For individuals facing audits, multi-year unfiled returns, back taxes, penalties, liens, levies, or appeals. Our CPAs and Enrolled Agents identify the deadline, organize the facts, and deal with the agency on the client's behalf.
CPA- and Enrolled Agent-led representation when an IRS or California notice, exam, or collection action is already in motion.
Determine what the agency is requesting, protect the response deadline, and represent the taxpayer through examination or appeal.
Identify the required years, prepare the filings in the proper sequence, quantify the exposure, and coordinate filing with the collection strategy.
Address balances, liens, levies, installment agreements, and other available collection alternatives based on the facts.
Develop reasonable-cause or first-time-abatement requests and pursue appeals where supported.
A seven-figure IRS penalty notice arrived for estimated-tax payment timing on RSU-based compensation the recipient did not control. We built the reasonable-cause argument from the facts of that individual file, represented through the process, and the penalty was eliminated entirely, not reduced. Across the firm's history, over $18 million in penalties have been waived. Individual case result. Outcomes vary.
See more results →This page is for individuals. If the notice is in a company name, see business tax representation.
Yes. We identify the years that must be filed, the order to file them, and how that sequence sits next to any collection action already underway.
Call with the notice. Collection action has deadlines. We review what the agency has done and which alternatives the facts support. Outcomes depend on the case.
Usually no. Once you speak on the record, it is harder to walk a statement back. Bring the notice or the affected years. We take the next step from there.
Yes. Individual representation covers IRS and California tax problems, including notices, exams, collections, and appeals.
Call or text us with the notice or affected filing years available.
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