IRS resolution, handled.
A focused practice: federal tax representation and financial fresh start support. Every engagement led directly by an Enrolled Agent — no handoffs, no junior staff.
IRS Resolution
The work that moves the file forward — from the first notice through final resolution.
IRS Notices
Every IRS letter has a deadline. We meet it.
- — CP14 — first balance due notice
- — CP501 / CP503 — reminder notices
- — CP504 — intent to levy state refund
- — LT11 / Letter 1058 — final notice of intent to levy
- — LT16 — request for unfiled returns
- — Audit notices and information requests
Installment Agreements
A monthly payment the IRS will accept and you can actually afford.
- — Streamlined installment agreements
- — Non-streamlined / negotiated agreements
- — Partial pay installment agreements (PPIA)
- — Direct debit setup and modification
- — Reinstatement of defaulted agreements
Currently Not Collectible (CNC)
Pause collections when paying would create real hardship.
- — Financial hardship analysis (Form 433-A/F)
- — CNC application and substantiation
- — Annual review preparation
- — Transition planning out of CNC status
Penalty Abatement
Remove penalties when the IRS rules say you qualify.
- — First-time penalty abatement
- — Reasonable cause requests
- — Failure-to-file, failure-to-pay, and accuracy penalties
- — Penalty appeals when initial requests are denied
Offer in Compromise (OIC)
Settle qualifying tax debt for less than the full amount.
- — Pre-qualification analysis (don't waste the filing fee)
- — Doubt as to collectibility offers
- — Effective tax administration offers
- — Full preparation of Form 656 and Form 433-A (OIC)
- — Negotiation and counter-offer handling
Tax Debt Analysis
Before choosing a path, know exactly what you're dealing with.
- — Liability breakdown by tax year
- — Collection statute expiration date (CSED) review
- — Realistic comparison of resolution options
- — Cost-of-resolution estimate
Transcript Review
Pull and read your IRS account — the way the IRS sees it.
- — Account, wage & income, and return transcripts
- — Identification of unfiled years and missing income
- — Verification of payments and credits
- — Plain-language summary you can keep
Financial Fresh Start
Supporting services for taxpayers whose IRS problem is part of a bigger financial picture.
Bankruptcy Petition Preparation Support
Organized, accurate documents — handed to your attorney ready to file.
- — Income, expense, and asset schedules organization
- — Tax return collection and tax debt verification
- — Attorney coordination throughout filing
- — Post-discharge tax cleanup
Taxpayer Financial Organization
Get your financial life into one defensible place.
- — Document collection and indexing
- — Bank, payroll, and statement reconciliation
- — Creditor list preparation
- — Recordkeeping setup that holds up under IRS scrutiny
Fresh Start Planning
A realistic roadmap out of tax debt and back to financial footing.
- — Resolution sequencing (what to do first, second, third)
- — Cash flow planning around IRS payments
- — Filing compliance roadmap
- — Ongoing check-ins to keep you compliant
