IS a strategy!
Our tax system is complex and it's constantly changing. That's why tax problems seem so perplexing, overwhelming and difficult to solve. Confronting, understanding and resolving your tax issues takes many different skills. We have all the skills necessary to guide you successfully through that process.
Colleagues call us SAF (Sally A. Fonner) and RAF (Rachel A. Fefer). We've both spent most of our 30+ year careers solving problems. That work has brought us into contact with all kinds of businesses – from large public corporations to small privately-held companies, as well as a host of individuals. Since we've also owned our own companies, we understand the unique issues confronting entrepreneurs. Although every problem is different, they all have one thing in common, a solution. We've become proficient at identifying the best resolution path, designing a strategy to follow, and implementing it to get to the desired result.
Over the years we have confronted a wide variety of complex business issues and developed the skills required to reach a successful resolution. Working side-by-side with each client, we use those skills to give them both the ability and the resources needed to identify the issue, confront it, and follow the right steps in order to solve it. We defend and protect our client's interests while, at the same time, putting them back in command of the situation.
Sally is an Enrolled Agent (EA). EA's are federally-authorized tax practitioners with technical expertise in the field. They are empowered by the U.S. Department of the Treasury to represent taxpayers in front of the IRS at all administrative levels - examination, collection, and appeals. She has an MBA from the University of Illinois, and she is certified in handling cryptocurrency tax matters. Sally has an almost uncanny ability to design and implement innovative solutions to the most vexing problems.
Rachel is a lawyer who has been counseling clients and trying cases for over three decades. She is committed to getting each and every client the best possible results. Bringing her skills to bear on their behalf, she will spot the key issues, develop a comprehensive knowledge of the facts and apply the law. She has a JD from the University of Texas School of Law and is admitted to practice before the US Tax Court. Rachel can handle your matter whether it's an administrative proceeding in front of the IRS or a legal proceeding in front of the US Tax Court.
While we accept clients nationwide, we only take clients who are genuinely interested in addressing their IRS issues and becoming compliant using rational, legal means.
There is no "one size fits all" solution. Every client has unique problems, needs, and goals. We will use all the skills we've developed and all the tools at our disposal to determine the best, most effective way to resolve your tax problems.
Working together, we can turn hope into a real strategy for confronting
the IRS and regaining your peace of mind.