♠ A.C.E. EFFECTIVE I. R. S. Defense.
- ♠ ACE (IRS acronym) for
- Attorneys,
- Certified Public Accountants, &
- Enrolled Agents
The Professionals Qualified to practice before the IRS.
We Represent & Advocate for Clients before the Internal Revenue Service.
Our firm offers Select Services to I. R. S. Troubled Individuals and Businesses, and as a small firm, we offer our Clients personalized, quality service.
Below, we have listed some services we offer to our Clients, both locally, in the NW Florida Panhandle, where we represent Taxpayers from Panama City, Niceville, Defuniak Springs, Shalimar, Destin, Fort Walton Beach, Navarre, Pensacola, and the other cities and towns in Okaloosa, Walton, Bay, Santa Rosa, & Escambia Counties in Florida, plus Clients in Alabama and Georgia, and even Texas in America plus a Doctor in Cuba and an Evangelist in Colombia.
The list below is not all-inclusive, so feel free to inquire about a service if you do not see it listed.
Call
(850) 581-0055
To Schedule a FREE Initial
CONSULTATION!
_TAX REPRESENTATION & Preparation Services
TAX DEFENSE - I.R.S. (& States)
During my many years of experience in the I.R.S., and as a now Retired Internal Revenue Service Agent, Manager, Large Case Manager, and I.R.S. Appeals Officer, I have encountered many situations, both Civil and Criminal, including Title 18 Tax Fraud cases especially while working under the United States Department of Justice (DOJ).
I performed Litigation Support, assisting the U.S. ADA (Assistant District Attorney) assemble cases resulting in an approximately 97% sucessful prosecution rate, thus am intimately familiar with what cases are likely to be accepted for prosecution, and which elements might cause them not to be.
Based on my many years of I. R. S. Training & Experience, I know what is required of each:
- Audit Division Correspondence Auditors, Revenue Agents, Office Auditors, Tax Compliance Officers and and their Managers,
- Collection Division Revenue Officers and and their Managers,
- Taxpayer Advocate Service Taxpayer Advocates and their Washington D.C. Manager, Nina OLSEN.
- Appeals Division Appeals Officers and their Manager
Our other C.P.A. has worked with us for over two decades, and performed Client Representation work up to and including the I. R. S. Appellate level, where they determine whether the case warrants prosecution or not, attaining highly favorable results for our Clients.
Our "Claycomb ANGELs" are Intelligent, Diligent, Hard Working, with the Senior Angels being highly experienced.
Tax Defense is up to 85% of our business. Logic tells you that you are more likely to achieve better results employing an firm that concentrates almost exclusivelly in the Tax Defense niche, instead of even a good CPA firm that just does them occassionally.
We can ensure that if we accept your case, you will receive strong, experienced representation before the Federal and/or State Taxing Authorities.
TAX Planning & Preparation
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual, a multi-tiered partnership, a Corporation or LLC or LLP, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our clients with the taxation expertise and knowledge that they deserve throughout the year.
Tax services offered include but are not limited to:
Tax planning & return preparation
- - Individuals - Corporations - Partnerships - LLCs/LLPs
- - Tax effects of buying/selling a business.
- TAXING AUTHORITY REPRESENTATION.
MANAGEMENT Advisory Services/CONSULTATIONS
M.A.S. a/k/a CONSULTATIONS
Due to our diverse experience through the years both working for the I.R.S. and in Public Practice, we have encountered a wide array of financial and tax issues.
As a result of our experience over the years in numerous specialized areas, some select ones which are listed below, we believe our ability to provide a variety of said services reflects our versatility and competency, as well as our dedication to quality client service.
- Accounting software selection and implementation
- Business valuations
- Mergers & acquisitions or Buying/selling a business
Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as:
- tax considerations;
- product/service compatibility;
- competitive tactics and position;
- financial impact; and
- cash flow considerations.
- Type of entity selection:
- Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative.
- We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.
- Asset protection
- Go To our FRAUD & Forensics Section, the FRAUD Prevention & Detection portion.
- Bankruptcies
- Filing for bankruptcy is a serious and involved process with many legal and tax issues.
- Our firm is familiar with the complexities of the bankruptcy filing system,
- the constraints for potential Federal Tax Return liabilities foregiveness, and
- can prepare documents &/or schedules for Court submission by your Bankruptcy Attorney.
- Litigation support.
- Go To our FRAUD & Forensics Section.
- Expert witness services:
- Go To our FRAUD & Forensics Section.
Even the most qualified managers can benefit from competent, objective feedback.
We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The listed items are just a few of the areas in which we provide consulting/MAS services:
Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them.
The financial statements produced can be a useful tool for management for making financial decisions.
FRAUD & FORENSICs
EXPERT Witness
Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the Court.
While we have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages, and our level of competence allows us the opportunity to function as Expert Witnesses in such cases.
CIVILLY it involves the quantification of economic damages pursuant to existing or pending litigation using Accounting and Auditing techniques.
CRIMINALLY it also involves the logical presentation of the evidence in such a manner that a lay jury can understand the alleged violations, then expressing an opinion as to the underlying intent based on the facts presented.
I was selected five (5) times as Expert Witness for Department of Justice's I.R.S. Strike Force cases, with:
- One case I helped develop, which despite my life being threatened by his family, in front of the Federal trial Judge, resulting in the incarcerating of the Mafia's largest fence in the New York, Miami, San Francisco triangle;
- Another case (because of the concern of pervasive corruption within the NYC legal system ranks) resulting me being flown as an expert witness to New York City to testify, where I was turned out at 2 a.m.the morning of the trial, Unarmed, White, dressed in a business suit, in Harlem where even the cab drivers will not go at night.
- When I survived, carefully stepping over a trench coated body laying at the mouth of the subway system's Courthouse exit, showing up in Court the next morning, the obviously surprised Attorneys quickly talked with the Defendant, and then agreed to a "plea bargain".
FORENSIC Accounting
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation.
Our damage measurement methods may determine the extent of financial loss and illegal accounting practices.
FRAUD Prevention & Detection
We use accounting and auditing skills, in addition to those skills acquired while working for the U.S. Department of Justice in Miami, to provide an analysis of financial records in conjunction with fraud and theft investigation.
Our damage measurement methods may determine the extent of financial loss and illegal accounting practices.
ACCOUNTING Services
AUDIT Services
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.
Audits differ from reviews and compilations, as they are an intensive examination utilizing Accounting and Auditing skills regularly updated through Continued Professional Education to Certified Public Accounting standards, of your company's systems and records providing the highest level of assurance.