Several years ago a lady entered our tax office with a small tax problem. It wasn't small to her though. She was visibly upset over this, and I didn't know who to call or where to turn to get relief for her specific situation. That feeling of helplessness was one I never wanted anyone to experience in our office again.
A few months later, I began taking classes in the taxpayer representation niche of the tax business, and I haven't looked back. I acquired the National Tax Practitioner Institute's Fellow designation and attend classes every year that deal with taxpayer representation. I now have the ability to lean on a core group of tax professionals who have many years of experience dealing with the IRS when a client brings me a situation I haven't yet encountered.
I have spoken to IRS on behalf of several clients over the years while working for a local CPA firm, and I have helped many resolve their tax issues by either negotiating an affordable payment plan or by having them placed in non-collectible status with IRS. I have a genuine interest in helping taxpayers resolve their IRS tax debt, and I am a zealous advocate for my clients.
In addition to taxpayer representation, I also provide individual and small business income tax return preparation for current and prior years.
Small business bookkeeping is another area of expertise that I enjoy. Whether it's training a client to use QuickBooks or collecting their data monthly and keeping the books for them, I offer both services.
Ever receive a notice from IRS that you are being audited? Don't know where to turn? I have experience handling audits for clients over the years as well.
In summary, I love this business! Every aspect of it. I love working with numbers and putting the pieces of the puzzle together for clients. Some of the most satisfying work I do is assist clients who have been unsuccessful in their attempts to resolve their tax problems finally put the issues to rest.
. Current year tax return preparation
Prior years tax return preparation
IRS Representation
Lien and levy notices
IRS Audits
Small business bookkeeping and tax returns
Our passion is to help you handle your current IRS problems. Once you become a client,we strive to keep you from having any more tax problems in the future.