Every Tax Plan Begins With Understanding Your Story.

Piedmont Tax Advisory Group is a tax representation firm helping individuals and business owners resolve back taxes, address IRS and state tax problems, and navigate complex tax matters with experienced professional guidance.

Tax Representation is our primary focus, with Tax Planning available for clients seeking proactive guidance.

Tax Representation

Our primary focus is representing taxpayers before the Internal Revenue Service and state taxing authorities. We assist individuals and business owners facing back taxes, unfiled tax returns, collection matters, tax notices, liens, levies, wage garnishments, examinations, and other tax disputes.

We understand that dealing with the IRS or a state taxing authority can be overwhelming—especially when you're unsure what options are available or what steps to take next. We take the time to understand your situation, evaluate the tax issue you're facing, and develop a strategy based on the facts and circumstances of your case.

Depending on your situation, available resolution options may include payment arrangements, Offer in Compromise, Currently Not Collectible status, penalty relief, filing past-due tax returns, or other available resolution options.

You don't need to know which program or resolution option you need before contacting us. That's what we're here to help determine.

When you engage Piedmont for representation, we serve as your advocate throughout the process, helping you understand what is happening, what options may be available, and what comes next.

Tax Planning

For individuals and business owners looking beyond their current tax obligations, Piedmont also provides proactive tax planning services.

Through a comprehensive discovery process, we evaluate income sources, business activities, investments, and future objectives to identify potential tax-saving opportunities and develop a strategy tailored to your circumstances.

The result is a practical, personalized roadmap designed to help you make informed financial and tax decisions while taking advantage of available planning opportunities.

Experience You Can Rely On

Our leadership team brings experience in tax representation, taxpayer advocacy, tax consulting, strategic planning, and public service. We combine technical tax knowledge with a practical understanding of the financial challenges individuals and business owners face.

Our mission is simple: to help clients resolve tax problems, make informed tax decisions, and move forward with greater confidence.

Authority & Experience

When You're Facing the IRS, Experience Matters.

Tax problems can quickly become more than a filing issue. When back taxes, collection notices, audits, liens, levies, or years of unfiled returns are involved, you need more than someone who knows how to prepare a tax return. You need a professional who understands how to represent you when the stakes are higher.

Piedmont Tax Advisory Group is led by federally licensed Enrolled Agents authorized to represent taxpayers before the IRS. Our leadership also holds the National Tax Practice Institute (NTPI) Fellow® designation, reflecting advanced training in taxpayer representation and complex IRS matters.

But our experience goes beyond credentials.

Our leadership brings prior experience working within the IRS, providing practical insight into how tax matters are reviewed, how collection cases progress, and how the agency approaches taxpayer issues.

That combination of federal licensure, advanced representation training, and direct IRS experience allows Piedmont to approach tax problems from both sides of the table.

You're Not Hiring a Tax Preparer. You're Hiring an Advocate.

When you engage Piedmont for tax representation, our role is to understand what's happening, identify the options available based on your circumstances, develop a strategy, and represent your interests before the taxing authority.

When the IRS becomes more than a tax return, Piedmont is ready to step in.

Ready to Resolve Your Tax Problem?

The first step is understanding exactly where you stand.

Whether you're dealing with back taxes, unfiled returns, IRS or state collection notices, liens, levies, wage garnishments, or another unresolved tax matter, Piedmont Tax Advisory Group can help you determine the path forward.

Begin With a Complimentary Discovery Call

We'll briefly discuss what's happening, identify the tax authority involved, and determine whether our representation services may be a good fit for your situation.

Does Your Tax Matter Require Immediate Attention?

If you're facing an upcoming deadline, active collection action, levy or garnishment, or another time-sensitive tax matter, you may skip the discovery call and schedule a paid Tax Representation Consultation.

This consultation provides dedicated time to discuss your tax matter in greater detail, review the circumstances you're facing, and determine the appropriate next steps.