FOR CPAs, EAs, ATTORNEYS & TAX FIRMS

Your client relationship.
Our experience alongside it.

Experienced federal tax controversy support, with a role defined around your practice and your client’s needs.

Bring us in at the point of need.

A difficult examination, an Appeals position, or a collection matter can demand specialized attention. SGW supports professional firms through consultation, technical review, and separately engaged representation.

01 / CONSULT

Behind-the-scenes strategy

Case assessment, procedural review, technical analysis, and second opinions while you remain the client’s primary advisor.

02 / COLLABORATE

Work alongside your team

Examination response coordination, protest review, settlement analysis, document organization, and staff guidance within an agreed scope.

03 / REPRESENT

Defined direct representation

When appropriate, SGW may undertake representation under a separate engagement and authorization, with responsibilities and communication agreed in advance.

HOW AN ENGAGEMENT BEGINS

Clear roles from the start.

Describe the issue

Share a general summary, the stage, known dates, and the type of support you need.

Agree on the relationship

Discuss fit, conflicts, scope, fees, client contact, and responsibilities for the work.

Coordinate next steps

Begin under the agreed engagement and authorization. Establish communication and document exchange arrangements.

Client information is exchanged through arrangements appropriate to the engagement and the client’s authorization.

START WITH YOUR CIRCUMSTANCES

Discuss a matter with SGW.

Share a general overview. We will evaluate fit, urgency, and the appropriate engagement structure.

Request a strategic review