PERSONAL FINANCIAL SERVICES

Audit/Examination Representation

Is the IRS threatening to levy your assets? Our firm will stand between you and the swift hammer the government swings.

We will ensure our clients comprehend the process and understand their tax obligations throughout the tedious process.

Penalty Abatement

Has the IRS sent you letters indicating you owe taxes or have pending penalties?

Collective penalties corresponding from; failure-to-file, failure-to-pay, underpayment of estimated tax, substantial understatement, failure-to-deposit, substantial valuation, information error reporting and much more.

Payment In-Full

As a taxpayer, you have the ability to negotiate with the IRS to settle your tax deposits. Settling a tax payment in full can have several benefits when working with the IRS. Paying a deposit in-full within 180 days may levitate collection activities, such as liens or levies.

Incomplete Tax Returns

Tax season is long, dreadful and for many of us, it can be an overwhelming time of the year.

Allow our tax experts to walk you through the process of filing old tax return and reinstating your confidence in your financial obligations year to year.

Offer-In-Compromise

Taxpayers in special circumstances may be eligible for an Offer-In-Compromise (OIC). An Offer in Compromise is an agreement that allows taxpayers to settle their tax debt for less than the full amount.

Taxpayers may be able to settle their debt for with the IRS for considerably less for the following reasons; Doubt-as-to-Liability, Doubt-as-to-Collectibility, and actual tax administration. This process is conducted by using formulated financial data to calculate a minimum offer amount.

Installment Agreement

The IRS's "Fresh Start" program, allows eligible taxpayers who owe up to $50,000 to pay their tax deposits over a period as long as 72 months (6 years).

Taxpayers who have tax debts exceeding $50,000 or need longer than 6 years to settle their debt may qualify for special programs but the IRS will require financial statements and may ask for one of two forms: either Collection Information Statement, Form 433-A or Form 433-F.