Tax services
I work with individuals and small businesses dealing with IRS and Minnesota Department of Revenue problems, and I personally work on every case I accept. You don't need to know which service fits before you call.
Start with the notice you received and tell me what's happening. Working out which options fit is my job.
Owe the IRS
When you owe more than you can pay, the options start with the IRS account and the numbers.
Monthly payment arrangements with the IRS, including options some taxpayers can set up through an IRS Online Account.
An IRS program that can settle a tax debt for less than the full amount when the facts support it. The IRS considers ability to pay, income, expenses, and asset equity.
When paying would leave you unable to meet necessary living expenses, the IRS may temporarily delay collection. The balance stays on the account.
Reviewing whether penalties can be reduced or removed under the relief available for that penalty.
Collection action
What the notice means, what stage the account has reached, and what rights come with the notice you received.
Addressing an IRS levy on a bank account, wages, or other property.
When the IRS is taking part of your paycheck through a wage levy.
Federal tax liens, including release, withdrawal, subordination, and discharge.
When your collection case has been assigned to an IRS revenue officer.
Start here if you received an IRS letter and aren’t sure what it means or where it fits.
Find your notice by number and see what it means.
Filing and audits
Finding out which returns are missing, what the IRS account shows, and what needs to be filed.
Representation in IRS examinations.
Individual and small-business tax return preparation.
Business and payroll taxes
Unpaid employment taxes and the separate question of whether the IRS may pursue personal liability for trust fund taxes.
Appeals and the U.S. Tax Court
Representation in qualifying disputes before the IRS Independent Office of Appeals.
Appeals hearings available after certain IRS lien and levy notices.
I’m admitted to practice before the United States Tax Court as a non-attorney practitioner and represent taxpayers in qualifying matters before the Court.
Minnesota
Minnesota Department of Revenue tax debt, notices, garnishments, and payment arrangements follow their own rules.
Frequently asked questions
What if I have more than one tax problem?
I start by looking at the whole picture: the tax years involved, what has been filed, what is owed, what notices have been issued, and whether both the IRS and Minnesota are involved. One issue can affect what needs to happen with another.
Do you handle both tax preparation and tax resolution?
Yes. Sometimes returns need to be filed before a collection resolution can move forward. For example, the IRS requires all required returns to be filed for an Offer in Compromise, and filing compliance is also required before an installment agreement request can be considered.
Do I need to know which service I need before I call?
No. Start with the notice you received and tell me what’s happening. Working out which options fit is my job.
Will I work with you directly?
Yes. I personally work on every case I accept.
Are you an attorney?
No. I’m an Enrolled Agent, an NTPI Fellow, and admitted to practice before the United States Tax Court as a non-attorney practitioner.
Not sure where your problem fits?
You don't need to figure out the IRS program before you call. Start with the notice you received and tell me what's happening. I'll start with the facts.