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SERVICES

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IRS Tax Resolution Services

  • Back Taxes & Unfiled Returns

  • IRS Notices & Letters

  • Wage Garnishment & Bank Levy Release

  • Installment Agreements

  • Penalty Abatement

  • Offer in Compromise

  • Audit Representation

  • State Tax Issues (FTB, EDD, CDTFA)

  • Innocent Spouse Relief

  • IRS Transcript Analysis & Tax Account Review

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Accounting & Bookkeeping Services

  • Monthly Bookkeeping

  • Catch-Up & Clean-Up Bookkeeping

  • Business Tax Preparation

  • Payroll Setup & Management

  • Sales Tax & Use Tax Filings

  • 1099 Filing & Vendor Management

  • Financial Reporting & Advisory

 

Documents Required After Your Tax Help Call

  • Signed Engagement Letter

  • IRS Form 2848 (Power of Attorney)

  • IRS Form 8821 (Tax Information Authorization)

  • Copy of Driver’s License or State ID

  • Last 2 Years of Filed Tax Returns

  • Most Recent IRS Notices or Letters

  • Proof of Income (paystubs, SSA, pension, unemployment, business income)

  • Proof of Expenses (rent/mortgage, utilities, insurance, medical, child support, etc.)

  • Bank Statements (Last 3 Months)

  • Any Prior IRS Agreements (installment agreements, OIC, etc.)

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Additional Required Documents for Business Owners

  • Last 6–12 Months of Business Bank Statements

  • Profit & Loss Statement (or raw income/expense records)

  • Business Tax Returns (1120, 1120S, 1065, Schedule C)

  • Payroll Reports (if applicable)

  • Sales Tax Filings (if applicable)

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Optional Documents (Case-Dependent)

  • Divorce Decree

  • Medical Records

  • Proof of Catastrophic Events

  • IRS Account Transcripts (pulled once POA is active)

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