Ideal Tax Resolution offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Offers in Compromise

If you owe a large sum of money to the IRS, you might qualify to submit an offer for a lower amount to satisfy the debt based on your ability to pay. The IRS utilizes an analysis of your current net worth and income. We will prepare an analysis of your financial position and identify whether you qualify for paying only a portion of what the IRS says you owe. Our analysis will also include an assessment which will offer suggestions to improve your position before we file. Call me to set up a free consultation to discuss whether this is the best approach for you.

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Installment Agreements

If you find yourself in a position where you currently owe tax but just don’t have the funds to pay by the due date, there are various types of installment agreements currently offered. Installment agreements range from a simple streamlined installment agreement, where your tax debt is paid out over time, to a partial payment installment plan (PPIA), where a negotiated installment plan is put in place based on your current ability to pay, which could ultimately lead to partial forgiveness in the future. Based on your particular facts and circumstances, we will negotiate the most favorable payment arrangements for you. Call for a free consultation to learn more about the various programs.

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Delinquent Tax Returns

If your situation involves delinquent tax returns, we need to act quickly. If you have received notices requesting inflated amounts of tax due in years of non-filing, this could be due to the IRS creating a “substitute for return” (SFR) based on income items reported to them without considering valuable deductions you may be entitled to. We will file amended returns for those years and see to it that you get all the deductions you are entitled to. For some unfiled years you may not need to file a return at all, depending on how many years are delinquent. Call today to schedule a free consultation to learn how we can tackle your problem together.

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Penalty Abatements

In many situations, penalties accompany tax assessments. In some cases, they can be as much as the tax you owe or more. Certain circumstances can allow the reduction or removal of the penalties, such as first time offenders and having a reasonable cause. If you find yourself with an assessment that includes penalties, we can help you by negotiating on your behalf to reduce or even eliminate the penalties. Call today for your free consultation to discuss how we can help you.

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Employment Tax Issues

If you are a business owner or an employee with fiduciary responsibility, it is your obligation to remit the payroll taxes withheld from the company employee’s payroll. It is imperative that the withheld portion, or “trust fund” portion, is remitted to the IRS. If the funds are not remitted, the Company and / or the responsible person will also be held personally liable if the tax liability remains unpaid. If you are deemed responsible, you may be forced to personally pay for any shortfall that exists. Whether you are a business owner or a responsible party and have received a notice of non-remittance of payroll taxes, you must act quickly as the penalties accrue very quickly. Call today for a free consultation and we can best discuss your situation.

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Innocent Spouse and Injured Spouse Relief

When filing a joint tax return, both taxpayers are jointly and severally liable for the tax and any interest or penalties that arise from the joint return even if they later divorce. Both spouses on a joint return are generally held responsible for all the tax due even if one spouse earned all the income or claimed improper deductions or credits. If you find yourself in a position where you feel you are unjustly assessed for something you had no knowledge of and are looking to separate the liability, call today to schedule a free consultation to discuss your options and how best to apply for relief.

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IRS Audit Representation

If you find yourself under audit by the IRS or state authorities, you are entitled to have representation appear on your behalf. It is recommended that you do not appear at your own audit. During an income tax audit, it is important to limit the scope of what is being examined and prepare for any tax items that will be questioned. I will go over your tax returns, help you gather supporting documents for your deductions, and prepare all responses to the IRS. Call today for a free consultation to learn how we could assist you.

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Liens and Levies

When a tax lien or IRS levy is pending or ongoing, it is essential to act quickly. With my help, we can negotiate with the IRS to stop the lien or levy. Depending on your situation, there are several steps we can undertake to prevent or remove an IRS lien or levy. Call today for a free consultation and we can discuss your particular situation in more depth.

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Individual and Small Business Income Tax Preparation / Payroll and Accounting Services

In addition to resolving your tax problems, we have a long history serving our clients preparing individual (1040), Partnerships & LLC’s (1065), Corporate / S-Corp (1120 / 1120-S) and Sole Proprietor / Single member LLC (Schedule C) returns. We are qualified to file all state returns and are a registered E-file provider. Our firm can handle your bookkeeping needs as well using Quickbooks Online. We are certified Quickbook Online ProAdvisors. Call today to schedule your free consultation.

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