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)7
- Offer in Compromise6
- Installment Agreement Negotiation7
- Partial Pay Installment Agreement7
- Currently Not Collectible Status6
- Levy and Garnishment Release6
- Federal Tax Lien Withdrawal, Discharge, or Subordination7
- Penalty Abatement (First Time and Reasonable Cause)7
- Interest Abatement4
- Unfiled and Back Tax Return Compliance7
- Substitute for Return (SFR) Reconsideration7
- IRS Account Transcript Analysis7
- Collection Statute Expiration Date (CSED) Analysis6
- Trust Fund Recovery Penalty Defense5
- Payroll Tax (941) Resolution6
- Innocent Spouse Relief5
- Injured Spouse Allocation5
- Collection Due Process and Equivalent Hearings7
- Collection Appeals Program (CAP) Representation6
- Taxpayer Advocate Service Referrals and Hardship Cases5
- Passport Certification Reversal (Seriously Delinquent Debt)4
- Federal Contractor and Levy Compliance Support3
- IRS Notice and Letter Response7
- Identity Theft and Fraudulent Return Resolution2
IRS Examination and Appeals
- Correspondence Audit Representation6
- Office Audit Representation4
- Field Audit Representation4
- CP2000 Underreporter Response6
- Audit Reconsideration6
- Doubt as to Liability Offer in Compromise (Form 656-L)6
- IRS Appeals Representation5
- Protest Letter Preparation3
- Employment Tax Examination Representation6
- Worker Classification and Section 530 Relief4
- Employee Retention Credit (ERC) Exam and Withdrawal Support1
- Criminal Tax Referral Support and Coordination with Counsel1
- Voluntary Disclosure and Streamlined Filing Compliance2
- FBAR and Foreign Account Reporting Compliance1
State and Local Tax Representation
- State Income Tax Resolution5
- State Sales and Use Tax Audit Defense3
- State Sales Tax Representation4
- State Payroll and Withholding Tax Resolution4
- State Offer in Compromise and Payment Plans4
- Sales Tax Nexus and Registration Analysis1
- State Voluntary Disclosure Agreements2
- Residency and Domicile Audit Defense2
- Local and Property Tax Appeals1
Tax Preparation
- Individual Tax Return Preparation (Form 1040)6
- Self Employed and Schedule C Return Preparation6
- Rental and Real Estate Return Preparation4
- Partnership Return Preparation (Form 1065)5
- S Corporation Return Preparation (Form 1120-S)6
- C Corporation Return Preparation (Form 1120)5
- Non-Profit and Exempt Organization Return Preparation (Form 990)3
- Trust Return Preparation (Form 1041)3
- Estate Income Tax Return Preparation (Form 1041)3
- Estate Tax Return Preparation (Form 706)2
- Gift Tax Return Preparation (Form 709)2
- Multi-State Return Preparation4
- Expatriate and Foreign Income Return Preparation1
- Amended Return Preparation (Form 1040-X)6
- Prior Year and Delinquent Return Preparation6
- FBAR Preparation (FinCEN Form 114)2
- Form 1042 and 1042-S Preparation (Payments to Foreign Persons)
- FIRPTA Withholding and Form 8288 Compliance
- ITIN Applications (Form W-7)2
- International Information Returns (Forms 5471, 5472, 8865, 8858, 8938, 3520, 1120-F)1
- Fiduciary and Court Accounting Support1
Tax Planning and Projections
- Annual Tax Planning6
- Quarterly Tax Projections5
- Estimated Tax Payment Calculation5
- Entity Selection and Restructuring Analysis4
- Reasonable Compensation Studies4
- Retirement Plan Contribution Strategy3
- Capital Gains and Loss Harvesting Planning3
- Real Estate and 1031 Exchange Planning3
- Cost Segregation Coordination1
- Multi-Year Tax Modeling3
- Business Sale and Exit Tax Planning2
- Equity Compensation and Stock Option Planning1
Bookkeeping and Accounting
- Monthly Bookkeeping4
- Catch Up and Clean Up Bookkeeping5
- Bank and Credit Card Reconciliation4
- Financial Statement Preparation
- QuickBooks Setup, Cleanup, and Training5
- QuickBooks Health Check4
- Accounts Payable and Receivable Management1
- Inventory Accounting1
- Outsourced Controller Services2
- Outsourced CFO Services2
- Fund and Non-Profit Accounting1
- Trust and Escrow Account Reconciliation
Payroll
- Payroll Processing2
- Payroll Tax Deposit and Filing Compliance2
- Quarterly and Annual Payroll Return Preparation (After the Fact Payroll)3
- Multi-State Payroll Registration and Compliance1
- Contractor Payments and 1099 Filing2
- Payroll Setup and System Conversion1
- Owner and Officer Compensation Setup2
- Fringe Benefit and Reimbursement Plan Compliance1
- Payroll Audit Support and Reconstruction2
Bankruptcy Planning and Filing
Provided only by licensed attorneys.
Client Advisory Services
- Retirement Planning2
- Expense Reduction Analysis2
- Business Valuation Services1
- Estate Planning Coordination2
- Succession and Exit Planning2
- Cash Flow Forecasting and Management1
- Budgeting and Financial Modeling1
- Key Performance Indicator Dashboards
- Pricing Strategy Analysis1
- Profitability by Product, Service, or Client1
- Break-Even and Capacity Analysis1
- Business Plan Development1
- Financing and Loan Package Preparation
- Merger and Acquisition Advisory1
- Buy-Sell Agreement Consulting2
- Due Diligence Support1
- Internal Control and Fraud Risk Assessment1
- Forensic Accounting1
- Litigation Support and Expert Witness1
- Divorce and Marital Asset Analysis1
- Asset Protection Planning2
- Risk Management and Insurance Review
- Wealth Transfer and Gifting Strategy2
- Charitable Giving Strategy1
- Education Funding Planning2
- Social Security Claiming Strategy
- Medicare and Healthcare Cost Planning1
- Roth Conversion Analysis2
- Retirement Plan Design and Administration1
- Executive and Deferred Compensation Consulting1
- Employee Benefits Advisory
- Human Resources and Employment Compliance Advisory
- Technology and Accounting System Selection1
- Process Improvement and Workflow Automation
- Cybersecurity and Data Protection Advisory
- Business Continuity and Disaster Recovery Planning1
- Real Estate Investment Advisory1
- Startup and New Business Formation Advisory2
- Franchise Advisory1
- Grant Compliance and Reporting Advisory
- Board and Governance Advisory
- Personal Financial Statement Preparation
- Debt Restructuring and Creditor Negotiation1
- Turnaround and Restructuring Advisory1
- Cost Accounting and Job Costing
- Inventory and Supply Chain Advisory
- Financial Literacy and Owner Coaching
- Family Office and Household Financial Management1
- Elder Care and Aging Parent Financial Planning
- Software Selection, Analysis, and Setup2
- AI Training and Implementation1