Our firm tracks IRS accounts for individuals, families, businesses, trusts, and estates to mitigate tax matters before a notice is received. We monitor accounts for under-reported income, payroll tax deposits, estimated payments, refund opportunities, and missing returns, plus audit, lien, and levy flags. Members can save thousands of dollars in penalties and fees.

Here's how we can help:

• Detect IRS audits & exams to allow timely mitigation of penalties & interest.
• Detect IRS liens and levies before they are issued.
• Identify penalty abatement opportunities (3-year look back) and facilitate.
• Refunds or offsets due to taxes owed.
• Audit risk assessment for the current tax return.
• Annual income matching verification to prevent under-reporting penalties.
• IRS payment tracking including estimated payments and payroll tax deposits.
• One amended return per year (personal or business)
• One comprehensive Tax Analysis Report per year.