Tax preparation, consulting, and business planning for individuals and small businesses, plus straight answers when a big tax problem lands in your mailbox. All online, all nationwide.
Got an IRS letter? Start here.
Whether you are filing for the first time, planning your next move, or staring down a stack of letters, here is where I come in.
Federal and state returns prepared accurately and filed on time, for individuals and small businesses. No guesswork, no missed deductions.
Personal & business returnsYear-round guidance, not just at filing time. Bring me the question, the decision, or the what-if, and get a clear, honest answer you can act on.
Individuals & businessesEntity setup, tax strategy, and planning that keeps your business on solid footing and ready for whatever comes next.
For business ownersGot a notice, a balance you cannot pay, or years of unfiled returns? I read the letters, tell you in plain English what they mean, and lay out a clear plan to fix it.
Notices, back taxes & payment plansSecond Edition. A Guide to Handling the Letters and Solving Your Dreaded Tax Problem.
The IRS sends out millions of notices a year. Most are harmless. Some are not. And every one of them is written in a language no normal person was ever taught to read. This is the plain English reference for anyone who has held an IRS letter and wondered what it actually meant, and what to do about it.
Inside: how to decode the notices, pull your own transcripts, catch up on unfiled returns, negotiate payment plans and offers, defend yourself in an audit, and keep the whole thing from happening again.
I grew up in a tax and accounting family, doing returns after school as far back as high school. Then I went into business for myself, ran and sold my own company, and spent years on the other side of the table, dealing with payroll, books, cash flow, and taxes firsthand.
After a rough tax experience of my own, I came back to the field, worked alongside my father, and built a firm of my own. Tax resolution became a specialty early on. Today the practice is intentionally small, selective, and relationship-driven, run on modern tools and not limited by geography.
What you get is a real person who answers your letters, in plain English: what it says, what your options are, and what it costs. Clarity, not a sales pitch.
Jimmy
Reach out and tell me what is going on. I will tell you straight what the letter means and what your options are.
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