{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/pfgtax-com","markdownUrl":"https://nowen.ai/agents/pfgtax-com.md","jsonUrl":"https://nowen.ai/agents/pfgtax-com.json","name":"PFGTAX","website":"https://pfgtax.com","location":"Westminster, Colorado, United States","address":{"city":"Westminster","state":"Colorado","country":"United States"},"industry":"Accounting and Tax","deliveryModel":"services","marketCategories":{"primary":{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"},"others":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-12T02:48:50.907Z","summary":"PFGTAX helps individuals and small businesses resolve tax problems and manage their financial and compliance needs.","description":"PFGTAX helps individuals and small businesses address tax problems and manage their financial records. Its team provides tax resolution, bookkeeping, payroll, tax preparation, and audit representation, with clear guidance, structured case plans, and ongoing follow-through. The organization aims to reduce confusion, protect clients from avoidable enforcement actions, and help businesses maintain accurate, useful financial information.","mission":"Our mission is to help taxpayers regain control when taxes have gotten complicated. PFGTAX works to reduce confusion, protect clients from avoidable enforcement action, and pursue the best available resolution path based on eligibility and facts.","directory":{"industryName":"Accounting and Tax","agentCount":8,"indexable":false,"hubUrl":"https://nowen.ai/industry/accounting-and-tax"},"categoryDirectory":{"name":"Bookkeeping Services","agentCount":33,"indexable":true,"url":"https://nowen.ai/category/bookkeeping-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"Tax relief and resolution","anchor":"product-tax-relief-and-resolution","type":"Service","url":"https://www.pfgtax.com/tax-relief/","summary":"Get guidance and representation to address tax debt, respond to collection actions, and pursue a resolution suited to your circumstances.","description":"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.","pricing":{},"features":[{"name":"Case review and resolution planning","value":"Clarify Your Options And Next Steps","valueDescription":"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."},{"name":"IRS and state tax debt resolution","value":"Address Federal And State Tax Debts","valueDescription":"Taxpayers can get assistance addressing tax obligations with the IRS and state agencies, including situations involving separate business and personal tax accounts."},{"name":"Installment agreements and payment plans","value":"Arrange Payments You Can Afford","valueDescription":"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."},{"name":"Collection action prevention and release","value":"Prevent Or Release IRS Levies","valueDescription":"Professional representation can help taxpayers respond to threatened or active collection actions affecting bank accounts, accounts receivable, wages, or other income."},{"name":"Offer in Compromise support","value":"Pursue An Eligible Reduced Settlement","valueDescription":"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."},{"name":"Tax notice response and collection appeals","value":"Respond To Notices And Appeal Actions","valueDescription":"Timely representation can help taxpayers understand notices, address response deadlines, and challenge certain collection actions through the IRS appeals process."},{"name":"Unfiled return compliance","value":"Catch Up On Required Tax Returns","valueDescription":"Filing outstanding returns helps taxpayers address a key compliance issue that can prevent the IRS from discussing a payment plan or other resolution."},{"name":"Professional IRS representation","value":"Get Professional IRS Representation","valueDescription":"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."},{"name":"Penalty abatement","value":"Seek Penalty Reduction Or Removal","valueDescription":"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."},{"name":"Tax lien resolution","value":"Address Tax Lien Issues","valueDescription":"Taxpayers can get assistance responding to federal tax liens and pursuing release, subordination, or discharge when applicable to their circumstances."},{"name":"Currently Not Collectible guidance","value":"Explore Hardship Status When Applicable","valueDescription":"Taxpayers facing financial hardship can receive guidance on whether Currently Not Collectible status may apply to their situation."}]},{"name":"Tax preparation","anchor":"product-tax-preparation","type":"Service","url":"https://www.pfgtax.com/tax-preparation-2/","summary":"Prepare accurate returns, stay compliant, identify applicable tax-saving opportunities, and make tax season less stressful.","description":"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.","pricing":{},"features":[{"name":"Business tax return preparation","value":"Prepare Accurate Business Returns","valueDescription":"Get business tax returns prepared with careful attention to reported activity, deductions, and supporting records."},{"name":"Individual tax return preparation","value":"File Personal Returns With Confidence","valueDescription":"Receive support preparing a personal return that reflects relevant life changes and income circumstances."},{"name":"Filing accuracy and compliance","value":"File Accurately And Stay Compliant","valueDescription":"Receive careful return preparation intended to support accurate reporting and compliance with filing requirements."},{"name":"Tax information and document review","value":"Review Tax Records Carefully","valueDescription":"Have financial information and supporting documents reviewed as part of preparing a complete, accurate return."},{"name":"Tax deduction identification","value":"Identify Applicable Tax Deductions","valueDescription":"Review potential deductions relevant to the client's circumstances and business activity."},{"name":"Tax credit identification","value":"Identify Potential Tax Credits","valueDescription":"Review eligibility for applicable credits to help clients avoid overlooking potential tax savings."},{"name":"Past-due and prior return evaluation","value":"Evaluate Past Filing Issues","valueDescription":"Get help assessing missed deadlines, tax notices, and concerns about previously prepared returns."},{"name":"Tax filing guidance and communication","value":"Understand Your Tax Filing","valueDescription":"Get practical guidance and clear communication about the return being prepared and the reasons for its contents."}]},{"name":"Bookkeeping","anchor":"product-bookkeeping","type":"Service","url":"https://www.pfgtax.com/bookkeeping/","summary":"Keep financial records accurate and current, improve visibility into cash flow, and stay prepared for tax season and business decisions.","description":"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.","pricing":{},"features":[{"name":"Ongoing bookkeeping and transaction organization","value":"Keep Your Books Current","valueDescription":"Regular organization and categorization of financial activity helps business owners maintain accurate records and a clearer picture of their financial position."},{"name":"Law firm bookkeeping and trust accounting","value":"Separate And Reconcile Client Funds","valueDescription":"Client trust funds are tracked separately from firm operating funds, with trust account records reconciled by client and matter and organized for bar audits."},{"name":"Account reconciliation","value":"Verify Your Financial Records","valueDescription":"Reconciliation helps identify discrepancies and keeps records organized and accurate for reporting, tax preparation, and business review."},{"name":"Financial reporting","value":"See Your Business Finances Clearly","valueDescription":"Organized financial reports give business owners a clearer view of financial activity and help them review performance and make decisions using business records."},{"name":"Catch-up and cleanup bookkeeping","value":"Bring Overdue Books Up To Date","valueDescription":"Catch-up and cleanup work helps businesses get disorganized or behind records reconciled and current, with records organized for continued bookkeeping."},{"name":"Cannabis bookkeeping","value":"Organize Cannabis Business Records","valueDescription":"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."},{"name":"Construction bookkeeping and job costing","value":"Track Profit And Receivables By Job","valueDescription":"Project-level records show income, costs, and accounts receivable by job, helping contractors review project results and see what remains outstanding."},{"name":"E-commerce bookkeeping","value":"Reconcile Sales Across Every Channel","valueDescription":"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."},{"name":"Medical and dental practice bookkeeping","value":"Track Practice Revenue And Receivables","valueDescription":"Records distinguish billed amounts, insurance adjustments, patient balances, and provider-level revenue to give practices a clearer view of collections and financial activity."},{"name":"Real estate bookkeeping","value":"Track Financial Activity By Property","valueDescription":"Property-level records help owners and managers review each property's income and expenses, while keeping trust funds, asset records, and commissions organized."},{"name":"Restaurant bookkeeping","value":"Reconcile Restaurant Sales And Costs","valueDescription":"Reconciliation and detailed records account for point-of-sale activity, processors, delivery platforms, tips, and food costs, with consolidated reporting available for multiple locations."},{"name":"Trucking bookkeeping","value":"Organize Trucking Income And Deductions","valueDescription":"Records are organized around trucking operations, including settlement statements, factoring, expenses, per diem, and information supporting IFTA fuel tax reporting."},{"name":"Tax and financing-ready records","value":"Prepare Records For Key Requests","valueDescription":"Organized records can be ready when businesses need documentation for tax preparation, financing, audits, or other business-related requests."},{"name":"Farm and ranch bookkeeping","value":"Organize Farm Financial Records","valueDescription":"Records reflect seasonal farm cash flow and track income, expenses, assets, depreciation, and property sales for tax preparation and financial review."}],"marketCategories":[{"name":"Bookkeeping Services","url":"https://nowen.ai/category/bookkeeping-services"}]},{"name":"Audit representation","anchor":"product-audit-representation","type":"Service","url":"https://www.pfgtax.com/audit-representation/","summary":"Get guidance through IRS or state tax audits, with organized responses and representation to protect your rights and reduce avoidable mistakes.","description":"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.","pricing":{},"features":[{"name":"Audit response preparation","value":"Prepare Clear, Supported Responses","valueDescription":"Respond to audit requests with clear, accurate information supported by relevant documentation, helping avoid incomplete submissions and unnecessary mistakes."},{"name":"Tax authority communication","value":"Communicate With Tax Authorities","valueDescription":"Have a knowledgeable representative communicate with the IRS or state agency as part of the audit process."},{"name":"Taxpayer rights protection","value":"Protect Your Taxpayer Rights","valueDescription":"Get professional support intended to protect your rights and help reduce avoidable risks during communications and responses to tax authorities."},{"name":"Audit notice review","value":"Clarify Audit Requests","valueDescription":"Understand the information, clarification, or documentation requested by the tax authority before preparing a response."},{"name":"Individual and business audit support","value":"Address Individual And Business Audits","valueDescription":"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."},{"name":"Supporting document organization","value":"Organize Supporting Records","valueDescription":"Prepare records in an organized manner to support a clear, documented response to the tax authority’s questions."},{"name":"Audit process and outcome guidance","value":"Navigate The Audit Process","valueDescription":"Understand the process and possible outcomes, stay organized, and respond promptly and professionally as the audit proceeds."}]},{"name":"Fractional CFO Services","anchor":"product-fractional-cfo-services","type":"Service","url":"https://www.pfgtax.com/fractional-cfo/","summary":"Gain clearer insight into profitability, cash flow, and business performance to make confident financial decisions without hiring a full-time CFO.","description":"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.","pricing":{},"features":[{"name":"Profit and loss analysis","value":"Understand Profitability And Margin Trends","valueDescription":"A clear, consistent P&L helps owners understand what happened during the month, identify changing expenses and margins, and consider what to adjust next."},{"name":"Bank statement and cash flow review","value":"See And Address Cash Flow Issues","valueDescription":"Comparing bank activity with the books helps owners verify reported cash activity, find recurring or unnecessary spending, and identify irregularities, duplicates, or missed transactions."},{"name":"KPI dashboard and action planning","value":"Turn Financial Metrics Into Next Steps","valueDescription":"A KPI dashboard and action plan organize key performance measures and recommendations so owners can identify priorities and plan changes for the coming month."},{"name":"Balance sheet review and cleanup","value":"Clarify Your Financial Position","valueDescription":"A clean balance sheet helps owners see working capital, receivables, payables, debt, equity, inventory, and assets, supporting decision-making, tax planning, and lending readiness."},{"name":"Project profitability and job costing","value":"Identify Profitable And Unprofitable Projects","valueDescription":"Project-level reporting helps owners see which jobs or clients make money or use resources unprofitably and informs pricing and project decisions."},{"name":"Cost of goods sold analysis","value":"Evaluate Direct Costs And Gross Profit","valueDescription":"COGS analysis helps owners identify increasing material, subcontractor, or vendor costs, assess pricing, and understand gross profit after direct costs."},{"name":"Payroll and labor efficiency analysis","value":"Align Staffing With Profitability And Growth","valueDescription":"Labor analysis gives owners visibility into payroll, staffing needs, overtime, and labor utilization to help align staffing with business profitability and growth."}],"marketCategories":[{"name":"Fractional CFO Services","url":"https://nowen.ai/category/fractional-cfo-services"}]},{"name":"Payroll Services","anchor":"product-payroll-services","type":"Service","url":"https://www.pfgtax.com/payroll/","summary":"Run payroll, manage tax filings, and prepare year-end forms through one organized portal without a QuickBooks Payroll subscription.","description":"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.","pricing":{},"features":[{"name":"Payroll processing","value":"Process Payroll On Schedule","valueDescription":"Get payroll processed on a regular schedule across different pay types and employee situations, including owner payroll."},{"name":"Payroll tax filing and compliance","value":"File Required Payroll Tax Forms","valueDescription":"Have required federal and applicable state payroll filings handled as part of the payroll service, helping businesses manage filing requirements and deadlines."},{"name":"Centralized payroll portal","value":"Manage Payroll In One Place","valueDescription":"Use a single portal for payroll and related records, rather than managing information across a patchwork of systems."},{"name":"Year-end forms and reconciliation","value":"Prepare Year-End Payroll Forms","valueDescription":"Receive employee W-2s and W-3 transmittal filing, along with reconciliation support to help align year-end payroll totals."},{"name":"QuickBooks Payroll alternative","value":"Avoid A QuickBooks Payroll Subscription","valueDescription":"Use PFGTAX's payroll portal without paying for a QuickBooks Payroll subscription."},{"name":"Restaurant tip reporting coordination","value":"Coordinate Restaurant Tip Reporting","valueDescription":"Coordinate tip reporting between restaurant POS and payroll systems so reported tip figures are recorded consistently."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://pfgtax.com","text":"PFGTAX"},{"url":"https://www.pfgtax.com/tax-relief/","text":"Tax relief and resolution"},{"url":"https://www.pfgtax.com/tax-preparation-2/","text":"Tax preparation"},{"url":"https://www.pfgtax.com/bookkeeping/","text":"Bookkeeping"},{"url":"https://www.pfgtax.com/audit-representation/","text":"Audit representation"},{"url":"https://www.pfgtax.com/fractional-cfo/","text":"Fractional CFO Services"},{"url":"https://www.pfgtax.com/payroll/","text":"Payroll Services"}]}