Pursues back taxes, late returns, and underpayments. If ignored, notices can lead to
wage garnishments or bank levies. After engagement, we contact FTB, pull state and IRS data, confirm balances, filing gaps, penalties, and CSEDs, then recommend an installment agreement, Offer in Compromise, penalty relief, or CNC when eligible.
Reviews POS data, invoices, exemption certificates, and purchase/use records. Auditors may sample and project across periods. We assemble records, test samples, challenge projections, and disallowed exemptions where warranted, and position you for payment plans, OIC eligibility, or audit adjustments.
Focuses on withholding, filings, and unpaid payroll taxes, often urgent for small businesses. We address assessments, negotiate payment plans, pursue penalty relief when reasonable cause exists, and coordinate filing corrections to reduce exposure.
Knowing which agency you’re dealing with shapes the plan and the paperwork. Bring your latest letters and returns, and we will take it from there.