PFGTAX

Get guidance and representation to address tax debt, respond to collection actions, and pursue a resolution suited to your circumstances.

Prepare accurate returns, stay compliant, identify applicable tax-saving opportunities, and make tax season less stressful.

Keep financial records accurate and current, improve visibility into cash flow, and stay prepared for tax season and business decisions.

Get guidance through IRS or state tax audits, with organized responses and representation to protect your rights and reduce avoidable mistakes.

Gain clearer insight into profitability, cash flow, and business performance to make confident financial decisions without hiring a full-time CFO.

Run payroll, manage tax filings, and prepare year-end forms through one organized portal without a QuickBooks Payroll subscription.

Tax relief and resolution

PFGTAX provides tax representation and resolution support for individuals and small businesses facing IRS or state tax problems, including back taxes, unfiled returns, notices, payroll tax liabilities, and collection actions. Tax professionals review each situation, assess urgency and eligibility, explain realistic options, and help carry out a resolution plan. Services include installment agreements, Offer in Compromise support, penalty abatement, collection appeals, and assistance addressing levies, garnishments, and tax liens. PFGTAX also helps taxpayers catch up on required personal and business returns, which may be needed before a resolution can proceed.

• Clarify Your Options And Next Steps
  A case review helps taxpayers understand what they are dealing with, which resolution paths may fit their facts and eligibility, and what actions should come first.
• Address Federal And State Tax Debts
  Taxpayers can get assistance addressing tax obligations with the IRS and state agencies, including situations involving separate business and personal tax accounts.
• Arrange Payments You Can Afford
  A payment arrangement can spread tax debt over time rather than requiring payment all at once. PFGTAX assesses financial information and helps pursue terms that reflect what the taxpayer can realistically afford.
• Prevent Or Release IRS Levies
  Professional representation can help taxpayers respond to threatened or active collection actions affecting bank accounts, accounts receivable, wages, or other income.
• Pursue An Eligible Reduced Settlement
  For taxpayers who qualify, an Offer in Compromise may provide a path to settle tax debt for less than the full balance. Eligibility and outcomes depend on the taxpayer’s financial circumstances and case facts.
• Respond To Notices And Appeal Actions
  Timely representation can help taxpayers understand notices, address response deadlines, and challenge certain collection actions through the IRS appeals process.
• Catch Up On Required Tax Returns
  Filing outstanding returns helps taxpayers address a key compliance issue that can prevent the IRS from discussing a payment plan or other resolution.
• Get Professional IRS Representation
  Representation helps taxpayers navigate IRS procedures and communications with support from tax professionals who can handle agency contact and help move the resolution plan forward.
• Seek Penalty Reduction Or Removal
  Representation can help taxpayers present the circumstances behind penalties and request that some or all of them be reduced or removed when the facts support relief.
• Address Tax Lien Issues
  Taxpayers can get assistance responding to federal tax liens and pursuing release, subordination, or discharge when applicable to their circumstances.
• Explore Hardship Status When Applicable
  Taxpayers facing financial hardship can receive guidance on whether Currently Not Collectible status may apply to their situation.

Tax preparation

PFGTAX prepares business and individual tax returns for business owners, self-employed individuals, families, professionals, and taxpayers with complex financial situations. The team reviews income, expenses, deductions, credits, and supporting documentation, and can help clients assess missed filing deadlines or questions about prior returns. With careful review, clear communication, and practical guidance, the service helps clients file accurately, stay compliant, and understand what is being filed and why.

• Prepare Accurate Business Returns
  Get business tax returns prepared with careful attention to reported activity, deductions, and supporting records.
• File Personal Returns With Confidence
  Receive support preparing a personal return that reflects relevant life changes and income circumstances.
• File Accurately And Stay Compliant
  Receive careful return preparation intended to support accurate reporting and compliance with filing requirements.
• Review Tax Records Carefully
  Have financial information and supporting documents reviewed as part of preparing a complete, accurate return.
• Identify Applicable Tax Deductions
  Review potential deductions relevant to the client's circumstances and business activity.
• Identify Potential Tax Credits
  Review eligibility for applicable credits to help clients avoid overlooking potential tax savings.
• Evaluate Past Filing Issues
  Get help assessing missed deadlines, tax notices, and concerns about previously prepared returns.
• Understand Your Tax Filing
  Get practical guidance and clear communication about the return being prepared and the reasons for its contents.

Bookkeeping

PFGTAX provides ongoing and catch-up bookkeeping for small businesses and organizations across a range of industries. The team organizes income and expenses, categorizes transactions, reconciles accounts, reviews financial activity, and prepares financial reports. Services can help keep records current and ready for tax preparation, planning, financing, audits, and business decisions. Bookkeeping is tailored to businesses’ operations and reporting needs, including specialized support for sectors such as construction, e-commerce, farming, law, medical and dental practices, real estate, restaurants, trucking, and cannabis.

Category: Bookkeeping Services

• Keep Your Books Current
  Regular organization and categorization of financial activity helps business owners maintain accurate records and a clearer picture of their financial position.
• Separate And Reconcile Client Funds
  Client trust funds are tracked separately from firm operating funds, with trust account records reconciled by client and matter and organized for bar audits.
• Verify Your Financial Records
  Reconciliation helps identify discrepancies and keeps records organized and accurate for reporting, tax preparation, and business review.
• See Your Business Finances Clearly
  Organized financial reports give business owners a clearer view of financial activity and help them review performance and make decisions using business records.
• Bring Overdue Books Up To Date
  Catch-up and cleanup work helps businesses get disorganized or behind records reconciled and current, with records organized for continued bookkeeping.
• Organize Cannabis Business Records
  Industry-specific bookkeeping tracks costs, expenses, cash activity, and seed-to-sale records in formats designed around the rules and reporting needs described for cannabis businesses.
• Track Profit And Receivables By Job
  Project-level records show income, costs, and accounts receivable by job, helping contractors review project results and see what remains outstanding.
• Reconcile Sales Across Every Channel
  Channel-level records account for sales, fees, refunds, advertising costs, and payouts across marketplaces, while inventory and sales tax records are tracked for online selling.
• Track Practice Revenue And Receivables
  Records distinguish billed amounts, insurance adjustments, patient balances, and provider-level revenue to give practices a clearer view of collections and financial activity.
• Track Financial Activity By Property
  Property-level records help owners and managers review each property's income and expenses, while keeping trust funds, asset records, and commissions organized.
• Reconcile Restaurant Sales And Costs
  Reconciliation and detailed records account for point-of-sale activity, processors, delivery platforms, tips, and food costs, with consolidated reporting available for multiple locations.
• Organize Trucking Income And Deductions
  Records are organized around trucking operations, including settlement statements, factoring, expenses, per diem, and information supporting IFTA fuel tax reporting.
• Prepare Records For Key Requests
  Organized records can be ready when businesses need documentation for tax preparation, financing, audits, or other business-related requests.
• Organize Farm Financial Records
  Records reflect seasonal farm cash flow and track income, expenses, assets, depreciation, and property sales for tax preparation and financial review.

Audit representation

PFGTAX provides representation and support for individuals and businesses facing IRS or state tax audits, tax notices, document requests, and related inquiries. The service includes reviewing audit notices, identifying requested information, organizing supporting records, preparing responses, communicating with tax authorities, and helping clients understand possible outcomes. Representatives guide clients through the process and help them respond in a timely, professional manner while protecting their rights.

• Prepare Clear, Supported Responses
  Respond to audit requests with clear, accurate information supported by relevant documentation, helping avoid incomplete submissions and unnecessary mistakes.
• Communicate With Tax Authorities
  Have a knowledgeable representative communicate with the IRS or state agency as part of the audit process.
• Protect Your Taxpayer Rights
  Get professional support intended to protect your rights and help reduce avoidable risks during communications and responses to tax authorities.
• Clarify Audit Requests
  Understand the information, clarification, or documentation requested by the tax authority before preparing a response.
• Address Individual And Business Audits
  Receive audit support tailored to the types of tax return items and financial records under review, whether the audit concerns an individual or a business.
• Organize Supporting Records
  Prepare records in an organized manner to support a clear, documented response to the tax authority’s questions.
• Navigate The Audit Process
  Understand the process and possible outcomes, stay organized, and respond promptly and professionally as the audit proceeds.

Fractional CFO Services

PFG Tax provides CFO-level financial guidance for business owners who want clear reporting, tighter cash-flow control, and better profitability without hiring a full-time CFO. The service includes profit and loss creation or review, balance sheet cleanup, bank statement analysis, project profitability and job costing, cost of goods sold analysis, payroll and labor efficiency analysis, and KPI dashboards. Support can also include an owner summary, recommendations, and an action plan to guide decisions for the next month.

Category: Fractional CFO Services

• Understand Profitability And Margin Trends
  A clear, consistent P&L helps owners understand what happened during the month, identify changing expenses and margins, and consider what to adjust next.
• See And Address Cash Flow Issues
  Comparing bank activity with the books helps owners verify reported cash activity, find recurring or unnecessary spending, and identify irregularities, duplicates, or missed transactions.
• Turn Financial Metrics Into Next Steps
  A KPI dashboard and action plan organize key performance measures and recommendations so owners can identify priorities and plan changes for the coming month.
• Clarify Your Financial Position
  A clean balance sheet helps owners see working capital, receivables, payables, debt, equity, inventory, and assets, supporting decision-making, tax planning, and lending readiness.
• Identify Profitable And Unprofitable Projects
  Project-level reporting helps owners see which jobs or clients make money or use resources unprofitably and informs pricing and project decisions.
• Evaluate Direct Costs And Gross Profit
  COGS analysis helps owners identify increasing material, subcontractor, or vendor costs, assess pricing, and understand gross profit after direct costs.
• Align Staffing With Profitability And Growth
  Labor analysis gives owners visibility into payroll, staffing needs, overtime, and labor utilization to help align staffing with business profitability and growth.

Payroll Services

PFGTAX provides full-service payroll for businesses of all sizes through one portal. The service includes accurate, timely payroll processing, federal and state payroll tax filings, and year-end forms, with support for employee and owner payroll. Businesses can use the portal as an alternative to a QuickBooks Payroll subscription. Payroll services start at $100 per month.

• Process Payroll On Schedule
  Get payroll processed on a regular schedule across different pay types and employee situations, including owner payroll.
• File Required Payroll Tax Forms
  Have required federal and applicable state payroll filings handled as part of the payroll service, helping businesses manage filing requirements and deadlines.
• Manage Payroll In One Place
  Use a single portal for payroll and related records, rather than managing information across a patchwork of systems.
• Prepare Year-End Payroll Forms
  Receive employee W-2s and W-3 transmittal filing, along with reconciliation support to help align year-end payroll totals.
• Avoid A QuickBooks Payroll Subscription
  Use PFGTAX's payroll portal without paying for a QuickBooks Payroll subscription.
• Coordinate Restaurant Tip Reporting
  Coordinate tip reporting between restaurant POS and payroll systems so reported tip figures are recorded consistently.