IRS representation, back-tax resolution, and financial planning for businesses and individuals throughout Park City, the Snyderville Basin, and Summit County.
A tax notice or back-tax issue is often a sign of a gap in financial process, not just a one-time problem. This page covers both resolving the immediate issue and addressing what caused it, so the same situation doesn’t come back next year.
Tax resolution work follows a specific sequence. It starts with a review of the notice or assessment itself, to confirm exactly what the IRS or state is claiming and why. Next is a statute-of-limitations check — confirming which tax years are still open for collection or assessment, since that affects which resolution options apply. From there, documentation is assembled: prior returns, income records, and the supporting schedules needed to respond accurately. Representation before the IRS or a state tax authority follows, communicating directly with the agency rather than leaving a client to respond alone. Depending on the situation, resolution options include an installment agreement, an offer in compromise, or penalty abatement — each has specific eligibility requirements, and part of the work is determining which option actually fits the client’s financial picture rather than defaulting to the first one available.
For a business client, this typically means a monthly cash-flow model — projected income and expenses by month, updated as actual numbers come in — so an owner can see two or three months ahead rather than reacting to the current bank balance. It also includes hiring or expansion scenarios: modeling what a new hire, a lease, or a second location does to monthly cash flow before the commitment is made, not after.
Ongoing advisory work includes a periodic entity-structure review — checking whether an LLC, S-corp, or other structure still fits the business as it has grown, since that decision affects both tax treatment and liability exposure — along with regular check-ins tied to the business’s own calendar (before a slow season, before a major purchase, before year-end) rather than a single annual meeting.
The forecasting and budgeting methods used at large companies apply directly to protecting and growing a local business. The size of the business doesn’t change the value of having a documented budget, a cash-flow forecast, and a clear entity structure — it changes the scale at which those tools are built and maintained.
Park City and Summit County business owners with an open tax issue; growing businesses that have outgrown a bookkeeper-level relationship; owners who want a financial planning partner rather than a once-a-year preparer. This also applies to individuals with a personal back-tax issue — unfiled returns, a wage garnishment notice, or an audit — not only business owners.
Ongoing tax, nonprofit, and advisory services are provided through Park City Tax Pro.
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