Tax Resolution & Audit Defense
Notices, audits, penalties—resolved. We negotiate on your behalf and restore full compliance as quickly and affordably as possible.
Representation & Notice Resolution
We handle IRS/state notices (CP-2000, audits, collections), appeals, POA, abatements, and lien/levy releases.
Installment Agreements & OICs
We negotiate payment plans and Offers-in-Compromise that protect cash flow and stability.
Audit Defense
We prepare documentation and represent you end-to-end—reducing penalties and uncertainty.
Proactive Compliance Reviews
Preemptive checks catch misclassifications or discrepancies before they escalate.
Support Until Resolution
We stay engaged until liabilities are cleared and your compliance posture is fully restored.
Ready to Get Started?
Let's discuss how our tax resolution & audit defense services can help you achieve your financial goals.
Other Individual Services
Tax Return Preparation & Strategic Planning
Complete tax return preparation combined with proactive planning strategies. We ensure accurate filings while maximizing deductions and credits to drive measurable tax savings year-round.
Estate & Trust Planning
Protect your legacy with thorough planning that minimizes tax impact, preserves wealth across generations, and offers clear, compassionate guidance to families and executors throughout the entire process.
Financial Organization & Bookkeeping for Individuals
Personal financial organization and bookkeeping services to help individuals track expenses, organize records, and prepare for tax season with confidence.