Tax Firm Consultation
We offer consulting and expert testimony services to attorneys and other CPAs. Our firm combines our extensive knowledge of IRS due process and our experience within the IRS to provide practical insight that tax professionals and their clients can use to achieve optimal results.
Based upon your preference, we can work directly with your client, or we can work only with you, the professional, enabling you to achieve the best possible results for your client in the most efficient manner possible.
Our firm regularly helps tax firms in four areas:
Consulting on client tax issue resolution strategies: tax professionals can contact our firm directly and get professional advice on how to address their clients’ tax issues.
Representation before the IRS and State Departments of Revenue: We will work with tax pros, on a joint Power-of-attorney, to directly represent and resolve client issues. In the end, the client will get the best outcome, and the tax pro will retain the client.
Tax firm post-filing best practice strategies: Our technology and tax administration experience help firms set up systems to monitor client notices and resolve them in the best manner. This reduces firm risk and makes clients happy. We regularly set up proactive IRS notice monitoring services for tax firms that allow firms to be copied on IRS notices and be able to respond timely and effectively. We also help firm employees set up IRS e-services accounts and work efficiently with client IRS matters.
Tax firm and tax professional training: specific IRS practice training aimed at tax pros getting the best outcome based on the client’s issue. Firm training on how to best work with the IRS and client retention strategies.