
Tax Controversy
Achieving Beneficial Resolutions on Your Behalf
With decades of experience in tax controversy, our experts will become your biggest advocates.
Our controversy team includes professionals with previous experience working for the IRS, giving us direct insight into how cases are actually handled.
We're a Top 70 CPA and advisory firm with over 20 years of controversy experience, representing clients against the IRS and all states
Unique Controversies Require Unique Solutions
Every tax controversy is one-of-a-kind, so we start by understanding your specific situation before recommending a path forward. Our team handles both state and federal tax controversies, representing individual and business clients at every stage, from a first notice through appeals. We leverage our relationships, credibility, and familiarity with tax agency teams, to bring you a timely resolution and favorable outcome
Individual Controversy Services
Responding to tax notices
Penalty abatement requests
IRS/state audit representation
Refund claims and resolutions
Appeals representation - if needed
Collection options, setting up payment plans
Review of prior year returns
Review of transcripts
Release of levies and liens
Business Controversy Services
Responding to tax notices
Penalty abatement requests
IRS/state audit representation
Refund claims and resolutions
Appeals representation - if needed
Collection options, setting up payment plans
Employment tax audit representation
Employment tax refunds (ERTC)
Independent contractor issues
Responsible party defense
Release of levies and liens
Related Services
We help organizations thrive by minimizing tax burden through consulting, preparation, planning and more.
We offer customized tax planning solutions to maximize your wealth and help you reach your goals.


