IRS letter on your desk?We take over contact with the IRS.IRS Audit RepresentationExams, appeals, collections, penalty reliefBusiness TaxPlanning and compliance for mid-size companiesIndividual & Family TaxHigh-net-worth, multi-state and cross-borderOffshore Disclosure & SDOPFBAR, PFIC and Streamlined filingsTaxpayer Rights in an IRS AuditYour rights, step by stepAudit & AssuranceAudits, reviews, 401(k) plan auditsGovernment Contracting8(a), DCAA, incurred cost submissionsMergers & AcquisitionsDue diligence, QoE, valuations
Government contractorsDCAA, rates and incurred costGovernment Contractors & TechnologyIT, professional services, federal primes and subsReal Estate & ConstructionOwners, developers, contractorsMedical Practices & ClinicsPhysicians, urgent care, clinics, dentalHealthcare StaffingTravel nurse, allied and per diem agenciesRestaurants, Retail & HospitalityFranchises, multi-unit, hotels, e-commerceSoftware & SaaSRevenue recognition, sales tax, R&DRestaurantsTip credit, payroll and sales taxRealtors & AgentsCommissions, S corp and deductionsStaffing & IT CompaniesIT staffing, software, multi-state payroll
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We use AI tools to organize documents, extract data from statements and draft first-pass analysis, so our professionals spend their time on judgment, planning and review. Every return and report is reviewed by our team before it reaches you.
Serving United States, Virginia, Washington, DC, Maryland.
What we handle
AI is good at repetitive, document-heavy work: reading bank and brokerage statements, sorting transactions, matching documents to checklists and drafting summaries. That means faster turnaround, fewer missing-document follow-ups and more time for planning conversations.
AI does not sign returns or give advice. Our professionals review the work, apply the tax law to your facts and remain responsible for every deliverable under Circular 230 and professional standards. Client information is handled under section 7216 confidentiality rules and our data security program.
Speak with an advisorWhere we help
AI output is a draft; our team reviews and owns the result.
Information is used only to serve you, under section 7216 and our security program.
Faster intake and preparation shorten turnaround times.
Time saved goes into planning and questions you care about.
Our approach
A senior advisor reviews your facts and documents.
Scope, fees and timeline in an engagement letter.
Returns, elections and forms prepared and reviewed.
IRS contact and planning all year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
AI helps organize documents and draft parts of the work, but our professionals prepare, review and stand behind the return.
Client information is handled under IRS section 7216 confidentiality rules and our data security program, and used only to provide our services.
It makes routine work faster, which helps us keep fees predictable and spend more time on planning.
Yes. See our AI-powered CFO and bookkeeping services.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
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Learn moreStart a conversation
Tell us what you're facing. A senior advisor will reply within one business day with a clear next step.