As a CPA, Antonio Perez is authorized to represent you before the IRS and the Florida Department of Revenue. From the first notice through the final agreement, you deal with us and we deal with them.
Representation from the audit notice through the final determination, with you kept out of the room.
Once we have a power of attorney on file, the auditor communicates with us. We review what's being examined, organize the documentation, prepare the responses, and attend the meetings. The goal is to resolve the issues in the audit on the best available terms and to keep the scope from expanding.
If we disagree with the result, we handle the appeal.
Get current with the IRS and the State, in the right order, with the least damage.
The IRS generally requires the last six years to be filed to be considered compliant, though the specific years depend on your situation. We gather the records (including the income the IRS already has on file for you), prepare the missing returns, and file them in the sequence that minimizes penalties and sets up any resolution that follows.
If the IRS has already filed a substitute return for you, we replace it with an accurate one, which usually reduces the balance substantially.
Request removal of failure-to-file, failure-to-pay, and deposit penalties, and the interest on them.
Two main paths exist: first-time abatement, which the IRS grants administratively to taxpayers with a clean prior three years, and reasonable cause, which requires showing the circumstances (illness, disaster, reliance on bad advice, records destroyed) that caused the failure. We identify which applies, prepare the request, and appeal if it's denied.
Penalty relief is frequently overlooked. It's worth reviewing any balance you've been paying on.
Settle a tax debt for less than the full amount when you cannot realistically pay it.
An offer in compromise is not a negotiation over how much you'd like to pay; it's a formula based on what the IRS determines it could collect from your income and assets. We calculate your reasonable collection potential before anything is filed, so you know whether an offer is realistic and what amount is likely to be accepted.
If an offer makes sense, we prepare the application, financial statements, and supporting documents, and handle the examiner's questions through acceptance.
A monthly payment plan with the IRS or the State that you can actually afford.
The IRS offers several payment plan types, from streamlined agreements that require no financial disclosure to partial-pay agreements where the balance may expire before it's paid in full. We determine which you qualify for, prepare the financial information if required, and set the payment at a level that doesn't put you back in the hole next April.
Where possible we structure the agreement to avoid liens and keep your business accounts untouched.
Pause IRS collection when paying anything would leave you unable to cover basic living expenses.
When the IRS agrees you can't pay, it places the account in currently not collectible status: no levies, no payment demands, though interest continues and the balance remains. The ten-year collection statute keeps running in the meantime, and for some taxpayers the debt expires before their circumstances change.
We prepare the financial statement that supports the request and handle the IRS contact, including releasing any levy already in place.
Relief from tax, penalties, and interest caused by a spouse or former spouse's errors on a joint return.
A joint return makes both spouses fully liable for the whole balance. Three forms of relief exist (innocent spouse, separation of liability, and equitable relief), each with its own requirements and deadlines. We evaluate which applies, prepare Form 8857 with the supporting narrative and documentation, and represent you through the determination and any appeal.
These cases are sensitive and fact-driven, and they are handled with discretion.
Your right to a hearing before the IRS levies or after it files a lien, and the chance to propose an alternative.
These notices come with a 30-day window to request a Collection Due Process hearing. Filing the request stops the levy and moves the case to the IRS Independent Office of Appeals, where we can propose an installment agreement, an offer, hardship status, or challenge the liability itself in some cases.
Missing the 30 days doesn't end your options, but it narrows them, so we move fast when these letters arrive.
Tell us where things stand and we'll map out the next step.
