Veteran owned small business focused on your financial needs
Providing tax and investment advisory services
Professional Services at a Glance
Tax Resolution
Investment Advisory
Tax Resolution
We work with clients who have received correspondence from the IRS to help settle their tax problems. In most instances, we stop the IRS from communicating with you and negotiate on your behalf. After consulting with you and assessing your tax issues we will discuss options including:
- Requesting penalty abatement
- Negotiating an installment agreement
- Negotiating a partial pay agreement
- Submitting an Offer-in-Compromise
- Requesting a temporary delay
- Asking for an appeal of taxes owed
We will work with you, and represent you, until your case is settled. Our tax practice can file unfiled returns for past years. Contact us for a consultation and end the stress of dealing with the IRS directly.
Personal Taxes
Investment Advisory
Tax Resolution
We are a veteran owned small business enterprise focused on helping you comply with personal federal and state tax return filing. The federal tax filing deadline for Form 1040, Individual Income Tax Return was Tuesday, April 15, 2025.
Now is about the time the IRS issues notices to taxpayers. Beware of phone calls and text scams. The IRS will never call or text you. Click below for information if you have been contacted by the IRS about your 2024 tax return to help you understand the type of communication you received, what your response should be, and your taxpayer rights. Contact us to help you respond and resolve your IRS tax problem.
There is a major tax bill anticipated for 2025. That said, the seven federal tax rates remain the same for 2025: 10%, 12%, 22%, 24%, 32%, 35%, and 37%. However, the qualifying income for each tax bracket moves slightly higher compared to 2024, so you might find yourself in a higher tax bracket in 2025. The best thing you can do now is keep up with your estimated tax payments and, if your financial situation changes significantly, contact us to re-estimate your tax responsibilities.
Investment Advisory
Investment Advisory
Investment Advisory
Anna Saez is working with Axiom Value, LLC to provide clients like you highly personalized, comprehensive financial plans that are designed to your specific needs.
Axiom Value, LLC is a full-service independent boutique wealth management practice serving clients in the Washington, D.C., Maryland and Virginia areas. As independent advisors, Axiom Value, LLC is not limited by the products of a single company. They offer a wide range of products and services to individuals and business owners.
Click here for more information https://axiomvaluellc.com/
Payments
