Tax and advisory services for consequential financial matters.

Depending on the client's facts, planning may include evaluating strategies such as:

• Business structure and owner compensation — Schedule C versus an S corporation, reasonable compensation, payroll design, and accountable plans.
• Business deductions and benefits — home office, self-employed health insurance, fringe benefits, business meals, and employing family members when the legal requirements are met.
• Retirement planning — SEP IRA, SIMPLE IRA, solo 401(k), and other employer-sponsored options appropriate to the business.
• Real estate and major assets — timing of purchases and sales, depreciation, cost segregation, and Section 1031 exchanges where applicable.
• Investment and charitable planning — timing income and deductions, donating appreciated assets, and evaluating specialized incentives with the appropriate advisers.
• Year-end projections, estimated payments, and a prioritized implementation plan before relevant deadlines.
• Strategies are recommendations for evaluation, not automatic deductions or guaranteed savings. Eligibility, documentation, costs, and non-tax consequences must be reviewed first.

• Review of IRS transcripts, notices, filed returns, payment history, and prior correspondence.
• Authorization to communicate with the IRS when representation is appropriate.
• Evaluation of available paths, which may include correcting a return, requesting penalty relief, or arranging payment options.
• Preparation of responses and follow-up with the IRS; scope and fees depend on the matter and its stage.

• Identify what the notice requests, the tax period involved, and the response deadline.
• Compare IRS information with the filed return and supporting records before responding.
• Prepare a response, documentation package, or request for penalty relief when the facts support it.
• For audits or collection matters, determine the next procedural step and whether formal representation is advisable.