WHAT YOU DO:Â
Expertise
Over 16 Years of Advanced Tax Representation
Experience that most firms don’t have.
Before starting Trailhead Tax, I spent 16 years with the IRS as a Revenue Officer, including work in Abusive Tax Avoidance Transactions (ATAT).
I understand:
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How the IRS evaluates cases
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What actually gets approved
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How to navigate complex situations
Now I use that experience to help clients resolve issues and move forward.
Services
Tax Preparation
Accurate, efficient preparation for individuals and small businesses.
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IRS Representation
Help with IRS notices, payment plans, penalty relief, and resolving outstanding issues.
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Tax Planning
Proactive strategies to reduce surprises and improve long-term outcomes.
Tax Insights & Strategic Updates
January 15, 2026
The 2026 Tax Season: Critical Readiness Steps
Prepare your records with our expert checklist designed to minimize liabilities and streamline your filing process this year.
February 02, 2026
IRS Representation: Navigating Complex Audits
Understanding your rights during an audit is paramount. Our experts break down the process of high-level tax representation.
March 10, 2026
Solutions for Delinquent Tax Debt
Explore resolution options for back taxes, from offer-in-compromise to installment agreements with professional oversight.