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Tax

Admitted to practice before the IRS and U.S. Tax Court

Tax services for individuals, families, and businesses. Our team prepares and files your return, and we deal with the IRS on your behalf. Our attorneys are admitted to practice before the IRS and the U.S. Tax Court, so there's no need to panic when an audit or collections matter arises. Your file stays with the same team that prepared it, and that team is admitted to represent you in U.S. Tax Court.

Fusion Legal & Tax badge: Admitted to Practice Before the IRS & U.S. Tax CourtIntuit QuickBooks ProAdvisor Elite badgeFusion Legal & Tax badge: Licensed to Practice Law in Colorado, Attorneys at Law

For 25 years, we've provided the services below.

Planning & Preparation

  • Tax Planning & AdvisoryYear-round planning so your tax bill reflects real strategy, not year-end guesswork.
  • Advanced Tax StrategiesSophisticated structures for high-income households and complex ownership situations.
  • Personal Tax Prep & FilingAccurate personal returns prepared by the same team that plans your strategy.
  • Business Tax Prep & FilingBusiness returns filed correctly the first time, coordinated with your bookkeeping.
  • Missing / Unfiled ReturnsCatching up on unfiled returns, however many years behind you are.

IRS & State Problems

  • IRS Representation & Audit DefenseDealing with the IRS directly, so you don't have to.
  • AppealsFormal appeals when the IRS gets it wrong the first time.
  • Offer in CompromiseSettling tax debt for less than you owe, when you qualify.
  • Payment PlansManageable installment agreements that keep the IRS off your back.
  • Penalty AbatementRequesting relief from penalties when you have reasonable cause.
  • Lien & Levy ReleaseGetting liens and levies lifted so your accounts and property are free again.
  • Wage Garnishment ReleaseStopping wage garnishment and negotiating a better path forward.
  • Innocent Spouse ReliefProtection from tax debt caused by a spouse's actions, not yours.
  • FBAR & Offshore DisclosureReporting foreign accounts correctly and fixing past compliance gaps.
Have Questions?

As Seen in The Fine Print

Recent articles on tax planning, IRS problems, and more.

Keeping Your Books Yours When Your Bookkeeping Provider Changes Hands or Adds AINovember 6, 2026Bookkeeping companies and tools are changing quickly. If your provider is acquired, changes platforms, or introduces AI, use this practical checklist to protect access, preserve review controls, and keep your financial history portable.Sales Tax Software for Accountants: How to Choose for Your Clients in 2026November 3, 2026A practical 2026 guide to comparing sales tax software for your clients—focused on business fit, filing costs, integrations, automation, and the questions to ask before committing.Received a New Jersey Tax Notice? A Practical State-and-Federal Response PlanNovember 2, 2026A New Jersey tax letter can affect more than one return, year, or agency. Use this practical workflow to identify what the state is asking, preserve your records, and coordinate any related federal tax work without making rushed assumptions.What Is ACTEC—and How Should Families Use Its Estate-Planning Resources?October 29, 2026ACTEC offers a substantial library of estate-planning education, from wills and trusts to highly technical tax discussions. Here is how Colorado families and business owners can use those materials to ask better questions—without mistaking general information for advice about their own documents.You Already Paid the IRS—Where Did Pandemic-Era Penalty Relief Go?October 26, 2026Some taxpayers who paid their 2020 or 2021 balances were entitled to an automatic refund or credit when the IRS granted pandemic-era failure-to-pay penalty relief. Here is how to separate the relief from the remaining tax, interest, and other penalties—and what to do when the account does not appear to reconcile.An IRS Headline Is Not an Account Update: What to Check Before You ActOctober 23, 2026An IRS announcement may matter to your tax bill without confirming what happened in your account. Use this practical workflow to connect the headline, the controlling details, your records, and the right next step.
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