Time-sensitive · Nationwide

However far behind you are, this is fixable.

A letter from the IRS you don’t understand. An audit that’s already started. Returns you haven’t filed, or records the IRS says aren’t enough. This is the work I do — all of it, every week.

If your letter has a date on it, reach out today.

Deadlines in an IRS notice are real, and some of them cannot be reopened once they pass. Tell me what the letter says — or that there’s a stack of them you haven’t opened — and I’ll tell you what it actually means and what has to happen first. The first call costs nothing.

No judgment. My job is to meet you where you are: get you caught up, get the notices and the audit resolved, get you current on your filings. You have the right to pay no more than the correct amount of tax — that’s in the IRS’s own Taxpayer Bill of Rights, and it’s what the work is aimed at.

How it goes

Start with a callIt costs nothing. Tell me what you’re looking at, and I’ll tell you whether it’s something I take and what the first step would be.
TriageA fixed-scope look at what you have, then a call and written findings, so you know where you actually stand. The fee is quoted on that first call, and it’s credited toward the work if you hire me.
A plan and a numberScope and a flat fee in writing before any work starts — no guesses about the cost, and no meter running while you think about it.
The workRebuilding records, returns, responses, representation — in the order that protects you best, and never squeezed in around tax season.
A clean hand-offYou end current, with organized records, a written summary of what was done, and the systems set up to keep it that way.

Who’s on your side

I spent seventeen years working these cases as an IRS auditor. Now I work them for you.

Most representatives learn IRS procedure from the outside, one case at a time. I learned it as an IRS auditor — including in the Special Enforcement Program, on some of the most complex audits the IRS builds — and then spent more than a decade teaching it to other IRS auditors, in the classroom and on the job.

So nothing about the process surprises me. I can tell you what a notice actually says and what it doesn’t, what it takes to prove a deduction when the paperwork is gone, and what a record will and won’t support — before you respond to anything.

I’m licensed to represent taxpayers before the IRS anywhere in the country.

What I take on

These usually arrive tangled together. They get untangled in the right order.

A letter you don’t understand — including the ones with a ninety-day deadline
An audit that has already started, at any stage
Federal returns you haven’t filed, however many years back
Books that got away from you, or records that are gone
An auditor asking for documents you don’t have
An appeal, if that’s where this should go

In the language of the notices — CP2000 and other underreporter matching, CP3219A notices of deficiency, thirty-day letters, Information Document Requests, correspondence, office and field audits, protests and Appeals. All federal.

The questions I get first

Am I in trouble?

The most important thing you can do is get current as quickly as you can. Getting current on your own — even after a notice — is treated very differently from ignoring the IRS. I’m here to help you move forward and get on track. You aren’t in this alone.

Do I have to talk to the IRS?

Usually not. Once you sign a power of attorney authorizing me to act for you, the auditor deals with me, and in most audits you’re never in the room.

Before that, I sit down with you and go through everything in detail — what happened, what the records show, how the business actually runs — so that when I speak to the auditor I can give them what they need without you having to field the questions.

It isn’t absolute: the IRS can require an interview, and sometimes the person who kept the books is the only one who can explain them. If it comes to that, I prepare you properly beforehand and I’m there with you.

My records are a mess, or they’re gone.

This is the work I know best. Seventeen years auditing small business and self-employed returns as an IRS auditor — hundreds of cases, from the government’s side of the table. Messy records, missing records, no records at all. There is very little I haven’t already seen.

Here’s the part most people don’t know: the IRS has to tie you to any income it says you didn’t report. You have to prove the deductions. Without help, that’s how these cases go wrong — the income side gets built and the deduction side never does.

So we start with the deductions. I know the law, I know what a record has to show, and I walk you through it step by step — what to pull, where to find it, what it has to prove. You don’t have to figure out what’s missing. That’s my job. Then, once the government’s position on the income is clear, I help you respond to it.

Do we need to be in the same place?

No. My license to represent taxpayers before the IRS is federal, so I can act for you wherever you live. An audit runs on documents, correspondence and scheduled calls — being three time zones apart changes nothing except what time we talk.

Do you handle state or L&I audits?

No. Everything here is federal IRS work. If a state revenue department or Labor & Industries is involved, that goes to someone who specializes in it — and I’ll refer you to the right person.

What happens after the audit?

It depends on how it ends, and we make a plan from there. If you end up owing, there are real options for handling a balance, and which ones fit depends on your facts. Some of that work I take on myself; some of it I hand to someone who does it every day. Either way you’ll leave knowing which one this is and what happens next.

Who keeps me current after this?

Someone will, and you won’t have to work that out alone. Getting through the audit is only half of it — staying out of the next one takes books that stay current and returns that go in on time. We’ll build that plan with you. If we’re the right fit and we have room, we do the work ourselves. If someone else is the better fit, we introduce you. What you won’t get is a handshake at the end and a wish of good luck.

Tell me what you’re dealing with.

You don’t need to have your documents organized, or know which letter matters, or be able to explain how it got this far. That’s my job. Yours is just to start.

A few lines is enough. I’ll tell you plainly whether I’m the right fit, and if I’m not, I’ll suggest a few people who are. Please keep it to the general situation — I check for conflicts before discussing any case detail.