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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.
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As Seen in The Fine Print

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

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.Before December 31: Rank Tax Decisions by What You Cannot UndoOctober 19, 2026A practical year-end tax-planning framework for separating irreversible transactions from adjustable estimates and paperwork—so your family or business can act with clearer numbers instead of chasing headlines.Bookkeeper, Accountant, Tax Professional, or Lawyer? Who Your Small Business Should CallOctober 13, 2026Accounting, tax, and auditing headlines can help you spot an issue—but they do not tell you which professional should handle it. Use this practical guide to match the problem with the right kind of help and build a stronger financial handoff.Your W-2 Does Not Separate Tips or Overtime: What Employees Can Ask For—and Employers Can ProvideOctober 12, 2026Some 2025 Forms W-2 and 1099 may not separately identify cash tips or qualified overtime compensation. Here is what workers can request, what employers can voluntarily provide, and why IRS penalty relief does not determine whether an individual qualifies for a deduction.What Small Business Software Do You Actually Need? Build a Stack That Protects Your NumbersOctober 6, 2026Accounting, payroll, HR, billing, and expense tools should work as one system—not create five versions of the truth. Use this practical framework to choose, connect, and oversee your small business software.Fund Strategies, Estate Closing-Letter Requests, and Opportunity Zones: A 2026 Federal Tax Review ChecklistOctober 5, 2026Two federal tax releases deserve focused attention in 2026: guidance addressing potentially abusive investment-fund strategies and a request for comments about Qualified Opportunity Zone guidance. This checklist also explains how fiduciaries can approach an estate tax closing-letter request with care.
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