Meet the Team Leaders
James Pickett
James is a 30-Year IRS Veteran: Decades of IRS experience, offering unparalleled insights into tax procedures and regulations.
Brittany Francis
Brittany is an IRS Enrolled Agent: Certified tax advisor with unlimited IRS representation rights, ensuring top-notch advocacy.
Meet the Tax Attorneys
Luke Smith
Georgia State Law alum | U.S. House of Representatives intern | Guiding businesses through tax complexities with seasoned insights
Chris Stephens
Georgetown Law alum | Grant Thornton veteran | Diligently unraveling tax intricacies for clients’ optimal resolutions in tax disputes
Unveiling the IRS Playbook: Your Ultimate Guide to Tax Controversy
Join us for an extraordinary webinar featuring a powerhouse panel of experts, including a retired 30-year veteran of the IRS who will share unique insights about how the IRS operates. You’ll also be joined by an IRS enrolled agent with a proven track record of successfully standing up to the IRS, ready to share battle-tested strategies.
Our two accomplished tax attorneys will round out the panel, providing invaluable guidance on how to effectively fight back against the IRS.
Here’s a sneak peek of what you’ll learn:
- The Phases of an IRS Examination: Gain a comprehensive understanding of the entire examination process
- Mastering Information Document Requests (IDRs): Learn how to respond effectively, ensuring you’re prepared for any IRS examination.
- Cracking the Code of the Automated Underreporter (AUR) Program: Navigate through the complexities of AUR notices with confidence.
- Best Practices for Responding to AUR Notices: Arm yourself with expert strategies for responding to notices from the AUR program.
- Demystifying the ’90-day’ Letter: Understand this critical step and how to respond in a way that protects your rights.
- A Deep Dive into State Audits: Learn the general progression and best practices for facing State Audits.
- Mastering State Audit Appeals: Discover the essential steps for appealing State Audits and Notice of Assessments.
