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Special Enforcement Standards. Flat Fee Transparency.

I don't just "do" taxes. I build defensible, audit-ready systems using the same technical standards I applied as an IRS Revenue Agent.

Whether you're several years behind on bookkeeping or facing a high-stakes IRS examination, you get a Zero Fluff solution backed by 15 years of federal compliance experience.

Structured Tax Advisory

Authority grounded analysis for business owners making significant tax decisions.

When a position carries material financial impact or audit sensitivity, structured analysis may be necessary before proceeding.

Advisory services focus on:

Exposure evaluation
Authority-based position analysis
Forward-looking decision modeling
Documentation defensibility

If your question is "Is this defensible?" or "What happens next?" advisory is where you begin.

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IRS Audit Representation

The Former Insider Defense

Most tax professionals guess what an examiner is looking for. I spent 4.5 years in the IRS SB/SE, including Special Enforcement, applying those standards firsthand.

I serve as your primary point of contact with the IRS - managing examiner communications, document requests, and responses - so you're not navigating the process alone.

Audit Scope

Representation for federal examinations involving:

Individuals (Form 1040)
S Corporations (Form 1120-S)
Partnerships (Form 1065)
C Corporations (Form 1120)

Notice Resolution

Professional handling of IRS notices, examination correspondence, and IRS requests for income verification or substantiation.

The Goal

Protect your procedural rights and prevent unnecessary scope expansion.

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Tax-Ready Monthly Bundles

The Ultimate Business Shield

This is my highest-value service for business in the "Missing Middle" who want clarity year-round - not panic at tax time.

Ongoing Bookkeeping

Monthly, audit-ready records maintained in QuickBooks Online or Xero.

Proactive Planning

Periodic check-ins to identify opportunities, flag risks early, and apply the tax code correctly.

Annual Tax Filing

Preparation and filing of your federal business return (and applicable state filings where permitted).

Audit-Related Support

If the IRS examines a return I prepared under this engagement, representation is included within scope at no additional cost.

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Tax Preparation

Prepared with Examination Standards in Mind

As an Enrolled Agent - the highest credential awarded by the IRS - I prepare every return with the scrutiny of someone who knows how returns are examined.

Individual (Form 1040)

Complex households, self-employment, rental, and investment activity.

Business Returns

Specialized preparations of Forms 1120, 1120-S, and 1065.