Services

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.

Core services

IRS Resolution

The work that moves the file forward — from the first notice through final resolution.

01

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
02

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
03

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
04

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
05

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
06

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
07

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
Secondary services

Financial Fresh Start

Supporting services for taxpayers whose IRS problem is part of a bigger financial picture.

01

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
02

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
03

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
Confidential
Privileged communication for federal tax matters.
Documented
Every position substantiated and recorded.
Founder-Led
Direct access to your Enrolled Agent.
Discuss Your Matter