Our core
services.
From individual tax returns to IRS debt resolution and full business advisory — PrimeTax delivers comprehensive, strategic tax solutions designed around your unique situation.
Tax Return Preparation
Accurate, timely, and strategically prepared tax returns for individuals, self-employed professionals, partnerships, and corporations. We don't just file — we review every detail to ensure you receive every deduction and credit you're entitled to.
- Individual (Form 1040) and joint returns
- Self-employed and freelancer returns (Schedule C)
- Partnership (Form 1065) and corporate (1120/1120-S) filings
- Multi-state tax return preparation
- Maximized deductions and credit identification
Tax Debt Resolution
Owing the IRS more than you can pay is stressful — but it is solvable. Our team negotiates directly with the IRS and state tax agencies to reduce or settle your tax liabilities, including delinquent taxes, penalties, and accrued interest.
- IRS and state tax debt negotiation
- Delinquent tax liability reduction
- Penalty and interest abatement requests
- Currently Not Collectible (CNC) status assistance
- Lien and levy release support
Offer in Compromise (OIC)
An Offer in Compromise is a powerful IRS program that allows qualified taxpayers to settle their tax debt for significantly less than the full amount owed. We evaluate your eligibility, prepare a compelling OIC package, and negotiate on your behalf for the best possible outcome.
- Full OIC eligibility assessment
- Preparation of IRS Form 656 and 433-A/B
- Strategic negotiation with IRS offer examiners
- Doubt as to Collectibility and Liability OIC programs
- Full compliance monitoring during the OIC process
Tax Planning & Strategy
The best tax outcomes are planned — not discovered at filing time. Our proactive, year-round tax planning service is designed to legally minimize your future tax liabilities, identify opportunities before they disappear, and keep you in the strongest possible financial position.
- Year-round personalized tax strategy sessions
- Income deferral and acceleration planning
- Retirement account and investment tax strategies
- Quarterly estimated tax planning and payments
- Life event tax impact analysis (marriage, home, business)
IRS Compliance & Representation
Receiving an IRS notice or being contacted by a state tax authority can be overwhelming. Our team provides professional, experienced representation — communicating directly with the IRS on your behalf so you don't have to face them alone.
- IRS notice response and correspondence handling
- Collection action representation (liens, levies, garnishments)
- State tax authority communications and compliance
- Installment agreement negotiation and setup
- Tax compliance review and resolution planning
Tax Audit Support & Defense
An IRS or state audit doesn't have to derail your life. Our audit defense team prepares a thorough response, organizes your documentation, and represents you directly during the examination — protecting your rights and minimizing your exposure at every step.
- Correspondence, office, and field audit representation
- Document gathering, organization, and preparation
- IRS Appeals representation if needed
- Audit reconsideration support for prior assessments
- State examination defense and representation
Business Formation & Entity Structuring
The entity structure you choose when starting a business has lasting tax and legal consequences. We guide entrepreneurs and business owners through selecting and forming the right entity — LLC, S-Corp, C-Corp, or Partnership — with tax efficiency built in from day one.
- Entity type selection and tax impact analysis
- LLC, S-Corp, C-Corp, and Partnership formation
- EIN registration and IRS election filings (S-Corp)
- Operating agreement and structure guidance
- Tax-efficient ownership and compensation structuring
Additional services
Beyond our core offerings, PrimeTax provides a full range of supplementary services to keep your finances organized, compliant, and optimized year-round.
Find the right service for you
Not sure which service fits your situation? Start here — or book a free consultation and let our team build the right plan for you.
- Individual tax return preparation
- Tax planning & strategy
- IRS notice response
- Audit defense
- Prior-year & amended returns
- Business tax return filing
- Entity structuring & formation
- Bookkeeping & payroll
- Multi-state compliance
- Growth & cash-flow planning
- Tax debt negotiation
- Offer in Compromise
- Penalty & interest abatement
- Audit defense
- Installment agreements