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.
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.
Personal Taxes
Investment Advisory
Tax Resolution
We are a veteran-owned small business enterprise focused on helping you fulfill your personal federal and state tax return obligations.
In 2024, the federal government collected $4.9 trillion in revenue. About 49% of total revenue was attributed to money inflows and outflows reported on over 161 million individual income tax returns. Conversely in 2024, the federal government spent $6.8 trillion. Obviously, there will be pressure in future years to collect more revenue. Minimizing your tax liability is our focus.
Congress has passed - and the President has signed into law - the One Big Beautiful Bill Act (OBBBA), which includes some important tax changes with the potential to financially impact you. Some provisions are permanent – like individual income tax bracket reductions first established in the 2017 Tax Cuts and Jobs Act, others are temporary. Some provisions start in 2025, others in 2026. Click below to read more about tax changes that are likely to impact you.
For now, keep up with your estimated tax payments. If you are concerned that the OBBBA will significantly change your tax situation, contact accountingbot 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
