IRS Representation
IRS Representation in Alamo Heights, TX
An Enrolled Agent is licensed by the IRS itself to represent taxpayers in all 50 states. I hold that licence along with my CPA, so I can stand in front of the IRS on your behalf, not just prepare the return.
What an Enrolled Agent can do that a preparer can't
Preparing a return and representing someone in front of the IRS are two different authorities. A CPA licence comes from a state board. An Enrolled Agent licence comes from the IRS itself, and it's what lets a practitioner speak for a taxpayer during audits, collections and appeals, in any state in the country. I hold both, from the same office on Broadway in Alamo Heights, which means the person who built your return is also the person who can answer for it if the IRS has questions. That covers audit representation, responding to IRS notices and letters, collections cases, formal appeals, and getting caught up on back taxes and unfiled prior years.
If a notice just arrived
Send it over as soon as you get it. Most IRS notices carry a response window, and the options for handling a case narrow once that window closes. Don't wait to see if it goes away on its own, and don't assume the worst before we've read it together. I'll tell you plainly what it says and what it means for you.
I hold both the CPA licence and the IRS Enrolled Agent licence, which is what authorises me to represent clients before the IRS in all fifty states. I've practiced from this Alamo Heights office since 2010.
Enrolled Agent authority
Four situations where representation matters.
Audits
I attend the audit with you, or in your place if you'd rather not be in the room, and answer the examiner directly on the return. We stand by our work and can represent you through the entire audit process.
Notices and letters
Every IRS notice has its own code and its own clock. Send it to me as soon as it arrives so we know what it's actually asking for and how long we have to answer it.
Collections
Liens, levies and wage garnishment threats get worse the longer they sit unanswered. I contact the IRS directly on your behalf and work out what response the situation actually calls for.
Appeals
If you disagree with an audit result or a collection decision, there is a formal appeals process inside the IRS. I've represented clients through it and know how it's argued.
Which resolution option fits your situation
If you owe the IRS money, there is more than one way to resolve it, and which one fits depends on the balance owed, your income, and why the debt built up in the first place. I don't quote a single fix before I know those details.
Installment agreements
A monthly payment plan with the IRS, structured around what you can actually afford to pay each month.
Offers in compromise
A settlement for less than the full balance, available to taxpayers who meet the IRS's own criteria for it. Not everyone qualifies, and we'll be honest with you about whether you do before filing one.
Penalty abatement
Requesting that penalties, though usually not the underlying tax itself, be reduced or removed where there's reasonable cause for the late filing or payment.
Timelines vary by case. Some resolve in a matter of weeks. Others, especially ones involving several years of unfiled returns, take longer to work through properly. I won't promise a specific outcome before I've seen the full picture, and I'd be wary of anyone who does.
Got a letter from the IRS? Send it over first.
Call or send me the notice and I'll tell you plainly what it says, what it means, and how much time you have to respond.