Dallas, Texas. One desk, one phone number.

Which years this desk prepares, and what gets pointed outward

The phrase people use can mean a stack of returns, or a fight about a balance, or a signature on financial statements. Those are different desks.

The work that stays on this desk

Reserved assurance goes outward, to the firm that holds it. Representation, including a levy, a lien, or a deficiency notice answered as the person's representative, goes to a firm that does that work.

This desk prepares the returns in the stack. It does not bargain the balance those returns produce. The Tax CFO seat is the preparation, and the months after, so the next year is not another band.

If you came for someone to stand in front of a levy, you should be told that on this page and sent toward a firm that represents people. If you came to get the years filed in order, you are in the right room.

Prepare, or point outward
The stackmarkedPrepared here, oldest first
The balanceNot bargained on this desk
A levy or a lienA firm that represents
Reserved assurancePointed outward
Marked row is the work that stays.
CFOPrepares the years in the order they happened
ControllerKeeps the months after the stack from going quiet
Accountants, and the reserved workRepresentation and reserved assurance, pointed out
The years are the base the seat prepares.
See the stack in order

Where this desk stops

Putting the years into one stack and preparing them is the work this address does. Answering a levy, a lien or a deficiency notice on your behalf is representative work that belongs with a firm that does it, and bargaining a balance down is not something that happens here. No CPA license sits at this desk, so signed reports on statements go elsewhere too. All of that is spelled out at more length on the disclosures page.

Filing the years is allowed to be the whole job

You do not have to wrap it in a bigger fight. A stack prepared from transcripts is a complete piece of work.

Say how many years, and whether a levy is already in the picture. The second fact changes which desk you need.

Book a Tax CFO meeting

What people read next

Say what you actually need

Years to prepare is one answer. A levy that needs a representative is a different answer, and both are welcome.

You will be talking to the Steven Palmieri practice.