What We Do
Tax services built for
complex situations.
Resolution, preparation, and planning — each delivered with the precision of a specialist and the personal attention of a firm that takes your financial position seriously.
Service 01
Tax Resolution
When you have a problem with the IRS — a notice, an audit, an unresolved balance, or a situation that's been mounting for years — you need someone who understands the process, knows your options, and can work through it with you with clarity and purpose.
At Horizon Tax Group, tax resolution is the core of what we do. We work directly with you to review your situation in full, understand what the IRS is pursuing and why, and identify the most viable path forward. We deal with IRS correspondence and processes on your behalf so you can focus on what matters.
Our approach starts with an honest assessment — what you owe, why, and what your realistic options are. We don't promise outcomes we can't deliver. We give you clarity and a strategy, then execute it with precision.
Situations We Navigate
- IRS Notices & Letters
- Audit Support
- Back Tax Resolution
- IRS Payment Options
- Penalty Abatement
- Innocent Spouse Relief
- Collection Alternatives
- Unfiled Returns
- Tax Liens & Levies
- IRS Appeals
Our Position on Resolution
"Every resolution case is different. The IRS offers several pathways — and the right one depends on your full financial picture, not a template."
We don't lead with a single solution. Whether an Installment Agreement, an Offer in Compromise, Currently Not Collectible status, or another approach is appropriate — that determination comes after a thorough review of your facts. We identify what the IRS is likely to accept, and we pursue it with precision.
Service 02
Tax Preparation
Tax preparation handled by a specialist is fundamentally different from working with a seasonal preparer or general bookkeeper. We approach every return as an opportunity to understand your complete financial position — and flag implications you may not have considered.
For individuals and business owners with complex financials, accurate filing is the minimum. The real value is in what we observe while we're inside your numbers. We look for missed deductions, structural issues, and misalignments between your tax position and your financial goals.
We handle individual returns with complex income profiles, business returns across entity types, and multi-entity situations where coordination matters. When preparation and planning work together, the results compound significantly.
Return Types We Handle
- Individual (Form 1040)
- Self-Employment Income
- S-Corporation (1120-S)
- Partnership (Form 1065)
- C-Corporation (1120)
- LLC / Multi-Member
- Real Estate Investors
- Investment Income
- Amended Returns (1040-X)
- Prior Year Unfiled Returns
Service 03
Tax Planning
The best time to save on taxes is before they're owed. Strategic tax planning — the kind that materially affects your financial outcome — happens months or years before a return is ever filed. That's where we focus.
For business owners and high-income individuals, proactive planning addresses questions that reactive filing never reaches: What's the optimal structure for your income? How do business decisions this quarter affect your tax exposure next year? Are you leveraging retirement and deferral options to their full potential? What's your exit strategy, and does your current structure support it?
We work with you throughout the year — not just at tax time — to ensure your financial decisions align with a coherent tax strategy. Planning sessions are direct, structured, and built around your specific situation.
Planning Areas We Address
- Income Structuring
- Entity Selection
- Retirement Optimization
- Capital Gains Strategy
- Real Estate Tax Planning
- Business Owner Planning
- Estimated Tax Strategy
- Deduction Optimization
- Year-End Tax Moves
- Exit & Succession Planning