Tax Services and IRS Representation
Individual & Business Tax Filing
Includes
- Preparation and filing of federal and state tax returns
- Individual (1040), LLC, S-Corp, C-Corp, and Partnership (1065, 1120, 1120S) returns
- Reporting business income, deductions, depreciation, credits, and capital gains
- Filing for multi-state businesses and freelancers
Benefits
- Accurate, compliant tax returns that avoid IRS issues
- Maximize deductions and minimize taxable income
- Stress-free filing for individuals and business owners
- Faster tax refunds with expert-prepared returns
Amended Returns
Includes
- Correction of previously filed federal and state tax returns
- Fixing missed income, deductions, credits, or filing statuses
- Preparing and filing IRS Form 1040-X or relevant business amendment
Benefits
- Avoid penalties caused by past filing mistakes
- Recover refunds you may have missed
- Ensure fully compliant and corrected IRS records
Year-Round Tax Planning
Includes
- Ongoing tax strategy sessions throughout the year
- Guidance on business structuring, deductions, and tax-saving opportunities
- Estimated tax calculations for individuals and businesses
- Strategic planning for asset purchases, investments, and retirement contributions
Benefits
- Reduce annual tax liability legally and strategically
- Avoid surprises during tax season
- Better cash flow management and budgeting
- Long-term financial planning aligned with tax laws
Tax Projections
Includes
- Forecasting your annual tax liability based on income trends
- Scenario analysis (business growth, new investments, major purchases)
- Updates on potential tax changes affecting your industry
Benefits
- Plan ahead for taxes to avoid underpayment penalties
- Make informed financial decisions throughout the year
- Improve business forecasting and cash flow planning
Responding to IRS Notices
Includes
- Review and explanation of all IRS or state tax notices
- Preparing written responses and required documentation
- Representation in communication with tax authorities
Benefits
- Reduce stress by letting an expert handle IRS letters
- Avoid incorrect responses that lead to penalties
- Fast resolution of tax issues and misunderstandings
Audit Representation
Includes
- Professional representation during IRS or state tax audits
- Preparing audit documents, financial statements, and justifications
- Communication with auditors on your behalf
- Defense of your tax positions and claims
Benefits
- Protects you from costly audit errors
- Increases chances of a favorable audit outcome
- Minimizes disruptions to your business operations
Installment Plans
Includes
- Assistance in setting up IRS installment payment agreements
- Negotiation of monthly payment terms based on your financial situation
- Preparation of financial statements required by the IRS
Benefits
- Manage tax debt without immediate full payment
- Avoid aggressive IRS collection actions
- Reduce financial pressure with flexible payment terms
Offer in Compromise
Includes
- Evaluation of eligibility to settle tax debt for less than owed
- Preparation of IRS Form 656 and full OIC package
- Negotiation and communication with the IRS on your behalf
- Financial analysis and supporting documentation preparation
Benefits
- Potentially settle tax debt at a reduced amount
- Avoid wage garnishments, liens, and levies
- A fresh start for individuals facing financial hardship
Penalty Abatement
Includes
- Review of your IRS penalties and eligibility for removal
- Preparation of reasonable cause statements
- Filing penalty abatement requests for failure-to-file, failure-to-pay, and other penalties
Benefits
- Reduce or eliminate costly IRS penalties
- Improve overall tax compliance status
- Save money by correcting past mistakes