Are tax problems keeping you awake at night?
For more than three decades, our Sonoma Valley tax resolution firm has specialized in tax problem resolution for individuals and small business.  Once we go to bat for you, you will never have to speak to an IRS agent again.  Our success rate is 94%.
Your solution may be an Offer in Compromise, in which you’ll settle a large tax debt for pennies on the dollar.  Or relief may be obtained by being deemed “Currently Not Collectible”.  The IRS will leave you alone until your situation changes and you are able to resume payment.  Perhaps we can set you up on an installment agreement with the IRS or your state taxing agency to conquer the debt. If you find yourself under audit, we will represent you and strategize with you to minimize the impact.  Haven’t filed your taxes in many years?  We can prepare your income tax returns and help you safely reenter the system.  If your spouse ran up a huge tax bill and left you with it, you may qualify for Innocent Spouse Relief. The debt will be removed from your name and your credit report.


For individuals and small business. You will be in good hands with our staff of professionals who specialize in small business and real estate matters. Tax planning services take the surprise out of April 15.


Data entry, checkbook reconciliation, compilation and preparation of financial statements and tax reports. Complete payroll services are also available.


if you would like to do it yourself. Review services provided.

Latest Posts.

Summary of Proposed Tax Reform

September 27, 2017

The Department of the Treasury today provided a brief outline of Trump’s proposed tax plan. It’s pretty much the same thing he talked about back in February. And mind you,
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Here’s what the Director of the IRS thinks of Trump or is it a Job-saving statement?

August 22, 2017

This is a direct quote from a Press Release I received from the IRS today: Washington – U.S. Treasury Secretary Steven T. Mnuchin issued the following statement today in response
Read More »

New Republican Tax Plan

June 24, 2017

According to the National Association of Enrolled Agents (NAEA): The Senate Healthcare Bill Makes its Appearance, at Least Initially, with a Thud On Thursday, June 22nd, Senate Republicans released a
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2017 IRS’ Dirty Dozen List of Tax Scams

February 13, 2017

Not all tax scams are instigated by outsiders. Some normally honest folks succumb to the temptation to falsely inflate deductions or expenses on tax returns. Doing so may result in
Read More »

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©2017 Taxpertise | Bonnie Lee, E.A. | Ph: 707.935.1755 Fax: 707.938.1891 | 453 2nd Street West, Sonoma, CA 95476