IRS and State Tax Resolution Services
Kennedy Tax Solutions helps individuals and businesses address tax debts, audits, unfiled returns, collection actions, and disputed assessments. Dale R. Kennedy, J.D., CPA, brings both legal and accounting experience to evaluating the records, protecting procedural rights, and pursuing an appropriate resolution.
Our practice focuses on complex business tax matters and individual tax liabilities generally of $25,000 or more. Audit defense, collection defense, and tax appeals are considered case by case, including matters below that general balance guideline.
How We Help Resolve Tax Problems
Tax Consultation and Case Evaluation
A consultation begins with the problem you are facing, the tax agency involved, and any approaching deadline. KTS can help identify what needs attention first and what records are needed for a fuller evaluation. A proposed assessment, an unpaid balance, and a missed filing obligation may each require a different response.
Unfiled Individual and Business Tax Returns
KTS helps prepare overdue returns and evaluate the records needed to bring filings current. When the IRS has prepared a substitute return, filing an accurate return may change the assessment. Missing records and multiple unfiled years require careful review; filing a return does not by itself resolve the resulting balance. IRS guidance on past-due returns.
IRS and State Audit Defense
An audit examines whether a return accurately reports the taxpayer’s information. KTS reviews the agency’s requests, organizes supporting records, and represents clients in responding to disputed issues. If an examination produces an adjustment you disagree with, we evaluate the available appeal procedures and deadlines. How IRS audits work.
Tax Settlement and Payment Arrangements
When the balance is correct but difficult to pay, KTS evaluates collection alternatives in light of income, necessary expenses, assets, and filing compliance. An offer in compromise may settle an eligible taxpayer’s debt for less than the full balance; an installment agreement provides a way to pay over time. Eligibility and acceptance depend on the facts, and a settlement is not available in every case. IRS offer in compromise information and payment plan options.
Collection Defense: Liens, Levies, and Wage Garnishments
KTS helps clients respond to collection notices, evaluate appeal rights, and request appropriate relief from enforcement action. A lien is a legal claim against property; a levy takes property or money to satisfy a tax debt. The response depends on the notice, the collection stage, and your circumstances. Releasing a levy does not necessarily eliminate the underlying balance. IRS levy information.
Tax Appeals and U.S. Tax Court Representation
Disagreeing with a tax decision requires more than explaining that the result seems unfair. KTS reviews the assessment, evidence, and applicable procedure to develop a supported challenge. Services include administrative appeals and U.S. Tax Court representation where the matter falls within the court’s jurisdiction. Notices can carry strict filing deadlines, so an appeal should be evaluated promptly. IRS Independent Office of Appeals and Tax Court guidance for starting a case.
Penalty Relief and Business Payroll Tax Matters
KTS evaluates whether penalties were correctly assessed and whether the facts support a request for relief. Business matters may also involve unpaid employment taxes or a proposed Trust Fund Recovery Penalty against an individual. These cases require attention to both business records and the person’s responsibilities and actions. IRS penalty relief and Trust Fund Recovery Penalty information.
Criminal Tax Investigations and Civil Fraud Defense
KTS provides legal representation in criminal tax investigations and civil fraud matters. These issues can involve consequences beyond an ordinary balance due. The first step is to understand the investigation or allegation and the notices received so the legal response can be evaluated carefully.
Why Work with a Tax Attorney Who Is Also a CPA?
A tax dispute often has both a financial question and a legal question: whether the records support the amount claimed, and what can be done under the applicable rules. Dale Kennedy’s accounting background supports the analysis of returns and business records, while his legal work addresses representation, defenses, appeals, and litigation.
Dale personally handles tax matters for KTS clients. The approach begins with a candid assessment of the facts and available options, including the limitations of a proposed solution. Learn about Dale R. Kennedy, J.D., CPA.
Federal Tax Matters Nationwide and State Tax Disputes
KTS assists clients with federal tax matters across the United States. A phone consultation can begin the process even if you do not live near an office. For state tax issues, the available representation and procedures depend on the jurisdiction and the matter involved.
Start with Your Notices and Your Questions
Have recent IRS or state notices, the tax years involved, an approximate balance, and any response deadlines available when you call. If returns are missing or an agency has already contacted your employer or bank, mention that at the outset.
Call 877-767-1325 to schedule a consultation. You can also read about our process and find answers to common tax questions.
Tax resolution options depend on the facts, applicable law, and agency or court decisions. No particular reduction, settlement, or outcome is guaranteed. See our disclaimers and privacy policy.