First thought-how could this happen?

There are multiple tactical paths here, but this is our style:

• Over communicate. The IRS can become an ally when you are engaging. They are scary when you don’t. We’re happy to play a role directly
• Clean up. Often, acceleration is required above what your existing team can handle. We know where to go for this.
• Resolve. Whatever the outcome is-it needs to be folded in to the projection of the business, usually in the short and long term.

:aardvark-symbol-black: Result : A new era

The one thing we know for sure-you will never allow this to happen again, and if it does for a reason you can’t control? You’ll be utterly prepared. Here are some steps:

• Clear Understanding of Total Tax Exposure. You’ll have a precise dollar amount for what is owed, why it’s owed, and what options exist to manage or reduce it.
• Filed and Reconciled Financials That Withstand Scrutiny. Your books and tax filings will be cleaned up, current, and audit-ready—setting a foundation for both compliance and credibility with financial partners.
• An IRS or State Tax Agreement in Place. Whether it’s a payment plan, penalty abatement, or other negotiated outcome—you’ll have an official resolution path documented and in motion.
• Updated Financial Forecast That Includes Tax Impact. Your near-term and long-term projections will fully account for tax payments, ensuring there are no surprises in cash flow or runway.
• A Permanent Compliance System Installed. You’ll leave with recurring systems (monthly, quarterly, annual) for tax prep, filing, and cash reserving—so this never becomes a fire drill again.
• Confidence in How to Handle Any Future IRS Contact. You’ll know who to call, what to say, and what steps to take—turning what was once a panic moment into a practiced protocol.