Planning & Problem Solving

Got a notice? Planning a change? Start here.

Most tax problems get smaller when they are answered early. Whether a letter arrived or a decision is coming, an experienced Enrolled Agent can tell you what it actually means.

Received an IRS or California notice?

Call 559-221-1178 and mention the notice. Please do not send tax documents or Social Security numbers through this website or by email.

Client folders organized on a warm wooden office desk

Planning conversations timed to the decision, not the deadline: income shifts, retirement distributions, property sales, business changes, and withholding adjustments reviewed while they can still be influenced.

Needs Jan's confirmation
Audit, collection, and representation offerings are shown subject to Jan's confirmation of current scope and credential status.

Talk with a Fresno tax professional who will still be here next year.

Tell us a little about your situation and we will follow up to arrange a conversation with Jan.