Tax returns, catching up on past years, and IRS help nationwide, from a CPA and former IRS auditor.
Texts are welcome. I'll call you back.
Heather Seat, CPAWA CPA License #50082 · Former IRS Revenue Agent
Want help all year? Monthly packages combine tax planning, your tax returns, and a CPA on call, built around what your business needs so you never pay for services you don't use. I work alongside your bookkeeper, so your books stay with you. Book a free intro call
Got a letter with a date on it? Deadlines in an IRS notice are real, and some of them cannot be reopened once they pass. Book a free intro call
Tell me what's going on. Nothing to gather and nothing to send yet.
A written scope and quote before the work begins. No surprise hourly bills.
Documents go through a secure client portal once we're engaged, and you know who to call when something comes up.
Yes. The first intro call is free, and you don't need your documents gathered or your questions figured out first. That's what the call is for. If it turns out to be a fit, you get a flat fee in writing before any work starts.
Full answer →You get a flat fee in writing before any work starts, with no hourly billing and no surprises. For a tax return, the quote is built from what your return actually involves, so you're not paying for complexity you don't have. Monthly package clients pay one flat monthly fee, based on what they need.
Full answer →That's the normal starting point, not a problem. However far behind you are, we'll work out what has to be filed first. My job is to meet you where you are: get your returns caught up, respond to any notices or audits, and get you current on your filings.
Full answer →Usually not. Once you sign a power of attorney authorizing me to act for you, the auditor deals with me, and in most audits you're never in the room. The IRS can require an interview, and if it comes to that, I prepare you properly beforehand and I'm there with you.
Full answer →
I spent seventeen years auditing small businesses and self-employed people as an IRS auditor, and more than a decade teaching other auditors how to do it. I know what a notice actually says, and what a record has to show.
Now I prepare returns and work with taxpayers nationwide on IRS letters, audits, balances, levies, liens and unfiled returns, myself. Not a call center or a salesperson.
Tell me what's going on. A few lines is enough, and the first intro call is free.
Texts are welcome. I'll call you back.
