resolution case.

Portrait of the Founder and IRS Enrolled Agent at Assured Financial Services

Founder & IRS Enrolled Agent

As Founder and IRS Enrolled Agent at Assured Financial Services, this leader holds the highest credential the IRS awards, granting unlimited practice rights to represent taxpayers before the IRS in all 50 states on any tax matter. With more than 15 years of hands-on experience spanning corporate accounting and finance alongside federal government contracting finance, the founder brings a rare combination of technical depth and strategic insight to every engagement. Expertise includes financial reporting, internal controls, budgeting, DCAA compliance standards, FAR regulations, indirect rate structures, and GovCon financial reporting. Every client relationship at AFS is personally led by the founder, ensuring executive-level attention and genuine partnership on each account. Serving businesses across Maryland, Virginia, Washington DC, and internationally, the founder is committed to providing straight answers, proactive strategy, and the kind of financial expertise typically reserved for large corporations.

Frequently Asked Questions

What do you actually do for Port St. Lucie clients?

Mostly we fix problems with the IRS. Florida has no state income tax, so for most people here, the trouble is federal. We analyze back taxes and IRS debt, represent clients in audits and appeals, set up installment agreements, prepare Offers in Compromise, file unfiled returns, request penalty abatement and innocent spouse relief, resolve payroll tax cases, and get wage garnishments and bank levies released. For business owners, we also offer tax planning, GovCon accounting, and fractional CFO services. Our Enrolled Agent can represent you anywhere in the country.

How much can an Enrolled Agent do with the IRS?

Part of my paycheck is gone, or my bank account is frozen. What now?

Could I settle with the IRS for less than the balance?

What should I know about IRS payment plans?

I have several years of returns that were never filed. Can you help?

Is there any way to get IRS penalties reduced?

What does tax resolution cost?

Have a Question About an IRS Letter?

Reach out to the Enrolled Agent who would handle your case and get a straight answer.

Credentials and Memberships

Awards and Recognition

IRS Enrolled Agent credential emblem

IRS Enrolled Agent

The top representation credential the IRS grants.

AICPA membership emblem

AICPA Membership

Member of the national accounting association.

ASTPS membership emblem

ASTPS Membership

Member of a tax problem solving society.

Let's Get Your IRS Problem Moving

Tell us what the IRS has sent and which years are involved. We'll explain the realistic next step and what to have ready.

Contact Us Today

If a levy has hit, call 301.974.7469 right away. Email a copy of your notice to info@assuredfinancials.com.