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.

Revisiting Eligibility for Small Business Taxpayer Exemptions

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“An exemption from UNICAP? And no limitation on the amount of business interest expense I can deduct? Sign me up!” Many taxpayers (and their tax return preparers) have eagerly embraced…

Complying with SECURE Act Changes to Long-Term Part-Time Employee Eligibility and IRS Form 5500

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Two significant regulatory changes to retirement plans require immediate attention from plan sponsors, both to ensure current operational compliance and to comply with upcoming deadlines. Many long-term, part-time (LTPT) employees…

Virginia Issues Final PTET Guidance for Tax Years 2022-2025 and Retroactive Guidance for Tax Year 2021

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On January 17, the Virginia Department of Taxation (DOT) issued final guidelines for the commonwealth’s pass-through entity tax (PTET) for tax years 2022 through 2025, and on March 4, it…

Treasury, IRS Release Final Regulations on Elective Pay Election for Energy Tax Credits

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The Department of the Treasury and the IRS on March 5 released final regulations (TD 9988) on the elective pay election for certain energy tax credits under IRC Section 6417,…