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Tax Controversy

Tax Controversy

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

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