IRS Examination Defense
We represent you through correspondence, office and field audits. From document preparation to response strategy, we work to present your position clearly and protect your rights.
Services
An IRS notice or state examination can feel overwhelming. At Ultimate Financial Services, we provide IRS audit representation and tax resolution services for individuals and businesses across the NY, NJ, CT and PA metro area — and remotely for clients nationwide.
As an Enrolled Agent, our practice is federally licensed to represent taxpayers before the IRS, which means we can appear on your behalf, handle correspondence and work toward the best possible outcome.
From routine audits to complex collection issues, we help taxpayers resolve matters efficiently and with minimal stress.
We represent you through correspondence, office and field audits. From document preparation to response strategy, we work to present your position clearly and protect your rights.
Unfiled returns, unpaid balances, liens and levies — we negotiate with the IRS and state agencies to find a practical path forward.
If you have past-due returns or outstanding tax debt, we communicate with taxing authorities to establish payment plans, penalty abatement and compliance schedules.
For taxpayers who cannot pay the full amount owed, we prepare and submit Offer-in-Compromise applications designed to settle tax debt for less when you qualify.
The process
Bring us the IRS or state notice, prior-year returns and any related documents. We explain what the agency is asking for and what it means.
We organize records, research the issue and prepare a complete response — whether it is a simple document submission or a formal protest.
As your authorized representative, we communicate directly with the IRS or state agency and keep you informed until the matter is closed.
Enrolled Agents are federally licensed by the U.S. Department of the Treasury and hold unlimited representation rights before the IRS. That means we can represent any taxpayer on any tax matter — audits, appeals, collections and more — in all 50 states.
The sooner you respond to a notice, the more options you typically have. Contact us for a confidential review of your IRS or state tax issue.
Office: 76 S. Orange Avenue, Suite 206, South Orange, New Jersey 07079
Phone: 973-374-3400
Fax: 888-276-9417
Email: chevonne@urfavtaxladyz.com
Request a confidential consultation and let an Enrolled Agent review your situation and outline the right tax resolution strategy.