Tax Services

Tax Collection Matters

We represent individuals and businesses before the Collection Divisions of the Internal Revenue Service and State Taxing Authorities. We handle matters such as:

  • Seizures
  • Levies
  • Employment Tax Liability
  • Liens
  • Unfiled Tax Returns

We handle all communications with the Collection Division. We negotiate with the Internal Revenue Service and State Taxing Authorities to reduce what our clients owe to what they can reasonably pay. We work with our clients regarding the preparation of applicable financial statements. Thereafter, we work diligently to reach a final resolution of the case based on the individual circumstances of each client.

The ultimate resolution of a particular Collection Division case can come in the form of:

  • An Offer in Compromise (A settlement based on an inability to pay or based on the fact that the tax assessment is erroneous.)
  • A Monthly Installment Payment Agreement (A settlement based on monthly payments of tax in an amount that is affordable to the client)
  • A Penalty Abatement Request (Where the IRS or the State Taxing Authorities are approached for purposes of requesting a removal of penalties based on the presence of reasonable cause)
  • A Currently Uncollectible Designation (Where no payment is required in light of the fact that no payment can be made based an evaluation of the client’s monthly income versus expenses)

Audits

We represent individuals and businesses before the Examination Divisions of the Internal Revenue Service and State Taxing Authorities. In this capacity, we meet with the particular auditor and handle all communications.

Audits of tax returns basically center on the two issues of whether all income was reported and whether proper deductions or credits were claimed. We help our clients gather documentation necessary to the determination of whether all income was reported on a particular tax return. Additionally, we help our clients gather and catalogue documentation necessary to establish the client’s entitlement to both: deductions and credits claimed on the particular tax return; and deductions and credits that are available but were not claimed on the tax return.

Our goal in any audit case is to minimize or eliminate any additional tax assessment and to avoid the assessment of penalties. As necessary, we appeal any unwarranted proposed assessments of tax and/or penalties.

Appeals

We represent individuals and businesses before the Appeals Divisions of the Internal Revenue Service and State Taxing Authorities. In many instances, the Appeals Officer assigned to a particular case is more sophisticated regarding the matter raised in the appeal. As such, when warranted, the filing of an appeal provides a new forum where settlement of a case is, in many instances, more likely.

We draft detailed and complex appeals protests and make in-person appeals presentations for purposes of minimizing or eliminating additional tax and/or penalty assessments. We handle all communications with the particular appeals officer and we seek to reach the most expeditious and beneficial resolution of the case.

Criminal Tax Matters

We represent clients before the Criminal Investigation Division of the Internal Revenue Service regarding tax crime investigations and prosecutions. We handle all contacts with the particular investigator. Our goal in any criminal case is to convince the investigator that prosecution should not be pursued due to a lack of criminal conduct.

Tax Court Litigation

We represent individuals and businesses before the United States Tax Court. The Tax Court is a forum within which a tax issue can be litigated before the tax proposed by the Internal Revenue Service is paid.