Tax Solutions for Accounting Professionals
Are you a bookkeeper or accountant that has a client with IRS problems?
Do you wish you had a tax expert in the back office to deal with the IRS?
Are you afraid of losing your client to a tax professional?
Are the PTIN requirements keeping you up at night?
Do your clients have tax problems and the IRS wont take your calls?
If you answered yes to any of these questions, take a breath and relax, we have a business solution for you.
We love partnering with other accounting professionals in order to clean up client tax issues. We don’t want to steal your clients, far from it. We want to get your client’s compliant and make you look good at the same time.
- Tax preparation
- Resolving IRS problems and other taxing authorities
- OICs and negotiating with taxing authorities
Many bookkeeping professionals are concerned with the new PTIN testing and education requirements and feel overwhelmed with yet another educational and licensing requirement in their business. We can help.
You continue the relationship with your client; we take care of the tax issues.
As an unenrolled preparer, you are limited in tax services you can offer your clients. As an Enrolled Agent, Lori helped a client of mine in negotiating payroll and income taxes due the IRS, saving my client 80% of the balance due. Lori was able to negotiate with the IRS where I was not, and kept me and my client informed of negotiations. Lori is a great trusted source to turn to when I find my clients need more assistance than I can provide.