Services

Audits & Proposed Taxes

Both federal and state laws require taxpayers to keep records of their income and expenses and to file honest and accurate tax returns.  The IRS and the Department of Revenue generally have the legal authority to demand that a taxpayer provide proof of income and expenses and to examine this proof.  Going through an audit can be frustrating and time-consuming even if the auditor determines that the tax return at issue is 100% accurate as filed.  Hiring a professional to represent and to advise you during an audit can give you the peace of mind.

Death & Tax Obligations

Generally, after an individual has passed away, someone will become responsible for ensuring that the final income tax return and any other unfiled tax returns are filed with the IRS and the Department of Revenue and that all matters related to taxes are addressed.  This person may be an executor, an administrator, or one of the decedent’s family members.  

Divorce & Taxes

Taxes should be given a great deal of consideration during a divorce proceeding.  There have been several changes to the federal tax law that will substantially affect both parties to a divorce. If there are un-filed tax returns and/or balances owed to the IRS or the Department of Revenue, these matters should also be addressed in the divorce proceeding especially if one or both of the parties are self-employed or are not working.  The parties to a divorce can come to an agreement regarding how un-filed tax returns and unpaid taxes will be handled.

Identity Theft & Taxes

Learning that you have been the victim of identity theft is frightening.  Someone can use your personal information to take out credit in your name, assign their income to you and/or prepare and file a tax return in your name in the hopes of collecting a fraudulent refund check from the government. 

Levies & Garnishments

Levies and garnishments are the taking of something that you own without your consent to satisfy a debt.  When the IRS or the Department of Revenue believe that you have unpaid taxes, penalties and/or interest, and that you are not being cooperative, these agencies may have the legal authority to take some of the things that you own whether in your possession or in the possession of another without your consent.  The IRS and the Department of Revenue are generally required to issue a series of notices to a taxpayer before they can take a taxpayer’s property and/or rights to property.

Liens

A tax lien is the government’s legal claim against your property.  Both the IRS and the Department of Revenue can file liens in respect of unpaid balances due in order to protect the government’s interests.  A great number of people confuse a lien with a levy.  A Notice of Tax Lien, whether filed by the IRS or the Department of Revenue, may have negative effects.

Undisclosed Offshore Assets

Federal law requires that, every year, citizens and resident aliens of the United States disclose certain assets held outside of the United States to the federal government.  This may include bank accounts, real property, ownership in foreign entities and more.  If you are required to, but do not, meet this filing requirement, you may be subject to both criminal prosecution and substantial penalties. 

Unfiled Tax Returns & Taxes due

Federal and state laws generally require taxpayers to keep records of their income and expenses and to file tax returns.  This page provides a general overview of the tax returns and taxes that you may be required to file with the federal and state government.

  • For individuals
  • For businesses
  • Employment tax issues
  • Sales tax and use tax issues

General Services

Offers In Compromise
Penalty Abatements
Releases, Discharges and Subordinations of Liens
Payment Plans
Audit Defense
Disclosure of Offshore Assets
Removal of Bank Levies
Removal of Wage Garnishments
Innocent Spouse Defense
Trust Fund Recovery
Penalty Defense