Former IRS Insider.
Now fighting for you.
Strategic IRS resolution and tax defense led by David Stone — a former IRS Revenue Officer with 14 years inside the agency. When the stakes are high, experience and insider perspective matter.
You don't have to face the IRS alone — or in the dark.
IRS problems are stressful, isolating, and easy to get wrong. The first move should never be panic. It should be a quiet conversation with someone who has stood on the other side of the desk.
Every one of these has a strategic path forward. We've handled them from both sides.
He spent 14 years inside the IRS.
Now he works for you.
David Stone began his career as a Revenue Officer for the Internal Revenue Service — the agents the IRS sends to knock on doors, enforce collections, and pursue liens and levies. He saw the system from the inside, learned its rules from the people who write them, and worked the lien desk where federal tax claims are made and unmade.
Over time, he kept noticing the same thing: taxpayers without insider guidance were getting outmatched by a process they didn't understand. So he left — and built a practice on the opposite side of the table.
"When you've sat where they sit, you know exactly what they'll do next — and exactly how to get in front of it."
A career spent at the Internal Revenue Service — including direct work as a Revenue Officer collecting from taxpayers across Southern California.
Hands-on work at the IRS lien desk — the same machinery that issues, perfects, and releases federal tax liens.
Deep expertise in what the IRS will and will not accept — and how to position an OIC for the best possible outcome.
Federal training at one of the agency's most rigorous programs — the same playbook now used to defend taxpayers.
A boutique tax defense practice — not a volume shop.
We work with a deliberately small group of clients who need someone strategic in their corner. Every engagement is led by David personally, with the same attention you'd expect from a high-end legal practice.
We start where most firms can't — with a Revenue Officer's view of what the IRS will accept, escalate, or quietly drop.
Every notice, deadline, and conversation is handled with a defined strategy. Nothing reactive. Nothing improvised.
We absorb the pressure so you don't have to. Direct communication, plain language, no panic.
Sensitive matters stay sensitive. Secure intake, restricted access, and a boutique-firm respect for confidentiality.
Strategic tax defense, IRS resolution, and proactive planning.
Every service is framed around the same outcome: protection, strategy, and confidence in a system that rarely offers any of the three.
Offers in Compromise
Strategic OIC preparation built on direct knowledge of what the IRS will and won't accept — positioned for the best possible outcome.
IRS Resolution
We become the IRS's point of contact. You get clarity, a plan, and someone who knows the playbook on both sides.
Audit Representation
Full representation through every stage of an audit — from first notice to final determination, with a strategy from day one.
Lien & Levy Releases
Direct experience from the lien desk: knowing exactly how releases are filed, prioritized, and approved.
Appeals & Collections
Collection Due Process hearings, appeals, and structured negotiation that holds the IRS to its own rules.
Strategic Tax Planning
Proactive planning for entrepreneurs, professionals, and high-income households who want their tax position designed, not discovered.
Back Tax & Unfiled Returns
Catch up on years of unfiled returns through a sequenced approach that minimizes exposure and re-establishes good standing.
Business Tax Returns
S-corps, partnerships, LLCs, and multi-state filings prepared with defense-grade documentation from the start.
Individual Tax Returns
Complex individual returns for professionals, business owners, and families with intricate financial pictures.
A firm that understands the people we serve.
Entrepreneurs in Valencia. Professionals across the Santa Clarita Valley. Business owners and high-income households throughout Southern California. Our clients tend to be established, ambitious, and busy — and they want a tax partner who can match that altitude.
- Entrepreneurs and founders
- High-income professionals & executives
- Small-business and practice owners
- Real estate investors & multi-entity households
- Clients facing serious IRS exposure
A bestselling author on what the IRS won't tell you.
David's writing has translated complex tax strategy and IRS process into the kind of plain-spoken guidance most taxpayers never get — drawing on the same insider experience he brings to every client engagement.
A bestselling look at the planning strategies the most sophisticated taxpayers actually use — translated for everyone else.
A practical, insider's field guide to navigating IRS pressure, debt, and resolution with strategy instead of fear.
From anxiety to clarity — in five deliberate steps.
A smooth, private, and professional process — designed for people who don't have time for a chaotic engagement on top of an already stressful situation.
A private conversation about what's actually happening — notices, deadlines, exposure. No pressure, no judgment.
We pull your IRS transcripts, evaluate the full picture, and tell you straight what we're working with.
A defined path forward — what we'll file, when, in what order, and what outcome we're playing for.
We become your point of contact with the IRS. You stop opening letters with that feeling in your stomach.
Ongoing planning so the situation that brought you in never has a chance to come back.
"I'd been losing sleep over IRS letters for two years. David read the situation in one call, told me exactly what was going to happen and in what order — and then it did. For the first time, I felt like the adult in the room was on my side."
When the stakes are high,
experience matters.
A confidential, no-pressure conversation about your situation, your options, and what a clear path forward could look like — led personally by David Stone.
Valencia, California 91355