Taxation Firm for Tax and Accounting in 2026

Broadly, it's a business that helps people and companies meet their tax obligations: planning, return preparation, representation before the IRS and resolving tax debt. Some also handle bookkeeping and financial advisory work. The credential behind the firm matters. Enrolled Agents, for example, hold a federal license that lets them represent taxpayers directly before the IRS on any tax matter.

Look at three things. First, credentials: can the person you'd work with actually represent you before the IRS? Second, who does the work: is it the senior person you met, or a junior team or an offshore processor? Third, fit: have they handled your type of problem before, whether that's a payroll tax case, a DCAA audit or years of unfiled returns? Be wary of anyone who promises a specific result before seeing your transcripts.

Our main focus is IRS tax resolution: back taxes, unfiled returns, audits and appeals, penalties, installment agreements, Offers in Compromise, Currently Not Collectible status, innocent spouse relief, payroll tax cases, and wage garnishment or bank levy releases. Our second focus is government contractors and established businesses, where we provide GovCon accounting, DCAA audit readiness and fractional CFO advisory. We also prepare returns and plan taxes for individuals and businesses.

We're a good fit for contractors that are moving into cost type work or expecting a DCAA review. We set up indirect rate structures, separate unallowable costs, get timekeeping in shape, and prepare incurred cost submissions. We work in Deltek Costpoint, Unanet and QuickBooks Online, and the founder is a member of NCMA with years in federal contracting finance.

Yes. Once required returns are filed, we figure out what you can realistically pay each month based on your income and necessary expenses, then request the installment agreement that fits. For smaller balances that might be a streamlined installment agreement; larger balances need a full financial statement. The key is picking a payment you can keep up, since a default restarts the trouble.

Often. First Time Abate can remove certain penalties for taxpayers with a clean three year history, and reasonable cause relief covers cases where something outside your control got in the way. When a penalty comes off, the interest that accrued on it comes off too, though interest on the tax itself stays.

In most cases. The IRS usually won't approve a payment plan or an Offer in Compromise while returns are missing. Filing can also change the balance, sometimes downward if the IRS had filed a substitute return for you. So we prepare the late returns carefully and treat them as the first step of the resolution, not a separate project.

Every IRS notice, any transcripts you've pulled, copies of filed returns and a list of years you haven't filed, recent pay stubs or business income figures, bank and asset information, and a rough monthly budget. For businesses, a current profit and loss statement and payroll reports help. Bring what you have; we can request the rest from the IRS.