About 30 days after signing up, we’ll schedule your Risk Review.

• You'll receive your IRS Monthly Status Report to keep you informed about critical items, so there are no surprises from the IRS that put your gains at risk.
• Key indicators include tax filing compliance, outstanding balances owed, IRS audit activity, potential refunds, and underreported income notifications.
• View a sample IRS Monthly Status Report.

• Receiving a letter from the IRS can be terrifying, but not to us. Give us a call and we’ll interpret it for you, and if needed, we’ll call up the IRS to sort out what the problem is.
• Have an issue you need to resolve? Haven't filed? Unpaid taxes? Need some additional time to pay? We’ll meet with you, discuss the options available, and develop a strategy to address whatever the issue is.
• Having problems paying off your IRS debts? We understand the many options available and can help determine which one is right for you.

• Keep your focus on the charts while our leading IRS audit indicator monitors your IRS account. 
• It identifies any potential problems and looks for pre-audit alerts.
• We will work with you to determine the next steps to resolve the issues and avoid a potential audit.

• Filing yourself or using online software? Get a detailed review of your self- or software-prepared tax return by our team of experts.
• For just $150, we review your tax return prior to filing, to ensure accuracy and compliance, thus allowing you to avoid many common mistakes that can lead to unwanted IRS scrutiny and audits.

• Under the Bank Secrecy Act, you are required to report specific foreign financial accounts, such as bank, brokerage, or mutual fund accounts, to the Treasury Department annually. This is done by filing a Report of Foreign Bank and Financial Accounts (FBAR) using FinCEN Form 114.
• Not sure if you need to file? We can help you determine your filing requirements and ensure you stay compliant.

• Educate yourself with our comprehensive crypto-focus tax course, designed to help you understand the essentials of good tax filing and strategies to avoid common mistakes that can lead to an audit.
• Filing a complete and accurate tax return is the best first step in preventing an unwanted IRS notice or audit.

• Leverage your annual IRS Wage & Income transcripts to verify that you have reported all of the information provided to the IRS regarding your current year's tax filing.
• This allows you to fix any errors or omissions before they catch the eye of the IRS & manage your risk, potentially avoiding an IRS audit. 

• We’ll schedule a comprehensive annual review to discuss any updates to your financial situation and address any important changes you anticipate in the upcoming year.
• This is the perfect opportunity to evaluate your past tax filings and ensure your compliance status is in good shape for the year ahead.