Engagement
IRS Tax Resolution & Dispute Representation in Richmond
Expert irs tax resolution & dispute representation in Richmond. Licensed, insured, upfront pricing.
Books that are “close enough” cost you the moment a bank, a partner, or a buyer actually looks at them. Our monthly-close practice reconciles every account — bank, credit card, loans — categorizes every transaction correctly the first time, and delivers finished statements by the 10th of the following month, every month, without you having to ask. If your books arrived in worse shape than that, catch-up is a standing part of the practice: we reconstruct however many months or years it takes and set up a close calendar so it never happens again.
Schedule of Work
What this engagement includes
- Monthly bank, credit-card, and loan reconciliations
- Categorized, accrual- or cash-basis books, your choice
- Financial statements delivered by the 10th of every month
- QuickBooks Online setup, cleanup, and ongoing management
- Multi-year catch-up bookkeeping for books that got away from you
- A monthly call to walk through what the numbers mean
How It Goes
From first call to the memo
Onboarding & chart of accounts
We review your current setup, connect your accounts, and build a chart of accounts that actually reflects how your business runs.
Catch-up, if you need it
Behind by a month or three years — we reconstruct the books and quote the cleanup as its own fixed fee, separate from your ongoing rate.
The monthly close calendar
Reconciliations, categorization, and review happen on a fixed schedule you can see in advance.
Delivery & review call
Statements land by the 10th with a short call to walk through what moved and why — not just a PDF in your inbox.
Talk through your irs tax resolution & dispute representation engagement with a partner.
Thirty minutes, no obligation, fully confidential — and the fee in writing before anything begins.
Questions of Record
Questions about irs tax resolution & dispute representation
Straight answers before you book — the same answers we'd give in a consultation.
Can you fix several years of messy or unfiled books?
Yes — cleanup and catch-up work is a standing part of the practice. We reconstruct the books, amend or file the missing returns, and set up a monthly close so it never piles up again. Cleanup is quoted as its own fixed fee, so the past doesn’t inflate your ongoing rate.
How much will my taxes or bookkeeping actually cost?
You’ll know before we start. After a free consultation and a look at your records, we quote a fixed fee in writing — individual returns from , business returns from , monthly bookkeeping from . The engagement letter you sign is the invoice you receive; there is no hourly meter.
Who actually does the work on my account?
A licensed CPA or enrolled agent prepares and a second one reviews — on every return, close, and report. You’re assigned one partner as your point of contact, and that person stays with your account year over year.
In Closing
Put your books in better hands
Book a free 30-minute consultation — a partner will review your situation and quote a fixed fee in writing. No obligation, no hourly meter.
1 N 5th St · Richmond, VA