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Let us take on the worry so you don't have to. 

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Tax Advocacy Services - IRS Audits

Receiving an IRS audit notice can be scary. Notices from the federal and state government may vary ranging from CP2000 notices which informs you of unreported income or other notices which informs you of past-due taxes or unfiled tax returns. If you’ve received a notice and are unsure of what to do, your first step is to contact your accountant before responding or making any tax payments. Our main goal is to provide you with peace of mind.


We will help to:

  • Review the IRS notice and explain why you are being audited

  • Re-assess your initial tax return to see what was missed or wrongly claimed on your initial tax return

  • Research other tax benefits that could potentially reduce your tax liabilities

  • Respond to the IRS

  • Assist with determining the right payment options for you if there is a tax liability

Tax Advocacy Services - IRS Audits

Estimated Quarterly Taxes

Estimated quarterly taxes are payments for taxes on income that are not subjected to withholding taxes. This includes income from Self-Employment, Rental Income, Royalties and Shareholders or Partners with K-1. The IRS requires taxpayers to make payments in four equal installments if the taxpayer estimates a tax liability at the end of the year. Failure to make these estimated payments may subject you to writing a bigger check to the IRS for penalties and fees.


You need to make estimated payments if:

  • You will owe at least $1,000

  • Your withholdings are less than 90% of your current year tax or less than 100% of your prior year tax payments (110% for filers with AGI of $150,000 or more)

Estimated Quarterly Taxes

Tax Planning

Our tax planning services are tailored to our high-net worth taxpayers and business owners seeking to optimize value for money. We take a 360 view of your financial footprint, financial obligations, and life goals to develop the right tax planning strategies for you. 

Tax Planning
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