How an Enrolled Agent Can Help You Navigate the IRS

When to Call an EA (Common IRS Situations)

• Notices: CP14 (balance due), CP2000 (underreporting), CP504/LT11 (levy warnings)
• Audits: Correspondence, Office, or Field exams
• Collections: Liens, levies, wage garnishments, passport issues
• Back taxes: Unfiled returns, transcript cleanup

• Payment plans: Streamlined, partial-pay, or short-term
• Offers in Compromise: Doubt as to collectibility/LI
• Penalty relief: First-Time Abate & reasonable cause
• Innocent Spouse: Relief & separation of liability

Note: Florida has no state income tax, but federal IRS notices still apply.

What an EA Does for You

• Power of Attorney (Form 2848): We speak to the IRS so you don’t have to
• Transcript analysis: Accounts, penalties, interest, compliance checks
• Strategy & documentation: Build a defensible file for the IRS
• Resolution filing: IA/OIC/CNC, penalty abatement, lien/levy release
• Future-proofing: Estimates, withholdings, entity and payroll planning

Our IRS Resolution Process

1. Discovery (30 min): Goals, risk, and timeline
2. Authorize & Pull Transcripts: Form 2848/8821, account review
3. Compliance: File missing returns and set up estimated payments
4. Resolution: IA, OIC, CNC, lien/levy removal
5. Monitor: Quarterly reviews and withholding/estimate adjustments

Documents to Bring

• Latest IRS letters (front and back if applicable)
• Prior tax returns and W-2/1099/K-1/1099-K
• Bank statements, merchant, and payroll reports
• Proof for claimed deductions/credits
• Cash flow and debt info to evaluate IA/OIC

Related Services

Explore: IRS Representation, Tax Preparation, Accounting & Bookkeeping, QuickBooks Cleanup, and Controller/CFO.

FAQs

EA vs. CPA vs. Attorney — which one should I choose?

An EA specializes in federal taxes and can represent you nationwide. A CPA covers broader accounting and some also represent clients. An attorney is best for criminal or litigation matters. For most notices and collections, an EA is ideal.

Can we work 100% remotely?

Yes. We use electronic power of attorney, a secure client portal, e-signature, and video meetings. In-person meetings are also available in Tampa Bay.

How is pricing structured?

Flat fee per phase (analysis, compliance, resolution) or full package. Transparent pricing before work begins.

How long does an Offer in Compromise or payment plan take?

It depends on your case and the IRS. We start immediately with power of attorney protection and a strategy to minimize risk while processing.

Ready to Resolve Your IRS Issue with an EA?

 Schedule Consultation