Tax Services
Whether you have a tax problem, or complicated tax return filing issues, Tom can bring you peace of mind.
Trusted, Ethical Tax Help
Tom is a nationally-known expert in federal tax law and spent many years learning how to solve complex tax issues from tax attorneys. He is one of only 350 tax professionals in the United States admitted to the bar of the United States Tax Court as a non-attorney.
Dealing with tax authorities can be overwhelming and tax laws are constantly changing, as well as your needs.
Our vision is to become your trusted partner by proactively and efficiently managing your tax challenges while building a long-lasting relationship. Through Tom's extensive experience and commitment to your success, we strive to ensure you never lose sleep over your tax matters. Together, we'll maximize outcomes, set you up on the right track, and keep you there.
Common Tax Challenges
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Unfiled Tax Returns
Whether you haven’t filed in 3 years or 30 years, Tom can get you in compliance with the IRS while minimizing tax, penalty, and interest assessments.
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Tax Court Representation
Many tax problems can be effectively resolved in the U.S. Tax Court. Tom can represent you through the entire process, including conducting a trial if required.
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Audit Representation
If you are being audited, representing yourself can lead to a bad outcome. Tom can represent you in all phases of the audit process, including appeals.
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Spousal Tax Debt Relief
If you owe tax from a joint return but the debt is attributable to your spouse or ex-spouse, Tom can potentially sever you from that tax debt.
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Undisclosed Foreign Assets
Foreign financial assets are subject to complex reporting requirements with large penalties for noncompliance. Tom can recommend the best course of action to get in compliance while minimizing potential penalties.
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Penalty Abatement
If the IRS hits you with large penalties, Tom can analyze your situation for potential ways to reduce or eliminate them. You may even get a refund if you paid them already!
Our Tax Plans
We offer a variety of subscription based tax plans to fit your unique needs while spreading out the costs. Whether it’s navigating IRS issues, seeking proactive tax strategies, or tax preparation and compliance – we’re here to help! We make an initial recommendation of the best tax plan during the discovery and onboarding phase and will continue to evaluate your needs as your situation changes.
Tax Preparation
A La Carte Tax preparation.
Current-year Tax Preparation
Delinquent Tax Return Preparation
Amended Tax Return Preparation
Annual Tax Strategy Session
Retirement Contribution Analysis
Core
For those who need Tom’s expertise to keep them on a good path with compliance and planning.
Discounted Tax Return Preparation
Return Review & Feedback
Relevant Tax Updates
IRS Account Monitoring
Tax Identify Theft Remediation
Quarterly Tax Strategy Sessions
Reasonable Compensation Analysis
Retirement Contribution Analysis
3 Year Price Guarantee
Premium
Designed for people who need every tax related service Tom offers including representation support.
Same as Core, plus:
Ongoing Tax Planning
Serve as an IRS Power of Attorney
IRS Tax Notice Representation
IRS Penalty Abatement Representation
IRS Examination Representation
IRS Collection Representation
U.S. Tax Court Representation
Contact Us
New Clients
A discovery session is a 30-minute Zoom meeting for you and Tom to discuss your tax matters and determine if you can work together on them. He will give you an honest assessment of your situation and how he can help you.
You’ll get the most out of the discovery session if you upload your information prior to the session for Tom to review. If you’d like, you can redact any personal information, such as your Social Security number. Simply follow the instructions in your confirmation email once you have scheduled the discovery session.
Please note there is a non-refundable fee to schedule a discovery session.
Existing Clients
Whether you have a general question, are ready to start your tax preparation, or want to discuss a new or ongoing tax or planning matter, we’re here to help.
Use our client portal to safely communicate and share documents with us.
Need something else? Email us and we’ll do our best to get back to you within 2-3 business days.
What Our Clients Say
Results
Tax Planning
The taxpayer increased business gross receipts by $600,000 from the prior year, and Tom developed a tax plan to save the taxpayer $56,757 per year in federal income tax.
Spousal Tax Relief
The IRS assessed $10,213 on a joint return due to omissions by the taxpayer’s ex-spouse. The state later made an assessment based on the IRS change. The taxpayer was held not liable for both the federal and state tax debts, and received a state refund that was previously offset to pay down the state tax debt.
Unfiled Tax Returns
The taxpayer had not filed federal or state income tax returns for over 30 years. Tom worked with the taxpayer and got him in filing compliance with both the IRS and state.
IRS Settlement
Married taxpayers owed $38,881 in unpaid federal taxes over multiple tax years. The IRS settled the tax balance for $2,700, and Tom worked with them for the next five years to maintain their settlement agreement.
Audit Defense
The IRS proposed $142,540 in tax and penalties by denying the taxpayer’s foreign earned income exclusion along with other small changes. In the U.S. Tax Court, the IRS settled the case for $4,351 in tax and penalties, saving the taxpayer $138,189.
Penalty Relief
The IRS asserted $20,000 in penalties for late filing foreign trust returns. The IRS abated the penalties in full, saving the taxpayer $20,000.
The results indicated here are unique to the client’s situation and for demonstration purposes only. These results cannot be guaranteed in your particular situation.