Common Client Needs

Sometimes the IRS gets it wrong or doesn't agree with your tax treatment of a particular item. Whether you received a scary letter out of the blue or a not-so-unexpected letter about a "grey area" item, I can help you work toward a resolution. 

The IRS imposes penalties for all sorts of reasons. Where a good-faith mistake, an unexpected event, or a persona/ business challenge is the root cause of a compliance error, we may be able to get penalty amounts reduced or removed altogether.

The IRS can get overly aggressive with collections, creating an overwhelming and anxiety-inducing situation for you. I can help you understand what the IRS can and can't do and help make the process more manageable and less stressful. 

Whether you already know that you just need an LLC stood up or are contemplating a more complex structure that needs advanced tax planning, I can help you create a business structure that meets your needs.

Trying to do some good in the world? Despite your altruistic intentions, navigating 501(c)(3) recognition or other tax-exempt status can be complex. I can help obtain the initial tax-exempt determination and assist with compliance questions or issue that arise in the future.

Sometimes state tax authorities can make you *miss* the IRS. I can assist with sales, franchise, property, or other state tax questions or issues that arise for your business. 

Less is more, except when more is more. Blindly barreling into an audit can result in lengthy timelines and more questions than necessary. I can work with your accounting professional to provide behind-the-scenes consultation, or I can man the front lines and be the first point of contact for your auditor.

Tax credits can have a major impact on a business's tax liability. Planning ahead and ensuring that your structure and operations comply with applicable rules can make sure that you receive the credit you expected and avoid future issues in the event of an audit.