Tax Problems and Services We Cover
Every service below is handled by licensed professionals in the directory. Start with the problem you actually have, and the page will explain how the IRS treats it and show you who works on it.
Certified Taxpayer Representative™ holders are listed first on every page, then by membership level. There is no way to pay for a higher position.
Most common IRS problems
These are what most people arrive here looking for.
- Offer in CompromiseWhen you genuinely cannot pay the full balance, this settles the debt for less than what you owe and closes the account for good.Read more
- Levy and Garnishment ReleaseMoney already being pulled from your paycheck or bank account gets released, often within days, so you can cover your household again.Read more
- Unfiled and Back Tax Return ComplianceYears of missing returns get filed correctly and in the right order, which is the step that unlocks every other resolution option.Read more
- Installment Agreement NegotiationYour balance gets converted into a monthly payment you can actually live with, and the collection calls stop while it stays current.Read more
- 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.Read more
- Innocent Spouse ReliefSeparates you from a tax debt your spouse or former spouse created, so their decisions stop following you.Read more
- Currently Not Collectible StatusWhen paying anything would leave you short on rent, food, or medicine, the IRS is required to back off and pause collection entirely.Read more
- Federal Tax Lien Withdrawal, Discharge, or SubordinationThe lien stops blocking your ability to sell your home, close a refinance, or get approved for business credit.Read more
Everything we cover
IRS Collections and Representation
- IRS Power of Attorney Representation (Form 2848)1
- Offer in Compromise1
- Installment Agreement Negotiation1
- Partial Pay Installment Agreement1
- Currently Not Collectible Status1
- Levy and Garnishment Release1
- Federal Tax Lien Withdrawal, Discharge, or Subordination1
- Penalty Abatement (First Time and Reasonable Cause)1
- Interest Abatement
- Unfiled and Back Tax Return Compliance1
- Substitute for Return (SFR) Reconsideration1
- IRS Account Transcript Analysis1
- Collection Statute Expiration Date (CSED) Analysis1
- Trust Fund Recovery Penalty Defense1
- Payroll Tax (941) Resolution1
- Innocent Spouse Relief1
- Injured Spouse Allocation1
- Collection Due Process and Equivalent Hearings1
- Collection Appeals Program (CAP) Representation1
- Taxpayer Advocate Service Referrals and Hardship Cases1
- Passport Certification Reversal (Seriously Delinquent Debt)1
- Federal Contractor and Levy Compliance Support
- IRS Notice and Letter Response1
- Identity Theft and Fraudulent Return Resolution
IRS Examination and Appeals
- Correspondence Audit Representation1
- Office Audit Representation1
- Field Audit Representation1
- CP2000 Underreporter Response1
- Audit Reconsideration1
- Doubt as to Liability Offer in Compromise (Form 656-L)1
- IRS Appeals Representation1
- Protest Letter Preparation
- Employment Tax Examination Representation1
- Worker Classification and Section 530 Relief1
- Employee Retention Credit (ERC) Exam and Withdrawal Support
- Criminal Tax Referral Support and Coordination with Counsel
- Voluntary Disclosure and Streamlined Filing Compliance
- FBAR and Foreign Account Reporting Compliance
State and Local Tax Representation
- State Income Tax Resolution
- State Sales and Use Tax Audit Defense
- State Sales Tax Representation
- State Payroll and Withholding Tax Resolution
- State Offer in Compromise and Payment Plans
- Sales Tax Nexus and Registration Analysis
- State Voluntary Disclosure Agreements
- Residency and Domicile Audit Defense
- Local and Property Tax Appeals
Tax Preparation
- Individual Tax Return Preparation (Form 1040)
- Self Employed and Schedule C Return Preparation
- Rental and Real Estate Return Preparation
- Partnership Return Preparation (Form 1065)
- S Corporation Return Preparation (Form 1120-S)
- C Corporation Return Preparation (Form 1120)
- Non-Profit and Exempt Organization Return Preparation (Form 990)
- Trust Return Preparation (Form 1041)
- Estate Income Tax Return Preparation (Form 1041)
- Estate Tax Return Preparation (Form 706)
- Gift Tax Return Preparation (Form 709)
- Multi-State Return Preparation
- Expatriate and Foreign Income Return Preparation
- Amended Return Preparation (Form 1040-X)
- Prior Year and Delinquent Return Preparation
- FBAR Preparation (FinCEN Form 114)
- Form 1042 and 1042-S Preparation (Payments to Foreign Persons)
- FIRPTA Withholding and Form 8288 Compliance
- ITIN Applications (Form W-7)
- International Information Returns (Forms 5471, 5472, 8865, 8858, 8938, 3520, 1120-F)
- Fiduciary and Court Accounting Support
Tax Planning and Projections
- Annual Tax Planning
- Quarterly Tax Projections
- Estimated Tax Payment Calculation
- Entity Selection and Restructuring Analysis
- Reasonable Compensation Studies
- Retirement Plan Contribution Strategy
- Capital Gains and Loss Harvesting Planning
- Real Estate and 1031 Exchange Planning
- Cost Segregation Coordination
- Multi-Year Tax Modeling
- Business Sale and Exit Tax Planning
- Equity Compensation and Stock Option Planning
Bookkeeping and Accounting
- Monthly Bookkeeping
- Catch Up and Clean Up Bookkeeping
- Bank and Credit Card Reconciliation
- Financial Statement Preparation
- QuickBooks Setup, Cleanup, and Training
- QuickBooks Health Check
- Accounts Payable and Receivable Management
- Inventory Accounting
- Outsourced Controller Services
- Outsourced CFO Services
- Fund and Non-Profit Accounting
- Trust and Escrow Account Reconciliation
Payroll
- Payroll Processing
- Payroll Tax Deposit and Filing Compliance
- Quarterly and Annual Payroll Return Preparation (After the Fact Payroll)
- Multi-State Payroll Registration and Compliance
- Contractor Payments and 1099 Filing
- Payroll Setup and System Conversion
- Owner and Officer Compensation Setup
- Fringe Benefit and Reimbursement Plan Compliance
- Payroll Audit Support and Reconstruction
Bankruptcy Planning and Filing
Provided only by licensed attorneys.
Client Advisory Services
- Retirement Planning
- Expense Reduction Analysis
- Business Valuation Services
- Estate Planning Coordination
- Succession and Exit Planning
- Cash Flow Forecasting and Management
- Budgeting and Financial Modeling
- Key Performance Indicator Dashboards
- Pricing Strategy Analysis
- Profitability by Product, Service, or Client
- Break-Even and Capacity Analysis
- Business Plan Development
- Financing and Loan Package Preparation
- Merger and Acquisition Advisory
- Buy-Sell Agreement Consulting
- Due Diligence Support
- Internal Control and Fraud Risk Assessment
- Forensic Accounting
- Litigation Support and Expert Witness
- Divorce and Marital Asset Analysis
- Asset Protection Planning
- Risk Management and Insurance Review
- Wealth Transfer and Gifting Strategy
- Charitable Giving Strategy
- Education Funding Planning
- Social Security Claiming Strategy
- Medicare and Healthcare Cost Planning
- Roth Conversion Analysis
- Retirement Plan Design and Administration
- Executive and Deferred Compensation Consulting
- Employee Benefits Advisory
- Human Resources and Employment Compliance Advisory
- Technology and Accounting System Selection
- Process Improvement and Workflow Automation
- Cybersecurity and Data Protection Advisory
- Business Continuity and Disaster Recovery Planning
- Real Estate Investment Advisory
- Startup and New Business Formation Advisory
- Franchise Advisory
- Grant Compliance and Reporting Advisory
- Board and Governance Advisory
- Personal Financial Statement Preparation
- Debt Restructuring and Creditor Negotiation
- Turnaround and Restructuring Advisory
- Cost Accounting and Job Costing
- Inventory and Supply Chain Advisory
- Financial Literacy and Owner Coaching
- Family Office and Household Financial Management
- Elder Care and Aging Parent Financial Planning
- Software Selection, Analysis, and Setup
- AI Training and Implementation