Tax Specialists for Complex Tax Preparation

We go through your income, deductions, credits and last year's return, check the supporting records, prepare the federal returns and do a final review before anything is filed. On complicated returns there's more to pull together: business books, brokerage statements, rental property records or income from several sources. If something on the return points to an IRS problem, like a balance you can't pay or a year that was never filed, we'll raise it and plan around it.

Probably, if you have self employment or business income, more than one entity, rental properties, sizable investments, past filing problems, foreign accounts that may need FBAR or FATCA reporting, or a big life change like a sale, marriage or move. Those are the returns where software guesses wrong. And since our founder is an Enrolled Agent, the person who prepares the return can also represent you if the IRS asks questions later.

Yes, for individuals and businesses. We first work out which years actually have to be filed, then pull IRS wage and income transcripts and gather whatever records you have. Each return is prepared in a planned order, because late filings affect your balance, penalties, collection status and which IRS resolution options you can use.

Last year's returns, ID, W-2s and 1099s, proof of estimated payments, and records for any deductions or credits. Business owners should add financial statements, income and expense detail, payroll reports and entity documents. If you have investments, real estate, foreign accounts or an IRS notice, bring those records too. The more complete the file, the fewer follow up questions later.

It depends on how many returns there are, how complete your records are and how involved the income and deductions get. A clean, complete file can move fast. Business returns, late returns and anything needing records rebuilt take longer. Answering our questions quickly and sending documents as soon as they arrive keeps things on schedule.

Yes. Enrolled Agents are licensed by the U.S. Treasury and have unlimited practice rights before the IRS, covering questions about returns, collection, audits and appeals. Our founder holds that license, so if a return you filed with us draws IRS attention, you don't have to start over with a stranger. The same person who knows your file handles the response.

File anyway, and on time. The failure to file penalty is much steeper than the failure to pay penalty, and filing sets the real amount owed. After that, the options include paying in full, an installment agreement, penalty relief or another IRS resolution route, depending on your finances. We look at the full picture before recommending one.

We prepare business returns and represent businesses with the IRS on late returns, unpaid balances, payroll tax issues, audits and collection. For companies that want more than a once a year return, we also offer fractional CFO support and GovCon accounting for federal contractors, including DCAA readiness and incurred cost submissions. Handling the return, the books and any IRS issue together keeps them from turning into separate problems.