An Enrolled Agent with the IRS, I work with you on a personal level to determine the optimal solutions for your tax concerns and questions while leveraging my years of expertise to uncover new tax savings. My goal is to simplify your taxes so you can focus on what matters most to you.
From the very beginning of our relationship, I will thoroughly review your taxes to ensure no detail falls through the cracks. Even when it’s not tax season, I’ll be here to guide you in the right direction and make sure no decision leads to adverse tax consequences.
My Tax Services
What they are, as well as what you get.
An IRS audit can be an intimidating and complex process. If you face an audit it is essential to have a tax professional to represent you. Many of my clients started out on their own and quickly realized the detailed knowledge of the Auditor put them at a disadvantage.
With the complexity of today’s tax laws, even tasks like filling out a simple tax return can feel confusing. This can too often make it easy to overlook deductions or credits, leaving money you’re entitled to left on the table. Even those who choose to use a computer software program to file their return may find that they’re missing out on important opportunities - opportunities that working with an experienced tax professional can help them discover.
Here’s what you get when working with us…
- Doublechecking: We’ll check and recheck your tax return utilizing our state-of-the-art computer software. Doing so allows us to identify potential problems, especially problems we believe the IRS may feel the need to examine closely.
- Electronic Filing: Filing your tax return electronically gives you the opportunity to receive your refund quicker.
- Withholding Adjustments: We’ll help you understand how adjusting your payroll withholding can help you get back more money week after week.
Deduction Identification: Together we’ll work to identify any potential deductions that could help limit your tax obligations during the upcoming year. We’ll also provide a list of deductions that are commonly overlooked that you can review to make sure you’re minimizing your tax obligation year-after-year.
We’re never here to judge, only help. But the truth is, failing to file your tax return can land you in legal hot water and shouldn’t be taken lightly. If you choose or neglect to file, you could be looking at one year of jail time for every year you didn’t file. In our eyes, the possibility of losing your freedom just isn’t worth it.
Together we’ll work toward getting you back on track and compliant with the law. Voluntarily filing your delinquent tax returns could help you avoid additional legal troubles, meaning you could just be faced with paying interest and penalties. We’ll work to determine exactly how much you owe the government, and what we can do to resolve your complex tax problems.
Effective tax planning can help minimize your future tax liability. I will assist you in proactively managing both your personal and business tax issues, including educating you on how upcoming business opportunities impact your tax status, and vice versa. Additionally, I will constantly work to identify new ways to reduce your federal, state and local tax liabilities.
Do you owe a significant amount of money to the IRS? With the government’s Offer in Compromise program, you have an opportunity to settle your debt, and for less than what is owed. The IRS presents no bottom limit on how little or how much the IRS will expect, especially when you work with a tax professional to create an offer the right way. Doing so creates the possibility of completely eliminating the taxes owed, penalties and any interest accrued, or reducing their amounts dramatically.
When done right, there’s a possibility that your debt could be settled for just five to fifteen percent of the original amount owed. Working with an experienced professional can be the key to determine what amount the IRS is likely to accept before making the offer. In addition, we can help you present your offer to the IRS in a way that makes them realize the benefits of accepting the offered amount rather than continuing to harass you for the full amount.
If you find yourself in a position where your taxes haven’t been paid, the government can put a lien against your property, including your house. This gives the government the right to collect taxes on the sale of your assets. In addition to being just a few steps away from having the government owning your property, liens can impact your credit score - making it difficult to take out loans with a reasonable interest rate, or hard to obtain a loan altogether.
Levies become an immediate and obtrusive way for the government to grab your attention by garnishing your wages or seizing your assets. From Social Security checks to property like your car or boat, the government can drain your accounts and assets until they believe they’ve collected what you owe. Before you’re faced with bounced checks, no home or lost wages, we’ll help you find relief and work to get these levies released.