Services

IRS Representation

Dealing with the IRS can be frustrating and frightening all at the same time. We have extensive experience dealing with the IRS at every level. We have handled offers in compromise, installment agreements, field audits, office audits, as well as the appeals process. No matter your IRS situation, we can help. Our philosophy is to remove you from the situation as much as possible. We’ll keep you apprised of the status of the case, but we are an extension of you when it comes to having the interaction with the IRS agent. We speak the same language as the auditors and know how to get them what they need to close the case.

Most IRS notices have the option to send in a check with a voucher attached. First off, never send in money before having us review the notice. The IRS makes a habit of assuming the worst-case scenario. For example, let’s say you forgot to report a stock sale of $5,000. Chances are, you paid somewhere close to $4,500 for that stock. The IRS doesn’t care to give you the benefit of the doubt. They will propose a tax based on the entire $5,000 being taxable, when in reality your gain should only be $500. Before you do anything, pick up the phone and call us. The majority of IRS notices are matching notices or misapplied payments. We can break down these notices right away and get an action plan together. Most can be handled with a written response sent via certified mail. If we need more information, you’ll sign a form 2848 and we will call the IRS on your behalf.

Services

IRS Representation

Dealing with the IRS can be frustrating and frightening all at the same time. We have extensive experience dealing with the IRS at every level. We have handled offers in compromise, installment agreements, field audits, office audits, as well as the appeals process. No matter your IRS situation, we can help. Our philosophy is to remove you from the situation as much as possible. We’ll keep you apprised of the status of the case, but we are an extension of you when it comes to having the interaction with the IRS agent. We speak the same language as the auditors and know how to get them what they need to close the case.

Most IRS notices have the option to send in a check with a voucher attached. First off, never send in money before having us review the notice. The IRS makes a habit of assuming the worst-case scenario. For example, let’s say you forgot to report a stock sale of $5,000. Chances are, you paid somewhere close to $4,500 for that stock. The IRS doesn’t care to give you the benefit of the doubt. They will propose a tax based on the entire $5,000 being taxable, when in reality your gain should only be $500. Before you do anything, pick up the phone and call us. The majority of IRS notices are matching notices or misapplied payments. We can break down these notices right away and get an action plan together. Most can be handled with a written response sent via certified mail. If we need more information, you’ll sign a form 2848 and we will call the IRS on your behalf.

"Dave continuously exceeds our expectations on level of knowledge, professionalism, and responsiveness. As a startup we have limited resources to tackle, what seems like unlimited tasks, Dave has been instrumental being a team member to help take us to the next level. Without question, I’d recommend Dave to anyone within my network; overall he’s a great guy and pleasure to work with."

Michael True

Co-founder & CEO, VYBN, Inc.

"I’ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it’s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professional tax services."

Mike McGovern

Partner - Corporate, Securities & Tax , Reiter, Brunel & Dunn, PLLC

"David is an experienced professional who has consistently gone above and beyond to meet our needs. Being a startup, it’s hard to find business service providers that are can move fast and be flexibly. David is there when we need him and always delivers. He has been a pleasure to work with and we highly recommend him to meet your accounting and tax prep needs."

Haydn Collard

Director of Compliance, Grey, Inc.

Contact Us

(512) 829-8002

508 W 12th Street
Austin, TX 78701

Monday - Friday: 10am-5pm