WHAT YOU DO:
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.
IRS Representation
Help with IRS notices, payment plans, penalty relief, and resolving outstanding issues.
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.
16+
Years of Expertise
Clients Represented
IRS Compliance Rate
Tax Debt Resolved