Services and Specialties
IRS Power of Attorney Representation (Form 2848)
You stop talking to the IRS directly, because a licensed representative steps in and handles every call, notice, and deadline on your behalf.
Installment Agreement Negotiation
Your balance gets converted into a monthly payment you can actually live with, and the collection calls stop while it stays current.
Currently Not Collectible Status
When paying anything would leave you short on rent, food, or medicine, the IRS is required to back off and pause collection entirely.
Federal Tax Lien Withdrawal, Discharge, or Subordination
The lien stops blocking your ability to sell your home, close a refinance, or get approved for business credit.
Interest Abatement
Interest caused by IRS delay or error is recalculated off your account instead of quietly compounding against you.
Substitute for Return (SFR) Reconsideration
The inflated return the IRS filed for you gets replaced with a real one, and the balance usually drops sharply.
Collection Statute Expiration Date (CSED) Analysis
You find out the date the debt legally expires, which sometimes means waiting is a far better strategy than paying.
Payroll Tax (941) Resolution
Keeps an unpaid payroll tax problem from escalating to the point where the business is shut down and the doors close.
Collection Appeals Program (CAP) Representation
Gives you a fast appeal route when a lien or levy action is about to happen and waiting is not an option.
Injured Spouse Allocation
Recovers your share of a joint refund that was seized to pay a debt that belonged only to your spouse.
IRS Notice and Letter Response
Every notice gets answered accurately and on time, which is what keeps a small problem from turning into an enforced collection case.
Offer in Compromise
When you genuinely cannot pay the full balance, this settles the debt for less than what you owe and closes the account for good.
Partial Pay Installment Agreement
You pay only what your budget truly supports each month, and any balance still standing when the collection statute expires goes away.
Levy and Garnishment Release
Money already being pulled from your paycheck or bank account gets released, often within days, so you can cover your household again.
Penalty Abatement (First Time and Reasonable Cause)
Penalties that ballooned your balance get removed when you had a clean history or a legitimate reason you fell behind.
Unfiled and Back Tax Return Compliance
Years of missing returns get filed correctly and in the right order, which is the step that unlocks every other resolution option.
IRS Account Transcript Analysis
You get a clear written picture of exactly what the IRS has on file, what they think you owe, and how long they can legally collect it.
Trust Fund Recovery Penalty Defense
Protects you personally from being held responsible for unpaid payroll taxes your business could not cover.
Innocent Spouse Relief
Separates you from a tax debt your spouse or former spouse created, so their decisions stop following you.
Collection Due Process and Equivalent Hearings
Forces a formal, independent review before the IRS is allowed to levy, and buys real time to put a solution in place.
Taxpayer Advocate Service Referrals and Hardship Cases
When the normal channels have stalled and you are facing real hardship, this escalates your case to someone who can break the logjam.
Federal Contractor and Levy Compliance Support
Restores your standing so a tax balance stops disqualifying you from contracts and payments you have already earned.
Passport Certification Reversal (Seriously Delinquent Debt)
Clears the tax flag that is blocking your passport renewal so your travel and work plans are not held hostage.
Correspondence Audit Representation
The mail audit gets answered with the right documentation the first time, which is usually what keeps it from expanding.
Audit Reconsideration
Reopens an audit you lost or never knew about, so an assessment built on missing records can finally be corrected.
Employment Tax Examination Representation
Defends how you classified and paid your workers before a payroll assessment lands on the business.
CP2000 Underreporter Response
Challenges the matching notice line by line, and often the proposed balance drops to zero once the real basis is shown.
Doubt as to Liability Offer in Compromise (Form 656-L)
For when the problem is not that you cannot pay, it is that you do not actually owe it, and this is the route to prove the assessment itself is wrong.
State Income Tax Resolution
Handles a state balance with the same structure as an IRS case, because state agencies often move faster and hit harder.
State Sales Tax Representation
Handles the sales tax account itself, the filings, the balances, and the negotiations, not only the audit when one shows up.
State Offer in Compromise and Payment Plans
Settles or structures the state balance so you are not solving the federal problem while the state one grows.
State Payroll and Withholding Tax Resolution
Keeps a state payroll balance from turning into a personal assessment against you as an officer or owner.
Individual Tax Return Preparation (Form 1040)
Your return is prepared accurately and defensibly, with every deduction and credit you are legitimately entitled to claim.
Self Employed and Schedule C Return Preparation
Your business income and expenses are reported in a way that holds up, which matters because Schedule C draws extra attention.
Partnership Return Preparation (Form 1065)
Allocations and K-1s are prepared right and delivered on time, so your partners can file without chasing you.
Rental and Real Estate Return Preparation
Depreciation, basis, and passive loss rules are handled correctly so you are not leaving deductions behind or inviting a notice.
S Corporation Return Preparation (Form 1120-S)
Reasonable compensation, basis, and distributions are documented properly, which is exactly where S corporation audits start.
C Corporation Return Preparation (Form 1120)
Your corporate return is filed accurately with the timing and elections that keep the overall tax bill down.
Multi-State Return Preparation
Income is sourced to the right states with the right credits, so you are not taxed twice on the same earnings.
Amended Return Preparation (Form 1040-X)
Corrects a return that was wrong or incomplete, and often recovers a refund you did not know you were owed.
Prior Year and Delinquent Return Preparation
Gets every open year filed and brings you current, which is the requirement behind almost every resolution option.
Annual Tax Planning
Decisions get made before December 31, while you can still change the outcome instead of just reporting it.
Quarterly Tax Projections
You know what you will owe long before it is due, so April is a confirmation rather than a shock.
Entity Selection and Restructuring Analysis
Shows what your business structure is actually costing you and whether changing it would pay for itself.
Estimated Tax Payment Calculation
You pay the right amount at the right time, which keeps underpayment penalties off your return.
Reasonable Compensation Studies
Sets and documents an owner salary that survives examination, which is the number S corporation audits turn on.
Retirement Plan Contribution Strategy
Turns money you were going to owe in tax into money that stays yours and compounds for retirement.
Capital Gains and Loss Harvesting Planning
Times your sales and offsets so a strong investment year does not hand back its gains at tax time.
Real Estate and 1031 Exchange Planning
Keeps the gain from a property sale working for you instead of going to tax in the year you sell.
Multi-Year Tax Modeling
Compares several years side by side so a move that looks good this year does not cost you more over time.
Monthly Bookkeeping
Your books are current every month, so you are running the business on real numbers instead of guesses.
Bank and Credit Card Reconciliation
Every account is tied out to the statement, which is how errors and missing transactions get caught early.
QuickBooks Setup, Cleanup, and Training
Your accounting system is set up correctly from the chart of accounts down, so the reports mean something.
Catch Up and Clean Up Bookkeeping
Years of neglected or tangled records get rebuilt into something accurate enough to file and finance from.
QuickBooks Health Check
A focused review of your file that finds the misposted entries, stale balances, and broken reconciliations before they end up on a tax return.
Outsourced CFO Services
Puts a financial strategist in the room for pricing, hiring, and growth decisions before you commit to them.
Outsourced Controller Services
You get senior level oversight of the numbers without carrying a full time controller on payroll.
Industries Served
- Chiropractic
- Demolition
- Dental Practices
- Electrical Contracting
- Flooring
- General Construction
- Home Health Care
- HVAC
- Landscaping
- Masonry
- Medical Practices
- Mental Health Counseling
- Optometry
- Painting
- Pharmacies
- Physical Therapy
- Plumbing
- Roofing
- Veterinary
Credentials and Verification
Verification Status
Credentials independently verified by Tax Resolution Academy®
Professional Credentials
- CPA (Certified Public Accountant)
License Information
Licensed States
TX
Client Reviews
Results described are specific to that client's facts and are not a guarantee or prediction of the outcome of any other matter.