About
We specialize in Tax Resolution. If you have a tax problem we are a professional firm that only works with clients like you. We are not distracted by annual tax preparation as we focus on your case. Joe is a Retired US Marine and has been working in taxes since 2005. He knows how to negotiate with the IRS to help save you money. We are not a huge firm where you are just a number, we offer a personal approach.
I love helping people solve their tax issues and keep more money in their pockets. We can all agree that the government does not know how to spend our money so we can keep it in our clients' hands so they can spend it how they want.
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Wesley S.
Frequently asked questions
What is your typical process for working with a new customer?
We can set up a virtual meeting to verify your identity or we can meet in person.
What education and/or training do you have that relates to your work?
I am an Enrolled Agent licensed by the IRS. I also have an MBA and a Masters in Management besides my undergrad education in Accounting. I have over 25 years of experience as an accountant and auditor.
Do you have a standard pricing system for your services? If so, please share the details here.
For IRS or State Audits, there is an evaluation fee and then a compliance fee for service. We will quote you the full price whenever possible based on our 30 min Tax Resolution Strategy Session and the information you provide. We only split the fee if you do not have enough information for us to give you a full quote or if the information you provide initially is not accurate.
How did you get started in this business?
We started in 2006 after the owner Joe worked as a California Registered Tax Preparer for H&R Block from 2004 - 2006. After working for the H&R Block corporate office in Oceanside and seeing the high prices they charged, Joe went out on his own. Then after doing annual returns for a few years Joe moved to Tax Resolution.
What types of customers have you worked with?
Everything from individual clients to Corporations. For OIC, Payment Plans, Penalty abatements, etc. We have represented Corporations and Individuals in front of the IRS.
Describe a recent event you are fond of.
We helped a client with an audit and was able to save him over $120,000 in taxes and penalties.
What advice would you give a customer looking to hire a pro in your area of expertise?
Price is not everything. We will be there for you.
You get what you pay for.
What questions should customers think through before talking to pros about their needs?
What is their experience in resolving tax issues? Is this all they do they specialize in or just dabble in resolution and do not do this every day?
Are they qualified to resolve your tax matters should questions occur?