The Tax Place

A good deal of the work here starts after something has gone wrong with the IRS. Returns that were never filed, back taxes, payroll tax problems and the liens and wage garnishments that follow are all taken on, with the resolution sought through a payment plan, an offer in compromise or innocent spouse relief. Estate work is the other steady thread: estate, gift and fiduciary returns, trust administration, and revisiting a family's plan as circumstances shift. Business clients can hand over the bookkeeping and payroll, and succession planning is offered to owners thinking further ahead. Cryptocurrency accounting sits somewhat apart from the rest of the practice. QuickBooks setup is available for smaller companies. Construction, dentistry, hospitality and law firms are among the industries served. Documents move by secure upload and a client portal, and the first consultation is free.