Built for CPAs, EAs, accountants and financial professionals who want to refer IRS audits, collections, or appeals work they don’t specialize in — without losing their client’s trust
We specialize in complex IRS matters — including audits, collections, and appeals. When you refer a client, we’ll take it from there: our team will contact them directly, handle the IRS issue with precision and care, and keep you in the loop every step of the way. You can choose to stay involved, receive updates, or have the client returned to you once the matter is resolved. This isn’t a rev share arrangement — it’s simply a trusted place to send clients when IRS representation falls outside your scope. We only want to take on the work if you believe it’s the best option for your client.
IRS audits
IRS collections (liens, levies, wage garnishments, and payment plans)
IRS appeals (audit reconsideration, CDP hearings, and penalty abatement)
Ability To Retain Client’s Trust Without Taking On IRS Audits, Collections, or Appeals Yourself
Reduced Risk of Mishandling Complex IRS Matters or Triggering Additional Issues
Confidence Knowing Your Client Is in the Hands of a Tax Attorney, CPA, and EA Who Specializes in IRS Controversy
No. We respect your relationship with your client. You can choose to stay involved, receive updates throughout the engagement, or have the client returned to you once the IRS issue is resolved. We’re here to support — not replace — you.
Yes, we work remotely with clients across the U.S. and globally. Our team is equipped to handle IRS matters regardless of location.
Simply fill out the short form on this page to be a call. We’ll take it from there — contacting the client, handling the matter, and keeping you informed as requested.
No — we don’t offer rev share. Our goal is to support your client only when you believe we’re the best fit for their tax needs. We want every referral to come from a place of trust and alignment, not financial incentive. Think of us as a resource when the work falls outside your scope, not a revenue stream.