Trusted Tax Advisors for Individuals
If you struggle to do your own taxes or are dissatisfied with the one-size-fits-all approach used by many walk-in tax planning services, then talk to us. We are experts in tax planning for individuals and can help you mitigate any potential tax liabilities.
Our principal, Leonard Steinberg, is a Federally licensed Enrolled Agent. As an EA, Leonard has earned the designation of representing and advocating for taxpayers before all administrative levels of the IRS for audits, letters of inquiry, appeals, offers in compromise, and installment agreements.
In addition to tax planning, we offer mediation and settlement services and, when necessary representation for Tax Court.
How the IRS Contacts You
There are many scams going around, where people think they have been contacted by the IRS by phone or email. Save yourself needless worry. Remember: the IRS will never contact you by email or phone. They will only contact you with a letter sent by the U.S. Mail. If you receive a phone call or email purportedly from the IRS – it is a SCAM.
As soon as you get notified by the IRS in writing – contact us immediately at 609.448.0384. We can help you resolve the issue.
Learn more
Small businesses, nonprofits, and individuals rely on us for the expert advice and services that allow them to focus their time and energy on achieving their financial and personal goals. In addition to tax planning, we offer accounting and bookkeeping, management consulting and financial services. We also provide estate administration and bankruptcy services. Contact an advisor today to learn more.