Our service starts with a comprehensive consult to help identify the issues and opportunities. We prepare an engagement letter outlining what we will do and the fees involved.
If the issue has not advanced to the notice stage we will prepare your returns using the latest tax software and review drafts of your returns as quickly as possible. Upon your approval we will e-file your returns and provide you with a confirmation.
On accounting engagements we strive to prepare your financial statements as close to the period end date as possible.
If the situation has evolved to the notice stage we will contact the IRS and state taxing authorities with a comprehensive response to any notice. We will take the lead and have the conversations with them and inform you of how things are progressing.
We limit the number of clients to those we can handle quickly and efficiently. When dealing with tax resolution issues and return delinquencies, time is important . You will get our full attention on day one.
Urgency is implicit when dealing with tax resolution issues and return delinquencies. We understand this.
On accounting engagements, our aim is to get things cleaned up and back to you within 10 days of a period close.
We act as consultants for other firms which broadens and sharpens our knowledge on tax matters and opportunities.
We use the latest and best tax and tax resolution software and securely handle your documents.
Our fees are conclusion based and not upfront.
I've been a CPA since 1978. In this time period I have worked for other firms and on my own in various capacities in the accounting and tax profession. Over the years I have attempted new ventures and have succeeded and failed. From these experiences I have built a knowledge base that I use in my daily practice.
Let's be honest.... it takes a special type of person to work for the IRS. Everyone hates you and you have to continuously pass on bad news to innocent people. It also takes a special type of person to deal with these unique individuals.
It will not be flawless or easy but we are here to get your filing delinquencies caught up. If you are under audit or receiving notices we are here to help. At least you will know that we are in your corner to get the job done as quickly and painlessly as possible.