Are tax problems keeping you awake at night?
For more than three decades, our Sonoma 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.


Nextdoor Neighborhood FavoriteOffers in Compromise: Your solution may be an Offer in Compromise, in which you’ll settle a large tax debt for pennies on the dollar. Our success rate is 94%.


Currently Not Collectible: Relief may be obtained by being deemed “Currently Not Collectible”. If you are in dire straits due to illness, unemployment, or another financially devastating situation, you may qualify. The IRS will leave you alone until your situation changes and you are able to resume payment.


Installment Agreement: Perhaps we can set you up on an installment agreement with the IRS or your state taxing agency to conquer the debt.


Audit Representation: If you find yourself under audit, we will represent you and strategize with you to minimize the impact. We handle it for you. You will never be required to speak with an IRS agent.


Nonfilers: Haven’t filed your taxes in many years? We can prepare your income tax returns and help you safely reenter the system.


Innocent Spouse Relief: 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.



Sonoma TaxFor 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.

Review services provided.

Latest Posts.

2023 Tax Update and a View as to What’s Happening in 2024

December 23, 2023

Naturally, Congress will be passing numerous tax law changes. Below are tidbits that we already know that you might find useful: IRS Online Account enhancements. You can now access your Online
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2022 Tax Update

January 11, 2023

The holidays are behind us and thoughts of organizing finances and getting ready for taxes are now on our agendas. Here are a few things you should know as you
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The New COVID Stimulus Package – What’s in it For You? New Round of PPP Loans Coming Soon

December 31, 2020

On the evening of December 27, President Trump signed into law the $900 billion stimulus bill, a second round of bailout for the American people suffering through this pandemic. This
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New Corona Virus Relief

August 10, 2020

According to Spidell Publishing, an educational resource for tax professionals, on Saturday, August 8, the President signed four executive actions providing additional COVID-19 relief. The three memorandums and one executive
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© Taxpertise | Bonnie Lee, E.A. | Ph: 707.935.1755, ext 1 Fax: 707.938.1891 | 450 2nd Street West, Sonoma, CA 95476