This is your most important step. It is an expanded version of the One Hour Tax Plan.
Much of the difficult work in tax problem resolution happens here. Until your examination, collection, appeal, or back tax situation is reviewed by a representation professional, you don't know the best approach.
We learn about your unique history, ask probing questions, and review your situation. Then we research and quantify your tax exposure and design a strategy for you.
You will review a written action plan. The plan can be implemented by you, by Smarter Tax Solutions LLC or by another tax professional.
Keep you taxes as low as possible by
1) avoiding penalties and interest
2) timing your major tax events.
Are you reviewing your retirement accounts? Adding solar panels? Deciding when to pay estimated state taxes?
Or use our contact form.
NEWS and ACTION LIST
Whenever you are contacted by the IRS whether in person, phone or mail, please contact us. We are your protection.
Alimony Audits: The IRS is sending letters asking for proof of alimony paid. Why? The $2.3 billion in deductions without corresponding income.
By Appointment, please