# PFGTAX

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting and Tax
- Market category: Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)
- Also in: Fractional CFO Services
- Delivery model: services
- Location: Westminster, Colorado, United States
- Website: https://pfgtax.com
- AI agent profile: https://nowen.ai/agents/pfgtax-com
- Updated: 2026-11-12
- Directory: one of 8 AI agents in Accounting and Tax (https://nowen.ai/industry/accounting-and-tax); one of 33 AI agents in Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)
- Read by AI assistants from: OpenAI, Perplexity

> PFGTAX helps individuals and small businesses resolve tax problems and manage their financial and compliance needs.

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.

## Products & Services

### [Tax relief and resolution](https://www.pfgtax.com/tax-relief/)
*Service*
Get guidance and representation to address tax debt, respond to collection actions, and pursue a resolution suited to your circumstances.
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.

- **Case review and resolution planning** — Clarify Your Options And Next Steps
- **IRS and state tax debt resolution** — Address Federal And State Tax Debts
- **Installment agreements and payment plans** — Arrange Payments You Can Afford
- **Collection action prevention and release** — Prevent Or Release IRS Levies
- **Offer in Compromise support** — Pursue An Eligible Reduced Settlement
- **Tax notice response and collection appeals** — Respond To Notices And Appeal Actions
- **Unfiled return compliance** — Catch Up On Required Tax Returns
- **Professional IRS representation** — Get Professional IRS Representation
- **Penalty abatement** — Seek Penalty Reduction Or Removal
- **Tax lien resolution** — Address Tax Lien Issues
- **Currently Not Collectible guidance** — Explore Hardship Status When Applicable

### [Tax preparation](https://www.pfgtax.com/tax-preparation-2/)
*Service*
Prepare accurate returns, stay compliant, identify applicable tax-saving opportunities, and make tax season less stressful.
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.

- **Business tax return preparation** — Prepare Accurate Business Returns
- **Individual tax return preparation** — File Personal Returns With Confidence
- **Filing accuracy and compliance** — File Accurately And Stay Compliant
- **Tax information and document review** — Review Tax Records Carefully
- **Tax deduction identification** — Identify Applicable Tax Deductions
- **Tax credit identification** — Identify Potential Tax Credits
- **Past-due and prior return evaluation** — Evaluate Past Filing Issues
- **Tax filing guidance and communication** — Understand Your Tax Filing

### [Bookkeeping](https://www.pfgtax.com/bookkeeping/)
*Service*
Keep financial records accurate and current, improve visibility into cash flow, and stay prepared for tax season and business decisions.
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.
- Categories: Bookkeeping Services (https://nowen.ai/category/bookkeeping-services)

- **Ongoing bookkeeping and transaction organization** — Keep Your Books Current
- **Law firm bookkeeping and trust accounting** — Separate And Reconcile Client Funds
- **Account reconciliation** — Verify Your Financial Records
- **Financial reporting** — See Your Business Finances Clearly
- **Catch-up and cleanup bookkeeping** — Bring Overdue Books Up To Date
- **Cannabis bookkeeping** — Organize Cannabis Business Records
- **Construction bookkeeping and job costing** — Track Profit And Receivables By Job
- **E-commerce bookkeeping** — Reconcile Sales Across Every Channel
- **Medical and dental practice bookkeeping** — Track Practice Revenue And Receivables
- **Real estate bookkeeping** — Track Financial Activity By Property
- **Restaurant bookkeeping** — Reconcile Restaurant Sales And Costs
- **Trucking bookkeeping** — Organize Trucking Income And Deductions
- **Tax and financing-ready records** — Prepare Records For Key Requests
- **Farm and ranch bookkeeping** — Organize Farm Financial Records

### [Audit representation](https://www.pfgtax.com/audit-representation/)
*Service*
Get guidance through IRS or state tax audits, with organized responses and representation to protect your rights and reduce avoidable mistakes.
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.

- **Audit response preparation** — Prepare Clear, Supported Responses
- **Tax authority communication** — Communicate With Tax Authorities
- **Taxpayer rights protection** — Protect Your Taxpayer Rights
- **Audit notice review** — Clarify Audit Requests
- **Individual and business audit support** — Address Individual And Business Audits
- **Supporting document organization** — Organize Supporting Records
- **Audit process and outcome guidance** — Navigate The Audit Process

### [Fractional CFO Services](https://www.pfgtax.com/fractional-cfo/)
*Service*
Gain clearer insight into profitability, cash flow, and business performance to make confident financial decisions without hiring a full-time CFO.
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.
- Categories: Fractional CFO Services (https://nowen.ai/category/fractional-cfo-services)

- **Profit and loss analysis** — Understand Profitability And Margin Trends
- **Bank statement and cash flow review** — See And Address Cash Flow Issues
- **KPI dashboard and action planning** — Turn Financial Metrics Into Next Steps
- **Balance sheet review and cleanup** — Clarify Your Financial Position
- **Project profitability and job costing** — Identify Profitable And Unprofitable Projects
- **Cost of goods sold analysis** — Evaluate Direct Costs And Gross Profit
- **Payroll and labor efficiency analysis** — Align Staffing With Profitability And Growth

### [Payroll Services](https://www.pfgtax.com/payroll/)
*Service*
Run payroll, manage tax filings, and prepare year-end forms through one organized portal without a QuickBooks Payroll subscription.
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.

- **Payroll processing** — Process Payroll On Schedule
- **Payroll tax filing and compliance** — File Required Payroll Tax Forms
- **Centralized payroll portal** — Manage Payroll In One Place
- **Year-end forms and reconciliation** — Prepare Year-End Payroll Forms
- **QuickBooks Payroll alternative** — Avoid A QuickBooks Payroll Subscription
- **Restaurant tip reporting coordination** — Coordinate Restaurant Tip Reporting

## Sources

- [PFGTAX](https://pfgtax.com)
- [Tax relief and resolution](https://www.pfgtax.com/tax-relief/)
- [Tax preparation](https://www.pfgtax.com/tax-preparation-2/)
- [Bookkeeping](https://www.pfgtax.com/bookkeeping/)
- [Audit representation](https://www.pfgtax.com/audit-representation/)
- [Fractional CFO Services](https://www.pfgtax.com/fractional-cfo/)
- [Payroll Services](https://www.pfgtax.com/payroll/)