Gilbert Vincent Shepard

Founder | Principal

EA, NTPI Fellow®, ChFC®,
RICP®, CRC®, CAA

Our Tax Resolution Process

Let’s Talk

A friendly conversation in person or phone call to see if we are the right firm for you.

Review

We review your IRS account and let you know what your options are.

Planning

We develop a plan that resolves your case as quickly and cost effectively as possible.

Solved

Problem solved. Your tax problems are over. You have financial peace of mind.

Get in Touch

Don’t Call a 1-800 Number!

Tax matters are simply too important to trust to an 800 number. You have no say in the specific person who handles your case and or their specific experience and qualifications. What would you do if a national company stopped returning your calls? Don’t risk it – Call to schedule a face to face appointment with us.





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Not every tax preparation firm is qualified to solve tax problems.

It’s important to note that just because a tax preparer is licensed to represent you doesn’t mean they are qualified. Solving tax problems is a specialty.

Tax problems are not widgets and gidgets that can be solved by any bookkeeper or accountant. They are complex matters that require specialty training and education. Solving tax problems is both an art and a science, and to get a good result requires an extensive knowledge of IRS processes and procedures. Don’t be a new tax practitioner’s guinea pig. Put your trust in the experts that have helped get taxpayers back on track with the IRS.