Plan ahead, and have someone in your corner
Good planning lowers what you owe legally and predictably. And if you receive an IRS or state notice, an audit letter or a bill you can't pay, we help you respond and resolve it.
What's included
- Year-round tax planning
- Mid-year projections, retirement and entity strategies, and timing of income and expenses.
- Notice response
- We read the letter, explain what it means and draft the response.
- Audit support
- Preparation, document gathering and representation during examinations.
- Payment plans and relief
- Installment agreements, penalty abatement requests and offers in compromise where appropriate.
- Unfiled returns
- Bring you back into compliance before the IRS files for you.
- Multi-year strategy
- Plans for life events: selling a business, moving countries, retirement.
How it works
- Step 1
Send us the letter or your goals
Share the notice or tell us what you want to plan for.
- Step 2
Assessment
We review your history and explain your options in plain language.
- Step 3
Authorisation
With your signed power of attorney, we deal with the agency for you.
- Step 4
Resolution
We see it through and leave you with a plan to stay compliant.
Questions about tax planning & representation
Often paired with
I just got an IRS letter. What should I do first?
Don't ignore it and don't panic — most notices have a response deadline of 30 to 60 days. Send it to us and we'll tell you what it means.
Who will represent me?
Representation is handled by a professional authorised to practise before the IRS, under a signed Form 2848 power of attorney.
Ready to talk about tax planning & representation?
Prefer to talk? Call +1 (317) 252-3817.