Trusted Advocacy When You Need It Most

Dealing with the IRS or a state tax agency can be stressful, time-consuming, and costly—especially if you’re not sure what your rights are or how to respond. As experienced CPAs, we provide skilled IRS and state tax representation for individuals, businesses, trusts, and estates, helping you resolve tax matters efficiently and favorably.

Whether you’re facing a notice, audit, back taxes, or penalties, we act as your advocate and interpreter in all dealings with tax authorities.

What We Handle

01

IRS & State Tax Notices

Immediate guidance and response strategies for CP2000 letters, underreporting notices, balance due statements, and correspondence audits.

02

Tax Audits (Field, Office, & Correspondence)

Full representation during IRS or state audits of individuals, businesses, and fiduciaries. We handle communications, gather documentation, and present findings in your best interest.

03

Back Taxes & Payment Plans

Help negotiating Installment Agreements, Currently Not Collectible (CNC) status, or other resolution paths to manage outstanding tax debts.

04

Penalty Abatement Requests

Advocacy for removal or reduction of penalties due to reasonable cause, first-time abatement, or IRS procedural errors.

05

Offers in Compromise (OIC)

Evaluate and prepare submissions for qualifying clients seeking to settle tax debts for less than the full amount owed.

06

Appeals Representation

If you disagree with an audit outcome or collection action, we represent you in the IRS Office of Appeals or state-level appeal forums.

Who We Represent

Corporations receiving notices about underreported income, 1099 mismatches, or payroll tax issues

High-net-worth individuals selected for complex IRS audits involving equity compensation, real estate, or passive losses

Executors and trustees managing IRS interactions on behalf of estates or trusts

Startups and tech founders with unfiled or late returns related to stock option activity or multi-state income

Why Choose a CPA for Representation?

CPAs are federally authorized to represent clients before the IRS and state agencies. We understand tax law, procedure, and negotiation strategy—and we make sure you don’t face tax authorities alone. Our job is to defend your position, reduce penalties where possible, and bring you back into good standing.

Let Us Be Your Advocate

If you’ve received a tax notice, are facing an audit, or just want to ensure you’re protected—contact us. We’ll assess your situation and step in to represent your interests professionally and discreetly.