Calm, structured representation in response to IRS notices, audits, liens, levies, and unresolved tax exposure. Conducted by an Enrolled Agent licensed by the U.S. Treasury — authorized to represent clients before the IRS in all 50 states.
Tax resolution is what happens when something has gone wrong, fallen behind, or quietly accumulated to the point where the IRS or a state agency has issued correspondence, opened an examination, or initiated collection action.
It is not the same as filing a return. It requires a different posture, a different cadence, and a different kind of advocate — someone licensed to speak for you before the agency, who understands the statutes, the procedures, and the leverage points that determine outcomes.
We handle these situations with the same disposition we bring to all of our work: deliberate, structured, and grounded. No urgency theatre. No panic. Just the right next move, executed correctly.
Whether you've received a notice, are facing an examination, or are carrying exposure you've known about for a while and never addressed — we can step in, take ownership, and chart a defensible path forward.
CP-series notices, balance-due letters, math error corrections, identity verification requests, and correspondence audits — read carefully, responded to correctly, and on time.
Correspondence, office, and field audits. We prepare the response, control the scope, manage the document production, and represent you throughout — so you don't speak directly to the examiner.
Structured payment plans negotiated with the IRS for outstanding balances — including streamlined, partial-pay, and non-streamlined arrangements based on what your situation supports.
For qualifying situations where the full liability is not reasonably collectible — pursued through Form 656 with the supporting financial analysis the IRS requires to consider it seriously.
First-time abatement and reasonable-cause requests for failure-to-file, failure-to-pay, and accuracy-related penalties — pursued where the facts support it and abandoned where they don't.
Response to federal tax liens, bank levies, and wage garnishments — including release requests, subordination, and withdrawal where appropriate.
For situations of genuine economic hardship, requesting CNC status pauses collection activity while financial circumstances are documented.
Defense against personal liability assessment under §6672 for unpaid payroll taxes — including responsible-party analysis and willfulness arguments where applicable.
Form 8857 petitions for relief from joint liability when the other spouse is responsible for the understatement or underpayment, including innocent spouse, separation of liability, and equitable relief claims.
Reconstruction and filing of prior-year returns — often the prerequisite to negotiating any resolution. Done correctly so they become assets, not new exposure.
Three categories of professionals can represent taxpayers before the IRS without restriction: attorneys, CPAs, and Enrolled Agents. Of the three, Enrolled Agents are specifically and exclusively credentialed by the U.S. Treasury for tax practice.
Enrolled Agents are licensed directly by the U.S. Department of the Treasury — not by individual states. The credential carries full representation authority nationwide.
Unlike state-licensed practitioners, an Enrolled Agent can represent clients before the IRS in any state without local re-licensure.
The EA credential is granted only after demonstrating comprehensive tax-law competency — the only credential where tax is the entire practice, not one of several specialties.
Enrolled Agents are required to maintain ongoing tax education annually — meaning the knowledge base stays current with the code, not frozen in time.
Tax resolution work has phases. We move through them in order, with calm — never letting urgency drive a decision that should be made with full information.
We file Form 2848 (Power of Attorney) so the IRS sends correspondence to us. We obtain your transcripts directly from the agency, which gives us an authoritative picture of what's actually on file — not what you remember.
With the transcripts in hand, we identify what's been assessed, what's been filed, what's missing, and what resolution paths are actually available. Strategy follows from facts, not from assumptions.
Before negotiating any resolution, all required returns must be filed. We handle that — current year and prior-year reconstructions — so the file is in posture for resolution.
The actual resolution work — installment agreements, offers, penalty requests, audit response. We handle the agency communication; you provide the information we need and stay out of direct contact.
Once resolved, we make sure the conditions that created the exposure are addressed — usually with ongoing bookkeeping, planning, and compliance work, so the same problem doesn't repeat.
Tax resolution is appropriate when you have unresolved liability, are facing examination, or have received correspondence you don't know how to respond to. It is not appropriate as a substitute for routine tax preparation — for that, our regular accounting and tax services apply.
Some resolution work begins through the Intensive when complexity surfaces deeper exposure that needs addressing.
Learn About the Intensive →For multi-entity owners who want resolution work coordinated with full ongoing oversight, the Partnership integrates it all.
Explore the Partnership →The first step is a confidential conversation to understand the situation, pull the relevant transcripts, and outline what an appropriate response looks like. No commitment to engage beyond that initial assessment.
Schedule a Confidential Conversation