Jeffrey Taylor
CPA, Tax Resolution and Advisory
Veteran Owned
Military discipline in every engagement
Former IRS Agent
Field experience from the other side of the audit
Responsive Access
Direct phone and in-person availability
Meet Jeffrey Taylor
Tax Resolution • Accounting • Management • Advisory
I am Jeffrey Taylor, a veteran and a former IRS field agent. I spent years on the enforcement side of the tax system, examining returns and building cases. Today I use that experience to represent individuals, families, and business owners who need a clear path through audits, notices, and back taxes.
I believe a serious CPA does not sell templates. We start by listening, then build a plan around your actual exposure and your goals. When you work with TAYLOR, you get direct answers, disciplined preparation, and a firm that knows exactly how the IRS will read your file.
The principles behind every engagement
Standards that give you clarity, financial security, and full visibility at every stage.
Full Transparency
No hidden fees or fine print. I explain every term, every exposure, and the total cost before you sign anything.
Tailored Strategy
I analyze your actual financial and business situation. I drop unnecessary options and focus on what protects your assets.
Long-Term Partnership
My work does not end at filing. I stay on your side through IRS notices, amendments, and any resolution that follows.
What Guides Our Work
Integrity, discretion, precision, and service. These values shape every return we prepare and every case we take on.
Wage and Tax Statement (W-2)
Shows your yearly wages, plus federal and state tax withheld by your employer.
Miscellaneous & Non-Employee Income (1099 Series)
Reports freelance pay, contract work, and certain dividend payments you received.
State Business Registration & EIN
Your federal Employer Identification Number and state registration certificate.
Annual Profit & Loss Statement
Summarizes yearly revenue, operating costs, and net income for the business.
Gross Sales & Transaction Summary
Monthly or quarterly totals of taxable sales and the sales tax you collected.
Resale & Exemption Certificates
Signed forms from buyers who are exempt from paying sales tax.
County Property Assessment Notices
Official county valuations for your property, including rates and parcel numbers.
Direct Deposit & Routing Record
Your bank routing and account numbers for receiving refunds by direct deposit.