For CPAs & attorneys
A Georgia Trust-Fund Tax Specialist for Your Clients
When a client brings you a sales and use tax notice, unpaid withholding, a personal assessment, or a sales tax audit, send them to me. I handle the state trust-fund work, keep you informed, and stay out of the income tax and legal work that belongs to you.
Refer a Client
What I Take On
- Delinquent ST-3 and G-7 returns and Department of Revenue notices
- Protests of proposed assessments
- Responsible-party (personal) assessment reviews
- Certificate of registration revocation hearings
- Voluntary disclosure agreements, Georgia and multistate
- Payment plans and penalty waiver requests
- Sales and use tax audit support
- Successor liability checks and tax clearance letters for business sales
How Referrals Work
1. You Introduce
By email or phone, or the client books directly.
2. I Scope and Quote the Client
Starting with a Notice Review or Case Review, with a written quote before any further work.
3. You Stay Informed
A summary when the matter closes, and the client comes back to you.
Attorneys: appeals to the Georgia Tax Tribunal and litigation stay with you. I support your case with reconciliations, records, and the Department-side view.