As Your Tax Experts We

INFORM YOU

We will always verify that your tax notices are legitimate and explain them to you to ensure you understand them.

TAKE THE GUESSWORK OUT

We can craft the proper responses and prepare the correct supporting documentation to work through your tax issue.

CAN REPRESENT YOU

As Enrolled Agents, we can represent you before the IRS.  This means you do not have to be present during an audit or exam.

SUPPORT YOU BEYOND APRIL

We always have your back.  We don't just shut down on April 15th.  We're available year-round by email and phone when you need help.

I am having you prepare my taxes and would like to save money by bundling it with some tax resolution support for the year.

Our tax preparation packages include minimal support with tax notices and audits.  Nobody is 100% audit proof.  If you want some extra piece of mind, you'll want to add PLUS PACK #1 to your Tax Preparation Package.  PLUS PACK #1 includes:

  • Assistance with online payments to the IRS as requested

  • Setting up installment agreements as requested

  • Written penalty abatement requests if applicable/eligible

  • Written responses to all tax agency notices received

  • Up to 4 hours of audit preparation and/or representation

$85 add-on to
Classic, Essentials, or Premium Tax Packages

Plus Pack benefits will be valid through January 31st of the following calendar year (regardless of date purchased during the current calendar year).

Benefits of package pricing -

Value added of all additional perks is at least $1200

I am having you prepare my taxes and would like to save money by bundling it with high level tax resolution support for the year.

Sometimes piece of mind is worth paying more.  If you want us in your corner and monitoring your tax account all year long, you'll want to add PLUS PACK #2 to your Tax Preparation Package.  PLUS PACK #2 includes:

  • Assistance with online payments to the IRS as requested

  • Setting up installment agreements as requested

  • Written penalty abatement requests if applicable/eligible

  • Written responses to all tax agency notices received

  • On-going monitoring of your IRS account and notices

  • Up to 10 hours of audit preparation and/or representation

$250 add-on to
Classic, Essentials, or Premium Tax Packages

Benefits of package pricing -

Value added of all additional perks is at least $3000

Plus Pack benefits will be valid through January 31st of the following calendar year (regardless of date purchased during the current calendar year).

I need help with tax compliance and/or representation services.

Tax problems come up for any number of reasons.  Sometimes life gets in the way.  Sometimes you're randomly selected for audit.  And sometimes you just really need to get back on track.  We can help you with all of these COMPLIANCE issues:

  • Prior Year Tax Filings

  • Innocent or Injured Spouse Relief

  • Setting up installment agreements as requested

  • Written penalty abatement requests if applicable/eligible

  • Responding to IRS correspondence

  • On-going monitoring of your IRS account as requested

  • Preparing an Offer In Compromise

  • IRS Audit Preparation and/or Representation

Prices will vary
by scope of work

Schedule a free discovery session to see if what we can do to help.

TAX RESOLUTION

Notices from the IRS or the state revenue agencies can be confusing,

stressful, and even alarming.  You may be nervous to respond on your own.

 

It doesn't have to be this way and you don't have to try to do this on your own. 

Tax laws are complicated.  We can navigate you through it.