Tax Solutions and Consulting Services

A CPA is licensed by a state board and may do audits of financial statements, accounting and tax work. "Tax consultant" isn't a license at all; it describes anyone who advises on tax. An Enrolled Agent is licensed federally by the Treasury and specializes in tax, with unlimited rights to represent taxpayers before the IRS. Our founder is an Enrolled Agent, not a CPA. For an IRS audit, collection case or appeal, either license lets someone represent you.

Two kinds of work, really. Looking ahead: tax planning, entity and compensation decisions, estimated payments and reviews to catch problems early. Cleaning up: answering IRS notices, catching up unfiled returns, audit representation, payment plans, penalty relief and stopping collection. For government contractors we add a third piece, making sure the accounting behind the tax numbers holds up to DCAA review.

Yes, anywhere in the country. The Enrolled Agent license is federal, so it isn't tied to the state where you live or run your business. With a signed Form 2848 we can call the IRS for you, answer notices, represent you in audits, and handle appeals and collection cases.

Look at the notice number in the top or bottom corner (CP14, CP2000, LT11 and so on) and the response date. Don't toss it, and don't pay or agree with it just to make it go away, since IRS notices are wrong more often than people expect. Send us a copy. We'll check it against your records and IRS transcripts and draft a response before the deadline.

Frequently. First Time Abate relief is available for one period if your prior three years were clean, and reasonable cause covers cases where events beyond your control caused the late filing or payment. The request needs a careful account review and real documentation. Relief removes the penalty, and the interest charged on it, but not the tax itself.

You agree to pay the balance monthly. Smaller balances can qualify for simpler plans; larger ones require a full financial statement and more negotiation. Either way, you must file and pay every future return on time while the plan is active, or it can be cancelled. We pick the plan type and payment amount around what you can sustain.

Possibly, though there's no way to promise one will be accepted. The IRS figures your reasonable collection potential from income, expenses, asset equity and future earnings, and accepts an offer only when it reflects that number. All required returns must be filed, and the application needs detailed financial forms. We calculate it before you spend money on the filing fee.

The longer returns stay unfiled, the more penalties and interest build, and the IRS may assess tax on its own estimate, which usually overstates what you owe. You also can't get most relief programs until you're current. Filing accurate returns for the missing years, using your real deductions, is the starting point for nearly every resolution case we handle.