Businesses
Representation
When a business is contacted by a taxing authority, how the matter is handled can significantly affect the outcome.
Our representation services provide experienced, strategic support for businesses facing audits, notices, compliance issues, or collection matters at the federal, state, or local level.
We manage communication, evaluate exposure, and pursue resolution—allowing business owners to remain focused on their operations.
Experienced Advocacy When It Matters
Tax matters involving government agencies require precision, professionalism, and a clear understanding of process. While many issues are administrative in nature, unresolved matters can escalate quickly if not handled properly. Our role is to assess the situation, determine the appropriate response strategy, and engage with the taxing authority on your behalf.
We evaluate underlying accounting, filing history, and operational factors to ensure responses are accurate, defensible, and aligned with long-term objectives.
Representation Services
We represent businesses in various financial situations, including:
- Taxing Agency Audits/Exams (corporate, sales and use tax, payroll)
- Multiple Years of Unfiled Returns
- Delinquent Tax Filings (sales and use tax, payroll)
- Workers’ Compensation Audits
- Personal Property Tax Declarations
- Collections
- Liens and Levies
- Dispute Resolution
- Collection Matters & Installment Agreements
Integrate With Other Services
Effective representation is not reactive – simply responding to notices—it requires understanding the broader context of the business, identifying risk, and choosing the appropriate course of action.
Where appropriate, we coordinate representation with tax planning and advisory services to prevent recurring or ongoing issues.
Who We Serve
Our representation services are best suited for businesses that:
- Have received IRS, state, or local tax correspondence
- Are undergoing an audit or examination
- Are facing compliance or collection concerns
- Want experienced, professional representation
- Prefer a strategic, measured approach
We do not take a one-size-fits-all approach. Each matter is assessed independently and handled with care and discretion.
Engaging for Representation
To begin representation, we typically request:
- A copy of the notice or correspondence received
- Relevant tax documentation for the year(s) involved
- A brief explanation of the circumstances
- A signed Power of Attorney (IRS Form 2848)
Once engaged, we handle communications with taxing authorities directly—allowing you to focus on moving forward.
