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