Services Continued:
Tax Return Preparation and Compliance Work
We provide comprehensive tax preparation and compliance services tailored to your specific needs.
Our services include:
• Preparation and filing of current-year tax returns for individuals, estates, trusts, partnerships, limited liability companies, corporations, and nonprofit organizations
• Evaluation of your tax reporting requirements to ensure full compliance with applicable laws and regulations
• Identification and planning for any prior-year non-filing issues, with a clear strategy to bring you into compliance
Non-Filer Assistance and Compliance
Are you confident that your tax filings are fully compliant? If you’re unsure, now is the time to find out.
We conduct a thorough review of your filing history with the IRS and applicable state agencies to determine your compliance status and identify any gaps. From there, we develop a clear, practical plan to bring you back into compliance as efficiently as possible.
Our services include:
• Comprehensive review of your tax filing history and compliance status
• Detailed assessment and strategic plan to resolve any non-filing issues
• Direct communication with the IRS and state collection officers—so you don’t have to
Offers in Compromise and Penalty Waivers
Struggling with tax debt you cannot afford to pay? Receiving notices from the IRS or your state Department of Revenue?
We work with you to identify practical, legally sound solutions tailored to your financial situation. By applying the appropriate tax laws and procedures, we provide clear guidance and effective representation to help resolve your tax liabilities.
Our services include:
• Comprehensive review of your total tax liability
• Direct communication and negotiation with the IRS and state taxing authorities to pursue a fair and reasonable resolution
• Strategic planning to help you remain compliant and avoid future tax issues
Foreign Bank Account Reporting (FBAR)
Do you, your spouse, or your child have an ownership interest in or signature authority over a foreign bank account? Are you familiar with the reporting requirements imposed by the IRS and the Financial Crimes Enforcement Network (FinCEN)? Have you missed filing any required FBAR reports?
Failure to comply with foreign account reporting requirements can result in significant penalties. Our team can help you understand your obligations and bring you into compliance efficiently and properly.
We provide comprehensive FBAR and foreign reporting support, including:
• Thorough review and assessment of prior FBAR filings, along with preparation of all current-year filings
• Coordination of tax return preparation with all required FBAR and FinCEN reporting
• Identification of previously unfiled FBAR obligations and development of a compliance strategy to mitigate potential penalties
• Preparation and submission of delinquent FBARs, including assistance with the IRS “streamlined” filing procedures
Audits! The scary word!
If you are facing an audit with the IRS or a state taxing authority, we can guide you through every step of the process. Audits can be time-consuming and deadline-driven, and it is not uncommon for individuals to unintentionally miss critical requirements.
Our team will thoroughly review your case, help you understand your options, and provide the representation and support needed to navigate the audit with confidence.