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.
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.
Identity Theft and Fraudulent Return Resolution
Untangles a return someone else filed in your name and gets your real refund and your account restored.
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.
Protest Letter Preparation
Puts your position in writing with the law and facts organized the way Appeals expects to see them.
IRS Appeals Representation
Takes your case to an independent office with authority to settle, which is where most disputes actually get resolved.
Audit Reconsideration
Reopens an audit you lost or never knew about, so an assessment built on missing records can finally be corrected.
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.
Estimated Tax Payment Calculation
You pay the right amount at the right time, which keeps underpayment penalties off your return.
Quarterly Tax Projections
You know what you will owe long before it is due, so April is a confirmation rather than a shock.
Retirement Plan Contribution Strategy
Turns money you were going to owe in tax into money that stays yours and compounds for retirement.
Annual Tax Planning
Decisions get made before December 31, while you can still change the outcome instead of just reporting it.
Financial Literacy and Owner Coaching
Teaches you to read your own numbers, so you stop waiting on someone else to tell you how the business is doing.
Credentials and Verification
Verification Status
Verification in progress
Professional Credentials
- EA (Enrolled Agent)
License Information
Licensed States
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, DC, PR, GU, VI, AS, MP
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.