Tax Planning

My ability and desire to assist clients does not end with the resolution of the tax matter. My clients often turn to me for ongoing tax planning. Since I am familiar with their financial history and condition, I am uniquely positioned to prepare future tax returns and provide tax-planning strategies.

Furthermore, many of the resolutions that I reach with the government on behalf of my clients, require the clients to comply with all tax laws for up to five years. For example, The Offer in Compromise program requires that subsequent to acceptance of an Offer in Compromise, the taxpayer must remain current on all tax obligations for a period five (5) years. Therefore, if the taxpayer’s Offer in Compromise is accepted and paid in full, but he later fails to pay current income taxes or other taxes, the Offer in Compromise might be revoked by the IRS.

Allowing my staff to provide ongoing, year-around tax planning and filing services provides another level of commitment to remaining on track.