FRISCO, TX CPA FIRM
Specializing in IRS and State Tax Problem Resolution and Wealth & Tax Strategies for Business' and Individuals nationwide.
OUR 3 STEP PROCESS
STEP 1: ASSESSMENT
We will assess your tax situation to determine the best course of action. During this process we will collect power of attorney forms, gather financial information, perform a compliance check with the IRS and take any emergency actions needed.
STEP 2: COMPLIANCE
Our process begins with a review of your prior business and personal tax returns so we can make suggestions for where you could save money and in some cases can even get you back lost money from taxes you overpaid in prior years.
STEP 3: RESOLUTION
We believe that proper accounting and asset protection are an essential part of building a wealth and tax strategy, we partner with others to ensure that you are getting accurate numbers and you and your business are well protected.
For a nominal annual fee, we will continue to monitor your account for any issues, including advance notification of audits or tax notices from the IRS. We will help with responding to any tax notices you receive as part of the fee. We will monitor your account to ensure that payments are being made timely and applied correctly. We will assist with ensuring that you remain in compliance following any offer in compromise acceptance.