Tax Services Designed to
Protect You—Year-Round
From filing to resolution, we help you stay compliant and confident.
Tax Resolution & IRS Representation
IRS Troubles? Let’s Handle Them Together.
Tax resolution is our core focus. We represent you directly before the IRS/state tax agencies to resolve tax debt, stop enforcement actions, and create a plan you can live with.
Tax Preparation
We prepare accurate, compliant individual and business tax returns with attention to detail and strategy in mind. No shortcuts. No guesswork. Accurate filing supports resolution strategies and long-term compliance.
Tax Protection Plans
Stay protected year-round with monitoring, guidance, and early intervention—so problems don’t catch you off guard.
Tax Planning
Tax planning isn’t just for the wealthy. It’s for anyone who wants fewer surprises. We help you understand your numbers, plan ahead, and make informed decisions.
Explore LBH Services
Tax Troubles Discovery Call
The Tax Troubles Discovery Call is a focused, confidential consultation designed for individuals and business owners who are dealing with IRS or state tax problems and need clarity on what to do next.
This call is the first step toward resolving tax issues such as IRS notices, back taxes, penalties, payment plans, or enforcement actions. During this session, we review your situation at a high level, identify immediate concerns, and outline potential resolution paths.
This is not a sales call and not tax preparation. It is a professional consultation intended to assess your tax trouble and determine whether LBH Services is the right fit to assist you.
This service is ideal if you:
• Have received IRS or state tax notices
• Owe back taxes
• Are behind on filing tax returns
• Are worried about enforcement actions
(liens, levies, garnishments)
• Feel overwhelmed or unsure how serious
your tax situation is
• Want professional guidance before taking action
DURATION
30 minutes
Conducted virtually via video or phone
Personal Tax Preparation
Personal Tax Preparation is designed for individuals who want accurate, compliant tax filing handled professionally and with care. This service ensures your federal and applicable state tax returns are prepared correctly while supporting long-term compliance and peace of mind.
LBH Services approaches tax preparation with a resolution-aware mindset—meaning filings are completed strategically, especially when past tax issues or balances exist.
What’s Included:
• Preparation of federal and applicable state individual income tax return
• Review of income documents provided
• Basic tax compliance review
• Secure electronic filing (when eligible)
• Client review prior to submission
DURATION
Timeline depends on document completeness and complexity. Estimated timeframe provided after intake.
Tax Resolution Deep Dive Investigation
The Tax Resolution Deep Dive Investigation is a comprehensive, strategic review of your IRS and/or state tax situation designed for taxpayers who are ready to take action and move toward resolution.
This service goes beyond general discussion. It involves a full investigation of your tax accounts, compliance status, balances, and enforcement risk so we can determine the best possible resolution strategy for your specific circumstances. This is the required step before any IRS negotiations, payment plans, penalty abatements, or advanced resolution work can begin.
During the Investigation, we will:
1. IRS / State Authorization
2. Transcript & Account Analysis
3. Compliance Review
4. Financial Snapshot Review
5. Resolution Strategy Development
6. Strategy Review Call
DURATION & TIMELINE
Initial setup & authorization: 1–3 business days Transcript retrieval & review: approximately 10–15 business days Timelines may vary based on IRS processing times and client responsiveness.
Business Tax Preparation
Business Tax Preparation provides compliant, professional tax filing for business owners who want their returns prepared accurately and in alignment with IRS requirements.
This service focuses on compliance, not entity restructuring, and supports business owners who may also be navigating IRS resolution or ongoing tax obligations.
During the Investigation, we will:
• Preparation of applicable business tax return
• Review of income and expense
information provided
• Compliance review for filing requirements
• Coordination with personal return
(when applicable)
• Secure electronic filing (when eligible)
DURATION & TIMELINE
Timelines vary based on complexity and records provided.
365
Tax Shield
365 Tax Shield
The 365 Tax Shield™ is LBH Services’ most comprehensive year-round tax protection and monitoring program. It is designed for individuals and business owners who want ongoing oversight, early issue detection, and professional guidance —so tax problems never catch them off guard again.
This program goes beyond seasonal tax preparation. It provides continuous monitoring and support throughout the year, helping clients stay compliant, informed, and protected.
The goal of the 365 Tax Shield™ is simple:
No More Tax Troubles—365 days a year.
The 365 Tax Shield is ideal if you:
- Have resolved past IRS or state tax issues
- Want proactive protection and monitoring
- Prefer professional oversight year-round
- Want early intervention before problems escalate
- Are a business owner or high-income earner
- Value peace of mind and continuity
What’s Included:
• Quarterly Tax Planning Check-ins
• End of Year Bookkeeping Clean up
• IAN Transcript Monitoring
+ Monthly Written Updates
• IRS Correspondence Review & Response
• Annual Tax Review + Next Year Projections
• Priority Access + 3 Bonus Calls
DURATION
Annual subscription (12 months)
Coverage begins upon enrollment and payment