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Hiring a Tax Professional – Local vs Remote

When dealing with the IRS, the most important factor is usually not where your tax professional is located, but whether they have the experience and qualifications to effectively handle your specific tax issue.

The IRS is a federal agency, and Enrolled Agents are authorized to represent taxpayers before the IRS throughout the United States. Many tax resolution matters can be handled remotely through secure document exchange, telephone conferences, and electronic communication, without the need for in-person meetings.

When choosing someone to help with an IRS problem, consider looking for a professional who:

  • Understands IRS audit, collection, and appeal procedures, and taxpayer rights
  • Has experience resolving issues like yours
  • Can communicate effectively with IRS personnel
  • Will take the time to explain your options clearly
  • Provides realistic guidance rather than promises of guaranteed results

For complex tax matters, experience with the IRS processes can be especially valuable. My background as a former Associate IRS Chief of Appeals (as well as a former Field Examination Manager, Internal Revenue Agent, and Revenue Officer) gives me firsthand insight into how IRS cases are reviewed, how controversies are evaluated and resolved, and how to effectively and persuasively present a taxpayer’s position.

Whether you are in California or anywhere else in the United States, I can provide representation and guidance for IRS (and State) tax matters. My goal is to make the process as straightforward as possible while helping you pursue the best available resolution for your circumstances.

If you are facing an IRS or State tax issue, contact me for a confidential consultation. We can discuss your situation, determine what options may be available, and develop a plan for moving forward toward resolution.