Tax and IRS services
Organized around the situation you are actually in
Preparation, planning, and representation are one continuous body of work. They are handled on one page here for the same reason they are handled by one person: the answer to a filing question usually depends on the planning question behind it.
File Accurately
Individual and business tax preparation.
- Form 1040 with all schedules
- Schedule C, S corporation, and partnership returns
- Rental property and investment activity
- Capital gains and multi-state filings
- Prior-year and amended returns
Plan Before the Decision
Year-round planning connected to real personal and business events.
- Estimated tax calculations and safe harbors
- Entity selection and reasonable compensation
- Retirement contribution timing
- Depreciation and deduction sequencing
- Life events: marriage, divorce, inheritance, property sale
Respond to the IRS
Representation across examination, appeal, and collection matters.
- Examination and audit representation
- Written notice response
- Appeals within IRS administrative procedure
- Installment agreements and payment alternatives
- Lien and levy matters
- Penalty relief requests where the facts support them
Rebuild Compliance
For taxpayers with missing returns, unresolved notices, or disorganized records.
- Unfiled-year return preparation
- Reconstructing records for prior periods
- Sequencing which years and issues are addressed first
- Establishing a filing and payment routine that holds
No outcome is guaranteed. Representation work is bounded by the facts of your matter and by IRS procedure. Services described here do not include legal representation in court, and nothing on this page constitutes advice about your specific circumstances.
Answers first
Tax and IRS questions
- Can an Enrolled Agent represent me in an IRS audit?
- Yes. An Enrolled Agent holds unlimited practice rights before the IRS and may represent taxpayers in examinations, collection matters, and administrative appeals at all levels.
- How quickly do I need to respond to an IRS notice?
- The response date is printed on the notice itself and varies by notice type. Some deadlines, particularly those attached to appeal rights, are firm and narrow the options available if missed.
- Can you guarantee my tax debt will be reduced?
- No. Outcomes depend on the facts, the applicable procedure, and the IRS's own determination. Any professional promising a specific reduction or settlement result before reviewing your situation should be treated with caution.
- What if I have unfiled tax returns?
- Unfiled years are generally resolved by preparing and filing accurate returns for the periods in question. Filing your own return often produces a different result than a substitute return prepared without your deductions.