S E R V I C E S

IRS Representation

Our wealth of experience dealing with tax authorities ensures that our clients are being properly represented before federal and state tax agencies.

We guide our clients through the audit process, gather complete documentation, and meet with authorities.

Leadership

OUR IRS TRACK RECORD
Our track record with these representations is stellar, because we are compliant with the IRS code, and because we know the code. We prepare solid returns and maintain the records necessary to support those accurate returns.
We maintain paperless records for all returns we’ve prepared for 7 years. Depending on the level of the investigation, we can respond with a letter and appropriate support, provide a conference room with a binder containing all the requested records compiled in an easy-to-use order, or prepare you personally to deal with the notice/audit yourself.

Understanding Operational Risk in Nonprofits: Key Challenges and How to Address Them

| NONPROFIT | No Comments
Nonprofit organizations face a unique set of operational risks that can significantly impact their ability to serve their communities and achieve their mission. These risks, if not properly managed, can…

Tech and GovCon: Navigating Intellectual Property Rights Under Government Contracts

| GOVERNMENT CONTRACTING | No Comments
In the fast-paced world of government contracting, particularly for technology firms, managing intellectual property (IP) can be one of the trickiest aspects of doing business. While securing a government contract…

External Environmental Risks in Nonprofits: Navigating Economic, Political, and Natural Challenges

| NONPROFIT | No Comments
Nonprofits operate in an environment where external factors—often beyond their control—can significantly impact their ability to serve their communities and achieve their mission. From economic downturns to political shifts and…

Webinar | Estate Planning & Tax Law Changes for High Net Worth Families

| BSB News | No Comments
This webinar proactively addresses the significant impact of proposed tax law changes, including the elimination of current strategies and increasing tax rates on high net worth clients and their wealth…