Protect Yourself From Unexpected IRS Actions ...

Our Unique Reactive and Proactive Approach Can Help Prepare You For Potential Audit Risks While Alerting You To Potential Adverse Action From The IRS ...

 

Our work begins before the tax season starts

We begin with an Evaluation of your Prior Year's Returns ... Prior to the start of the tax preparation process, we download your IRS transcripts for the three (3) prior years to help you prepare for the tax preparation process. This helps us to ...

After You File ...

Accounting Monitoring ... We continually monitor your IRS tax account to identify pending actions such as changes on your account to identify Audits, Liens, Collections, Significant Balance Changes, Compliance and more ...

When We Discover Transcript Flags ...

Resolution Guidance ... Often, the remedies are quite simple, involving a short conversation with the IRS or the submission of some documents to support a position taken on the return. Regardless, when we identify potential IRS compliance issues, we will advise you with appropriate steps to take to get to a successful resolution ...

Your subscription is managed by Gary J. LaRoy, Enrolled Agent and NTPI Fellow ...

What is an Enrolled Agent...

Enrolled Agents (EAs) are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.

What is an NTPI Fellow ...

In order to enroll in the National Tax Practice Institute (NTPI), your tax professional must be an enrolled agent*, CPA or attorney. These are the only three professional groups that have full rights of representation before IRS. That means that not only can they speak directly to the IRS regarding your taxes without you being present, they can represent you in an IRS audit, collection or appeal. If you find yourself in tax trouble, you’ll want one of these professionals by your side.
NTPI Fellows have completed a stringent, three-level program of study that covers all facets of representing clients before the IRS. They have learned to guide their clients through the often challenging maze of IRS codes, internal regulations and agency structure.