IRS Audits & Appeals
Representation for correspondence, office, and field audits, with support through the appeals process when you disagree with an IRS determination.
Facing an IRS audit, collection notice, levy, or unresolved tax balance can put your finances and peace of mind at risk. Assured Financial Services provides federally authorized, Enrolled Agent-led representation for individuals and businesses navigating complex IRS matters. We assess the facts, communicate with the IRS, organize required documentation, and pursue a practical path toward compliance and resolution.

Focused IRS representation and resolution support for urgent enforcement actions, audits, filing issues, and outstanding tax liabilities.
Representation for correspondence, office, and field audits, with support through the appeals process when you disagree with an IRS determination.
A comprehensive review of unpaid taxes, penalties, interest, and available resolution strategies for individuals and businesses with outstanding IRS obligations.
Prompt communication with the IRS to address wage garnishments, bank levies, and enforcement actions affecting income, accounts, or business operations.
Pre-qualification, documentation, submission, and case management for eligible taxpayers seeking to settle IRS debt for less than the full balance.
Accurate preparation and filing of delinquent returns, coordinated with your broader IRS resolution strategy to help restore compliance.
Eligibility review and formal requests for first-time or reasonable-cause relief that may reduce or remove IRS-imposed penalties.
IRS matters demand more than a quick response—they require accurate facts, complete documentation, and a strategy matched to your financial circumstances. Assured Financial Services evaluates the issue behind the notice or investigation, represents you before the IRS through its Enrolled Agent authority, and helps identify appropriate compliance or resolution options. Every engagement is led directly by the founder, so your case receives informed, executive-level attention from start to finish.

Experienced, principal-led advocacy for complex IRS tax matters.
A federally licensed Enrolled Agent provides unlimited practice rights before the IRS nationwide.
The founder leads every engagement, bringing direct attention to critical IRS correspondence and decisions.
Corporate finance and GovCon experience support thorough analysis of business tax exposures and records.
U.S.-based staff handle sensitive financial information without offshore outsourcing or unnecessary handoffs.
Direct expertise for high-stakes tax matters.

Founder & IRS Enrolled Agent
As Founder and IRS Enrolled Agent at Assured Financial Services, this leader holds the highest credential the IRS awards, granting unlimited practice rights to represent taxpayers before the IRS in all 50 states on any tax matter. With more than 15 years of hands-on experience spanning corporate accounting and finance alongside federal government contracting finance, the founder brings a rare combination of technical depth and strategic insight to every engagement. Expertise includes financial reporting, internal controls, budgeting, DCAA compliance standards, FAR regulations, indirect rate structures, and GovCon financial reporting. Every client relationship at AFS is personally led by the founder, ensuring executive-level attention and genuine partnership on each account. Serving businesses across Maryland, Virginia, Washington DC, and internationally, the founder is committed to providing straight answers, proactive strategy, and the kind of financial expertise typically reserved for large corporations.
IRS tax investigation services provide professional assistance when the IRS is examining your tax filings, requesting records, pursuing unpaid balances, or taking collection action. Support may include reviewing notices, gathering financial documentation, preparing delinquent returns, responding to audit requests, communicating with IRS personnel, and evaluating resolution options. An enrolled agent can represent taxpayers before the IRS and help keep the response organized and timely.
Speak with an experienced professional about your tax matter.
Federally authorized taxpayer representation before the IRS.
Connected to leading accounting professional standards.
Member of tax problem-solving professional association.
Share the nature of your IRS concern, and our team will help identify the information needed for an informed conversation.
For immediate assistance, feel free to give us a direct call at 301.974.7469. You can also send us a quick email at info@assuredfinancials.com.
For immediate assistance, feel free to give us a direct call at 301.974.7469. You can also send us a quick email at info@assuredfinancials.com.