Who is Stephan?

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Tax Relief - Tax Resolution

 🛠️ Tax Resolution Services:

If you're facing issues with the IRS or state agencies, our Certified Tax Resolution Specialist, EAs, CPAs, and NTPI Fellow can help with:


🏦 Aggressive Tax Collections

💸 Settle or Reduce Your Tax Debt

🚨 IRS Levies, Garnishments & Seizures

💳 Installment Agreements**, 

📊 Audit Representation**, 

👩‍❤️‍👨 Innocent Spouse**, 

🛡️ Protecting Your Taxpayer Rights**, 

🏛️ Federal & State Tax Resolutions**. 

Tax Preparation-Planning

🌟 100% Legal Tax Planning & Tax Recovery Strategies:

Our clients gain access to an exclusive community of elite professionals and resources previously available only to the ultra-wealthy. With over 150 dynamic strategies, we craft fully legal and executable tax plans that reduce your tax burden by 25-60%. 


 🛡️ Audit-Proof Your Business:

Einstein once said, “The hardest thing in the world to understand is income taxes.” It’s no wonder small business owners often struggle to maximize deductions. Our Thought Leaders simplify this process by offering strategic guidance, minimizing risk, saving time, and simplifying record-keeping. 

Business Profit Maximization Strategies

📊 Build & Grow Your Business:

We help business owners accelerate their growth. Every member of our growth team is a seasoned entrepreneur or CEO who has successfully built, grown, and sold high-grossing, award-winning businesses. 

Fractional CFO/Controller and Outsourced Accounting

📈 **Fractional CFO/Controller and Outsourced Accounting** 

We are a consulting firm dedicated to meeting your business’s financial service needs. We handle the planning and execution of a wide variety of financial goals, from strategy to implementation and outsourced accounting support. 

1: Who do you help?

We help individuals and business owners dealing with IRS or state tax problems—especially back taxes, notices, levies, garnishments, liens, and unfiled returns.

2: What tax problems can you resolve?

Common cases include unpaid tax debtunfiled returnsinstallment agreements (payment plans)Offer in Compromisepenalty relief, and help addressing levies, liens, and wage garnishments.

3: Do I have to talk to the IRS or the state agency myself?

No—your representative can communicate with the IRS/state on your behalf so you’re not stuck doing the “hold music Olympics.”

4: How fast can you stop a wage garnishment or levy?

In many situations, they focus on immediate action and note wage garnishments/levy issues can sometimes be stopped, avoided, or released quickly—often cited as as fast as one day in certain cases.

5: Will an Offer in Compromise automatically stop a levy?

Not always. They explain that levy/collection activity isn’t automatically paused in every situation, and eligibility matters.

6: If my bank account is levied, is there a deadline to act?

Yes—Legacy’s IRS levy info notes banks generally hold funds for 21 days after the levy date before sending them to the IRS, which is a critical window to respond. 

7: Who will be working on my case?

Their location pages describe a team that includes CPAs, Enrolled Agents (EAs), and Attorneys with experience resolving tax liabilities. 

Experience

Education

JSM

Jun 2011 JSM

Thomas Jefferson School of Law

BS Accounting

Jun 1994 BS Accounting

Arizona State University

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