Our Solution Evolution
Providing tax controversy services to clients since 2016, our company began operations in 2005 as a finance intermediary for private and institutional lenders. As originators, our team secured short- and long-term mortgage commitments in excess of $240 million for commercial real estate brokers, owners, and developers.
We evolved into commercial credit underwriting. The firm received financial documents from borrowers that we recast for our lenders. This put us in a unique position to understand metrics like liquidity, profitability, and debt service ratios that investors were motivated to approve.
Clients were the immediate beneficiaries. Not only did we excel at fundamental metrics lenders were likely to approve, but we also became trusted advisors who helped owners improve their balance sheets, P&Ls, and cash flow statements. Inside this symbiotic ecosystem, creditors won, borrowers won, and the companies that they led won.
This business model was such a hit with clients that it morphed into a holistic approach to business health and well-being. The IRS Account Tracking and Mitigation Program is our best attempt to assist members in proactively addressing IRS tax matters before they occur. Membership is limited in order to maintain optimum service levels.
The Program
Best IRS Account Monitoring Service in Kissimmee
Reduce or prevent penalties that can be as much as 50% or more of what you already owe.
Leave Your Tax Worries Behind
IRS & State Mitigation Services (Before Credit)
Level I
Level I
Situation Analysis
Take 30% off
Transcript Evaluation (TE)
Maximum $1500.00
Financial Analysis (FA)*
Maximum $2500.00
*Includes Freedom of Information Act (FOIA) request(s) for up to 6 years of IRS account transcripts and/or wage and income records. The tax pro will provide a written report detailing the case evaluation and analysis of resolution options at the conclusion of the session.
Bankruptcy Consultation (Can tax debt be discharged?)
Testimonials
Member Benefits
Our firm tracks IRS accounts for individuals, families, businesses, trusts, and estates to mitigate tax matters before a notice is received. We monitor accounts for under-reported income, payroll tax deposits, estimated payments, refund opportunities, and missing returns, plus audit, lien, and levy flags. Members can save thousands of dollars in penalties and fees.
Here's how we can help:
- Detect IRS audits & exams to allow timely mitigation of penalties & interest.
- Detect IRS liens and levies before they are issued.
- Identify penalty abatement opportunities (3-year look back) and facilitate.
- Refunds or offsets due to taxes owed.
- Audit risk assessment for the current tax return.
- Annual income matching verification to prevent under-reporting penalties.
- IRS payment tracking including estimated payments and payroll tax deposits.
- One amended return per year (personal or business)
- One comprehensive Tax Analysis Report per year.