Stop Guessing. See Exactly What the IRS Sees.

Before we negotiate with the IRS, we need to know exactly where you stand. They often has information you don't like missing 1099s, misapplied payments, or looming deadlines.

I perform a deep-dive investigation into your official IRS account transcripts to identify:

• CSED (Collection Statute Expiration Date): The exact date your tax debt expires by law.

• Unfiled Returns: Which years are actually missing (vs. what you think is missing).

• Assessment Errors: Mistakes in how the IRS calculated your balance.

This analysis let's you consider your best options before you commit to a major case, whether that's an Offer in Compromise, a payment plan, or simply waiting out the statute.

They Have a Team. You Have a Former Agent.

An audit isn't just a review of numbers; it's a legal investigation into your finances. As a former IRS Revenue Agent and WI DOR Auditor, I have conducted the very audits you are facing.

I know what triggers red flags and what auditors can and cannot demand. I handle all communication so you never have to face the government alone.

The Tax System Beyond the IRS.

State auditors can be more aggressive than the IRS. With my background as a Wisconsin Department of Revenue Auditor, I can assist with taxable income audits, sales tax disputes, residency audits, multi-state Nexus issues and more.

Don't Pay for Your Ex's Mistakes.

When you file a joint return, the IRS holds both of you 100% responsible for the tax debt. This is true even if you are now divorced, and even if your spouse earned all the income. This is called "Joint and Several Liability."

You shouldn't have to pay for tax fraud or errors you didn't know about.

I help clients file Form 8857 (Innocent Spouse) to separate your tax liability from your ex's. I also handle Injured Spouse Allocation (Form 8379) to recover your share of a tax refund that was seized to pay your spouse's pre-marital debts (like student loans or child support).

Stop the Seizures. Protect Your Assets.

When the IRS issues a levy, they stop asking and start taking. I negotiate immediate release of levies by setting up alternatives like Offers in Compromise or Partial Payment Plans based on what you can actually afford.

A Fresh Start Done Right.

You’ve seen the ads promising to settle tax debt for "pennies on the dollar." While this is a real program, the IRS rejects the vast majority of applications that aren't prepared correctly.

An Offer in Compromise isn't a negotiation based on sympathy; it is a strict mathematical formula based on your Reasonable Collection Potential (RCP).

As a former Revenue Agent, I understand exactly how the IRS calculates your ability to pay. I analyze your assets and income against the government's "Allowable Living Standards" to construct an offer or payment plan that is compliant, realistic, and has the highest chance of acceptance, giving you a clean slate.

Don't Pay More Than You Have To.

Penalties can often exceed the original tax bill. I analyze your account to see if you qualify for:

• First-Time Abatement: A one-time forgiveness for compliant taxpayers.

• Reasonable Cause: Proving that illness, bad advice, or natural disasters caused your issue.

Get Back in Compliance.

If you haven't filed in years, the IRS may file a "Substitute for Return" (SFR) for you, usually with zero deductions and a massive tax bill. I help you reconstruct your records and file correct returns to replace the government's inflated numbers.

The Most Dangerous Tax Debt.

The IRS can assess the Trust Fund Recovery Penalty, holding you personally liable for business debts. Having worked these cases from the inside, I know how to defend against personal assessments and negotiate plans to keep your business open.

Don't Let Missing Records Write Your Tax Bill.

Incomplete records give the IRS the authority to estimate your income and disallow your expenses. As a former auditor, I know exactly what level of proof the government demands. I use forensic methods to reconstruct your business financial history from the ground up, turning messy or missing data into the defensible records needed to survive an audit.