Serving the Greater Houston area and surrounding communities
Specialized IRS Representation for Tax Preparers & EROs
You’ve spent years building your reputation and your firm. When IRS investigations, PTIN suspensions, or ERO sanctions threaten your livelihood, you need a defense that understands the nuances of Circular 230 as well as you do. Based in Houston and serving tax professionals nationwide, we provide elite-level representation and risk mitigation to keep your credentials secure and your practice compliant.
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Our Roadmap to
Professional Practice Protection
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Confidential Case Evaluation
In this initial consultation, we conduct a high-level review of the inquiry, investigation, or sanction notice you’ve received. We’ll discuss the timeline, the specific regulatory bodies involved (such as the Office of Professional Responsibility or the Return Preparer Office), and the potential impact on your PTIN or ERO status.
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Investigative Discovery & Risk Assessment
This step involves reviewing the specific client files or internal procedures that triggered the scrutiny. We identify where the “due diligence” gaps might exist and provide you with a candid assessment of your exposure under Circular 230 and other statutory requirements.
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Strategic Engagement & Advocacy
If we determine our expertise is the right fit for your defense, you will formally retain us through a specialized engagement letter. We will immediately file the appropriate Power of Attorney (Form 2848) or Tax Information Authorization (Form 8821). From this moment, we become your primary point of contact with the IRS.
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Practice Remediation & Compliance
Before we present our final case to the IRS or administrative body, we work with you to remediate any underlying issues. This may involve updating your firm’s due diligence folders, refining your E-file policies, or undergoing a “mock audit” to prove that you have implemented corrective measures.
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Administrative Resolution & Defense
Once we have built a robust defense and demonstrated remediation, we move to formal negotiations. Whether it’s responding to a Letter 1125 (Revenue Agent Report), appealing an ERO sanction, or petitioning for PTIN reinstatement, we advocate for the most favorable outcome. Our goal is to mitigate penalties, prevent suspensions, and secure an administrative resolution that keeps your practice doors open.
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Practice Preservation & Ongoing Advisory
A successful resolution is only the first step. After the immediate threat is resolved, we help you implement a “preventative maintenance” plan. This includes ongoing advisory services, ethics support, and periodic risk reviews to ensure that your practice remains in good standing and is never vulnerable to the same issues again.
Why Choose Us For Professional Preparer Representation
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Specialized EA defense addressing the unique regulatory pressures tax practitioners face
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Direct advocacy to safeguard your PTIN, ERO privileges, and professional credentials
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Expert navigation of Circular 230 ethics and OPR administrative matters
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Comprehensive remediation to resolve due diligence failures and mitigate practice risk
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Proactive resolution of ERO sanctions, preparer penalties, and IRS investigations
Professional Preparer Representation Services
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Preparer Compliance and Investigation Reviews
: Preparer Compliance and Investigation ReviewsA tax preparer investigation or compliance review is a serious threat to your professional license and business. Based in Houston and serving preparers nationwide, our firm specializes in defending against IRS due diligence audits, Circular 230 investigations, and PTIN-related inquiries. We provide expert representation for Letter 6199 and 6222 responses,…
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Preparer Due Dilligence Audit Representation
: Preparer Due Dilligence Audit RepresentationAn IRS Due Diligence Audit is a high-stakes review of your professional judgment and record-keeping that can lead to six-figure penalties and the loss of your PTIN. Based in Houston and representing preparers nationwide, our firm specializes in defending tax professionals against IRC § 6695(g) assessments. We manage the entire…
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PTIN Suspension, Revocation and Renewal Issues
: PTIN Suspension, Revocation and Renewal IssuesA valid PTIN is the foundation of your tax practice, yet thousands of professionals face suspension or renewal blocks every year due to tax compliance issues and identity verification hurdles. Based in Houston and serving clients nationwide, our firm specializes in resolving PTIN suspensions, revocations, and complex “ID.me” renewal errors.…
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ERO Sanctions
: ERO SanctionsAn ERO sanction or EFIN suspension can instantly shut down a tax practice by rejecting every return you attempt to file. Based in Houston and serving tax professionals nationwide, our firm specializes in defending EROs against IRS proposed expulsions and suspensions. We handle the critical 30-day administrative appeal process, defend…
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IRS Responses and Penalty Abatement
: IRS Responses and Penalty AbatementIRS penalties can turn a manageable tax balance into an insurmountable debt, adding up to 25% or more to your bill. Based in Houston and serving clients nationwide, our firm specializes in IRS response management and penalty abatement. Whether through First-Time Abatement, Reasonable Cause defenses, or Statutory Exceptions, we provide…
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Appeals and Administrative Resolution
: Appeals and Administrative ResolutionWhen an IRS audit or collection action results in a disagreement, the IRS Independent Office of Appeals offers a strategic, private, and cost-effective alternative to a public courtroom battle. Our firm specializes in navigating the complex pathways of Collection Due Process (CDP) and Collection Appeals Program (CAP) hearings to protect…
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Circular 230 Guidence and Ethics Support
: Circular 230 Guidence and Ethics SupportNavigating Treasury Circular 230 is about more than just compliance; it’s about protecting your professional reputation and your right to practice. We provide nationwide guidance on ethical tax standards, from ensuring diligence in filings to managing complex conflicts of interest. We help CPAs, attorneys, and Enrolled Agents meet the rigorous…
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Ongoing Advisory and Preventative Services
: Ongoing Advisory and Preventative ServicesTrue tax savings happen in July, not just April. Our Houston-based firm provides nationwide advisory and preventative support to help you move beyond simple tax preparation into proactive, strategic planning. We act as your year-round partner, identifying tax-saving opportunities, managing complex business transactions, and mitigating risks before they become costly…
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Compliance Remediation and Risk Mitigation
: Compliance Remediation and Risk MitigationProtecting your tax practice requires more than just knowing the tax code; it requires a robust defense against internal and external risks. Our Houston-based firm provides Compliance Remediation and Risk Mitigation specifically for tax professionals nationwide. Whether you need to resolve ERO sanctions, remediate due diligence failures, or implement a…
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Is Your Professional License or Practice Under IRS Scrutiny?
Our professional representation services are built for tax experts who need a specialized defense against IRS investigations and administrative sanctions. Whether you are navigating a PTIN suspension, facing ERO sanctions, or responding to an OPR inquiry, we provide the expert advocacy needed to protect your credentials and your livelihood. We stand directly between you and the IRS, managing the technicalities of Circular 230 so you can focus on serving your clients with peace of mind.
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Expert Preparer Representation in Houston
Protecting Your PTIN and Professional Credentials
When the IRS sends a notice of suspension or questions your fitness to practice under Circular 230, it can feel like your entire career is being called into question. You shouldn’t have to navigate the Office of Professional Responsibility (OPR) or the Return Preparer Office (RPO) without an expert in your corner. We specialize in identifying the root of the compliance issue, whether it’s personal tax debt, administrative errors, or conduct allegations, and fighting to keep your credentials active. Acting quickly is the key to preventing a temporary inquiry from becoming a permanent career change. Contact us today to safeguard your right to practice.
Defending Your Practice Against Due Diligence Audits and ERO Sanctions
An IRS Due Diligence Audit (often triggered by Letter 4858) is far more intrusive than a standard taxpayer examination. When agents begin scrutinizing your internal client files and questioning your Electronic Return Originator (ERO) status, the pressure to prove compliance is immense. Many preparers don’t realize that a single oversight in record-keeping can lead to crippling penalties or total expulsion from the E-file program. Our team steps in to manage the audit, review your “knowledge of error” procedures, and advocate for your firm’s right to continue operating. Book your consultation today to stop a procedural audit from derailing the practice you’ve spent years building.
FAQs About Professional Preparer Representation
We are here to answer all of your questions with complete transparency and honesty. If you have any specific questions, feel free to contact us anytime and we’ll get back to you as soon as possible.