Tax Problem Resolution

You’ve got a friend in the tax business. Let us be your go-to for your any tax resolution needs you may have. From IRS wage garnishment protection to helping you get “Innocent Spouse” protection, we have the experience you need.

Tax Debt

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POA Monitoring

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Complimentary current year income tax return preparation. Tax Return Prep
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Licensed authorization on file with IRS. Ability to immediately respond to IRS notices and phone calls as needed. 2848 Authorization
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Licensed team (CPA, EA, Attorney) available to answer client questions and concerns regrading any notice received by the IRS. NoticeWatch
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We will contact the IRS to: negotiate collections hold, determine total tax liability, secure penalty and fee breakdown, confirm statute of liability and collections date, and collect any necessary account and income transcripts. Compliance Check
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We gather the appropriate financial information to determine your settlement options with the IRS and give you an expected timeline for completion based on prior experience. All filings and negotiations are included and handled in-house by our licensed professionals (CPA, EA, Attorney). Settlement Analyzer
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If needed, we handle all communication with the taxing authorities should appeals procedures be needed on your behalf. Escalating Actions
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Key Marketing And Sales Metrics Your Business Should Track

It's a large part of my job to work with business owners by "picking up the pieces" of their finances, and, unfortunately, it's often too late to have done any good. And of course, we work with plenty of thriving businesses in by helping them spot hidden opportunities...

A Business Owner’s Simple Plan For Dealing With Angry Customers

Even in the middle of the intensity of the busy tax filing season in , we occasionally become the target for somebody's frustration. Over the years, and especially when things are busy and stressful, we've had to learn about how to best handle matters when a client is...

Ask For The Sale! Business Owners Sales Psychology

I make it my goal in these weekly notes to pass along information which has proven useful to our firm and our more successful clients. I do this because we want to be a partner with you in helping you grow your business. We're not marketing "gurus" around here, but we...

How Business Owners Can Win The Day Through Micro Tasks

It's April. And that means, well -- it's PROCRASTINATION season.Our phones are ringing off the hook, and our inboxes are clogged with people who are looking for tax help. Fortunately, our business owner clients (usually) are a little more ahead of the game.But just...

The Most Important Factor in Small Business Valuation

I've heard from many of my business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and family tax needs....

Thinking Bigger About Your Business

Beware of the "summer sloth". Instead of falling into that trap, what if you take this season to clear away the garbage and focus on what's really on your plate, and what you really need to grow? You see, running a business with success requires more than just...

3 Important Questions For Small Business Owners To Answer In 2018

Now that we are into the first full work week of 2018, how are you feeling about your direction? We're here, and we're in your corner. I'd love a note from you about what you are hoping to accomplish during this year, and how we can be a resource to you as you do. As...

Mapping Out Your Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking for solace...

Four Steps For Attracting Better Prospective Clients

It's very likely that your clients have put tax season far off in their rear view mirror, and they're going on (or coming back from) vacation, making trips to the pool, or grilling out with friends and family.Why not let the good times roll and make some new clients...

Kyle Dickmann’s Four Keys To Smarter Interview Questions

Firstly, with the advent of technology like Google's new "Duplex" system, it's going to reach a point (sooner than we realize) that businesses like yours -- and mine -- will have less use for employees that are mere "order takers" or who don't engage in complicated...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!