Other Services

Tax Planning & IRS Representation

Tax planning, IRS representation and practical support for changing financial needs.

Good tax outcomes are planned, not filed. EZ Tax Works LLC provides tax planning services, IRS representation support and practical year-round guidance for individuals and business owners in Cumberland, RI and nationwide — so estimated payments, withholding and notices are handled before they become problems.

  • Tax planning

    Proactive projections, estimated payment guidance and withholding reviews to help reduce surprises at filing time.

  • IRS representation support

    Assistance with audits, payment plans, penalty abatement requests and installment agreements.

  • Prior-return reviews

    A second opinion on a return prepared elsewhere, free of charge for new clients.

Tax Planning Services

Tax planning is looking ahead instead of looking back. Rather than discovering what you owe in April, we project your taxes during the year, set up estimated payment schedules and review your withholding so the final bill holds no surprises.

Proactive planning matters most when your income changes — a raise, a business that grows, a rental property, a retirement account withdrawal. We look at the whole picture and recommend moves while there is still time for them to count.

Our tax planning services include:

  • Mid-year tax projections
  • Estimated tax payment schedules
  • Withholding reviews
  • Year-end planning for individuals and business owners

IRS Audit Representation & Notice Support

An IRS or state tax letter is stressful precisely because it is unclear what the agency wants. We read the notice, explain what it actually means, and help you respond — with support for audits, payment plans, penalty abatement requests and installment agreements.

You do not have to deal with the IRS alone. We help you understand your options, prepare the response and work toward a resolution you can afford.

How we help:

  • IRS and state tax notice responses
  • Audit assistance and representation support
  • Payment plans and installment agreements
  • Penalty abatement requests

Free Second-Opinion Return Reviews

Not sure whether a return prepared elsewhere left money on the table? We offer a second opinion on a prior-year return, free of charge for new clients. If we find missed credits, deductions or errors, we explain them and prepare an amended return when it is worth filing.

Serving Cumberland, Rhode Island & the Boston Metro Area

Tax planning and IRS support are available year-round, not just during filing season. Meet us in Cumberland, RI or work with us remotely from anywhere in the United States through our secure client portal.

  • Cumberland, RI
  • Providence County
  • All of Rhode Island
  • Boston Metro Area
  • Massachusetts
  • Remote clients nationwide

Frequently asked questions

What is tax planning, and when should I start?

Tax planning means projecting your taxes during the year and adjusting estimated payments, withholding and deductions before year end. The best time to start is mid-year, but we can help at any point — planning is most valuable whenever your income has changed.

Can you help me respond to an IRS notice?

Yes. We read the notice, explain what it means in plain language, and help you respond — including audits, payment plans, installment agreements and penalty abatement requests.

Is the prior-return review really free?

Yes. A second opinion on a return prepared elsewhere is free of charge for new clients. If we find missed credits or errors, we explain them and prepare an amended return when it is worth filing.

Do you offer multi-state tax filing services?

Yes. If you moved during the year, work remotely for an out-of-state employer, own rental property in another state, or run a business across state lines, we handle multi-state tax filing and allocate income correctly to each state.

Want fewer tax surprises this year?

Contact EZ Tax Works LLC for tax planning services, IRS notice support and a free review of a prior return — for individuals and businesses in Rhode Island, the Boston Metro Area and all 50 states.

Other services

Ready when you are

Book a time that works for you, or send us your documents securely through the client portal. New clients get a free review of last year's return.