Thank you to Mary for the 5-star BBB review and for singing our praises even after Joe advised her that, in her case, she didn’t need our arsenal of Top Gun attorneys and Tax Pros to handle it for her. Mary appreciated Joe’s honesty, and that he took the time to then explain – step-by-step …
We loved reading this Yelp review and sharing it with our team! Joseph K. San Francisco, CA Feb 11, 2024 In my 40 years of working and paying taxes, I have never had an issue with the IRS, until I purchased my first home in 2019. When I needed to pull funds from my 401k, …
Another great review shared on Google from a truly wonderful client. We’re thrilled we were able to help put an end to her tax nightmare! Phyllis L. 5 stars 2/7/2024 Thank you to Joe D.! He not only helped us immediately, but also is so friendly & easy to talk to! Todd & I give …
There are a lot of things that can trigger an IRS audit. Simply put, the IRS identifies them as red flags because they potentially increase the likelihood of one of two things – you are under-reporting income or over-reporting deductions. High-Income Taxpayers with Unsettled Debts: The IRS created the ‘High Wealth, High Balance Due Taxpayer …
The IRS and ‘Customer Service’? The IRS isn’t exactly known for its customer service. The majority of calls to its ‘customer service’ line remain unanswered, despite the IRS being gifted a huge budget increase as part of the equally ironically named ‘Inflation Reduction Act’. We decided, out of curiosity, to look up the word ‘customer’ …
The IRS is 2024’s ‘comeback kid’: According to IRS Commissioner Danny Werfel, the IRS is making strategic moves with its hefty funds from the Inflation Reduction Act. They’ve been channeling the money into revamping employee training and upgrading one of its oldest IT systems. Armed with nearly $60 billion in multi-year funds, the IRS is …