We are Tax Law Professionals Who Know
All the Ins and Outs
of Dealing with IRS Tax Problems

• Licensed Enrolled Agent with comprehensive IRS representation rights
• Federally authorized to represent taxpayers in all 50 states
• Certified Tax and SBA Resolution Specialist with proven expertise in complex case resolution
• Bachelor of Science in Accounting and Finance providing a strong foundation in financial analysis
• Successfully negotiated resolutions for complex tax matters, including multi-year non-filers
• Expert in securing levy releases, lien subordinations, discharges, releases, and withdrawals
• Specialized experience in developing installment agreements and offers in compromise
• Advanced knowledge of SBA EIDL hardship loan default programs and qualification processes
• Demonstrated success in representing clients before the IRS and State revenue agencies
• Skilled negotiator with more than twelve years of experience in tax resolution
• Committed to delivering personalized attention and outstanding customer service

As President and Partner at Tax Problem Solver, April has established herself as a trusted advocate for individuals and businesses facing tax and SBA challenges. Her approach combines technical expertise with genuine concern for her client's well-being, ensuring that each case receives the attention and strategic planning it deserves. Whether handling complex tax negotiations or navigating SBA loan default situations, April's dedication to achieving optimal outcomes is evident in every case she manages.

Her comprehensive understanding of tax resolution and SBA matters makes her uniquely qualified to handle the full spectrum of financial challenges clients face. April's commitment to outstanding customer service, combined with her extensive credentials and negotiation experience, provides clients with the confident representation they need to work toward favorable resolutions of their tax and SBA issues.

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• Licensed Enrolled Agent since 2009 with comprehensive IRS representation rights
• A distinguished member of the United States Tax Court Bar since 2013
• Certified Tax Resolution Specialist with proven expertise in complex tax dispute resolution
• Successfully defended hundreds of clients in both IRS and state tax matters
• Specializes in high-stakes tax controversy cases and complex dispute resolution
• Expert in navigating multi-level tax appeals and court proceedings
• Demonstrated success in negotiating favorable outcomes for clients facing significant tax challenges
• Deep understanding of both federal and state tax regulations and procedures
• Skilled in developing strategic approaches to resolve complex tax disputes
• Extensive experience in tax court litigation and settlement negotiations

With over two decades of dedicated tax practice, Rick is a formidable advocate for taxpayers facing serious tax challenges. His approach combines technical expertise with a deep understanding of tax disputes' practical and personal implications. Whether representing individuals or businesses, Rick leverages his extensive experience and prestigious credentials to develop strategic solutions that protect his client's interests while pursuing the most favorable outcomes.

With a passion for excellence in tax controversy, Rick has further distinguished himself by becoming one of the few practitioners admitted to practice before the United States Tax Court. This advanced credential, combined with his status as an Enrolled Agent and Certified Tax Resolution Specialist, allows him to offer clients comprehensive representation at every stage of tax dispute resolution – from initial IRS negotiations through final Tax Court proceedings.

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Strategic Expertise & Credentials:

• Former IRS Appeals Officer Manager with 40 years of internal operations experience
• Recipient of the prestigious Appeals Officer of the Year award
• Licensed Enrolled Agent with unlimited representation rights before the IRS
• Master's Degree in Taxation and an undergraduate degree in Accounting
• Active member of the National Association of Enrolled Agents (NAEA) and Florida Society of Enrolled Agents (FSEA)
• IRS Authorized E-file Provider in good standing
• Intimate knowledge of IRS decision-making processes and negotiation tactics
• A master strategist in navigating complex IRS disputes and appeals

Insider Advantages for Clients:

• Knows precisely how IRS Appeals Officers evaluate and settle cases
• Understands the internal pressures and metrics that drive IRS decisions
• Can anticipate IRS tactics and prepare strategic counterarguments
• Recognizes which settlement approaches are most likely to succeed
• how to present cases in ways that resonate with IRS decision-makers
• Understands the unwritten rules and preferences of the IRS appeals process
• Can identify and leverage procedural opportunities other practitioners might miss
• Knows precisely when to push back and when to negotiate

Having sat on the IRS's side of the table for four decades, Joe understands how the agency approaches tax disputes. He knows the internal guidelines Appeals Officers use to evaluate cases, the settlement ranges they're authorized to accept, and the presentation styles that are most persuasive to IRS decision-makers.

As the Appeals Officer Manager, Joe oversaw countless tax dispute resolutions and knows exactly what makes the IRS more likely to accept a taxpayer's position.

He understands the internal pressures, policies, and preferences that influence IRS decisions, and his insights prove invaluable when developing strategic approaches for our clients.

His experience helps the Tax Problem Solver team identify opportunities for resolution that other tax professionals might miss simply because they've never worked inside the system.

Joe's commitment to protecting Tax Problem Solver's clients stems from his unique perspective of witnessing the power of the IRS. He leverages his deep understanding of IRS operations to level the playing field, ensuring that his clients benefit from the same depth of knowledge and strategic thinking that the IRS employs.

Whether facing an audit, seeking to appeal an IRS decision, or dealing with complex tax disputes, Joe knows exactly how the IRS builds its cases, what evidence it finds most compelling, and, most importantly, how to help construct arguments that resonate with IRS decision-makers. Joe's insider expertise and the Tax Problem Solver defense team are your unmatched advantage.

When he's not protecting clients by leveraging his insider IRS knowledge, Joe can often be found on the golf course, where the strategic thinking and precision required in the game mirror his meticulous approach to tax defense and planning.

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• A skilled administrative professional specializing in comprehensive client support for tax and SBA matters
• Expert in managing critical document submissions to IRS, SBA, and other government entities
• Proficient in maintaining accurate and up-to-date client records through advanced CRM systems
• Detail-oriented coordinator of client appointments, ensuring smooth communication between clients and tax professionals
• Experienced in handling sensitive client information with the highest level of confidentiality and professionalism
• Skilled in managing multi-channel client communications, including phone and email correspondence
• Trusted team member responsible for maintaining organized and accessible client files

Emmalee's attention to detail and commitment to client service help make your tax resolution journey smoother and less stressful. From managing IRS correspondence to coordinating essential meetings, she ensures everything stays on track while you work with our tax professionals toward resolving your case.

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Fluent in both English and Spanish, Mike provides bilingual support that bridges communication gaps and makes every step of your case easier to navigate. Whether you're submitting sensitive financial documents, responding to tax authorities, or coordinating appointments, Mike handles it all with professionalism, accuracy, and confidentiality.

• Bilingual support specialist ensuring clear, accessible communication for English and Spanish-speaking clients
• Expert in preparing and submitting IRS, State, and SBA documentation with accuracy and attention to compliance
• Proficient in managing deadlines, case files, and client correspondence using advanced CRM and case management systems
• Trusted liaison between clients and tax professionals, helping keep every case on schedule and on track
• Committed to confidentiality when handling sensitive financial records and government paperwork
• Skilled in organizing multi-channel communications and providing timely updates to reduce client stress
• Currently pursuing an Accounting degree to expand his technical knowledge and better support clients.

Mike’s calm, solution-focused approach and dedication to client service make him an essential part of the Tax Problem Solver team. From intake to resolution, you can count on Mike to keep your case organized, your documents secure, and your experience as smooth as possible.

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• Seasoned accounting professional with extensive experience in managing complex financial records and implementing comprehensive bookkeeping systems
• Certified QuickBooks advisor offering expert guidance in digital accounting solutions and process optimization
• Licensed Notary providing additional value and convenience for our clients' document certification needs
• Skilled financial specialist managing accounts receivable/payable, bank reconciliations, and detailed ledger entries with meticulous precision
• Strategic contributor to accounting system improvements, focusing on enhanced efficiency and accuracy in financial reporting
• Expert in preparing and analyzing monthly, quarterly, and annual financial reports to support informed business decisions
• Trusted professional coordinating with external auditors and tax specialists to ensure seamless financial operations

With her University of Florida education and extensive industry experience, Reina's dedication to maintaining impeccable financial records helps our clients build stronger, more organized businesses. Her expertise in implementing efficient accounting processes and preparing detailed financial reports provides the foundation our clients need for sound financial management and business growth.

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David LaMontagne is that attorney.

David has successfully represented hundreds of individuals and businesses in tax controversies with the IRS and state taxing authorities nationwide. His experience spans every stage of the tax dispute process—from audits and administrative appeals to collection actions and tax litigation. Whether you're facing a routine examination or a complex, high-stakes case, David brings the strategic thinking and aggressive advocacy needed to protect your rights and resolve your tax problem.

David also represents business owners facing SBA loan default and debt collection by the U.S. Treasury Department. He helps clients navigate SBA debt workouts, including SBA Offers in Compromise, loan modifications, and payment deferment agreements—working to prevent foreclosures, bank levies, wage garnishments, and other aggressive collection actions. If you took out an SBA loan or EIDL loan and now find yourself unable to pay, David can help you understand your options and negotiate a resolution that protects your business and personal assets.

Before joining Tax Problem Solver, David honed his skills at one of the nation's largest tax controversy law firms, where he advanced from junior associate to senior attorney. That experience gave him deep insight into how large-scale tax and debt resolution works—and how to use that knowledge to benefit clients facing IRS, state tax, and SBA challenges.

David's practice focuses on the problems that keep people up at night: IRS audits, penalty abatement, offers in compromise, installment agreements, trust fund recovery penalties, tax liens, levies, and SBA loan default. He is committed to practical, strategic advocacy that achieves efficient, favorable outcomes while protecting his clients' interests at every step.

• Experienced tax controversy and SBA debt resolution attorney who has represented hundreds of clients
• Skilled in all stages of tax resolution: audits, appeals, collections, and tax court litigation
• Proven expertise in IRS and SBA Offers in Compromise, installment agreements, and penalty abatement
• Specialized knowledge of trust fund recovery penalties, IRS tax liens, and wage/bank levies
• Represents business owners in SBA loan default, loan modification, and Treasury Department negotiations
• Experience with EIDL loan default resolution and SBA debt workouts
• Former senior attorney at one of the nation's largest tax controversy firms
• Juris Doctor from Florida State University College of Law
• Bachelor's degree from the University of Central Florida
• Federally authorized to represent taxpayers in all 50 states

A Central Florida native, David was born and raised in the area and still calls it home. When he's not advocating for clients facing tax and SBA debt problems, he enjoys spending time with his wife and two sons.

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That's why having a dedicated tax resolution case manager matters.

Aimee Nicole is your direct point of contact throughout your tax resolution journey. Since 2019, she has worked in tax controversy, helping clients navigate complex IRS tax problems and state tax debt with the precision and attention to detail these situations demand. She knows what it takes to keep a tax case on track—gathering the right documents, hitting critical deadlines, and making sure nothing gets missed.

As a Florida Certified Contract Manager, Aimee brings strong organizational skills and analytical thinking to every tax resolution case she manages. Her background includes presenting complex research findings to professional audiences, which means she has a gift for translating confusing IRS notices into plain English you can actually understand. When Aimee is managing your case, you'll never be left wondering what's happening or what comes next.

Her approach combines critical thinking with clear communication—two things that make all the difference when you're navigating the stress of IRS collections or tax debt.

• Experienced tax controversy professional supporting complex IRS and state tax cases since 2019
• Florida Certified Contract Manager with strong organizational and analytical skills
• Skilled at explaining IRS tax problems and tax resolution options in clear, understandable language
• Detail-oriented tax case manager who ensures deadlines are met and documents are accurate
• Currently pursuing advanced education to deepen her expertise in tax resolution
• Committed to helping you find relief from tax debt and IRS stress

When Aimee is on your tax resolution case, you can trust that every detail is handled with care—so you can focus on getting your life back.

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Anna Mace spent 15 years as an IRS Revenue Officer—the person the government sends to collect unpaid taxes, file federal tax liens, seize assets, and issue wage garnishments and bank levies. She knows exactly how the IRS builds cases, prioritizes collections, and decides when to escalate. Now, as a licensed Enrolled Agent and tax resolution specialist based in Florida, she uses that insider knowledge to defend taxpayers and business owners facing the same aggressive collection tactics she once employed.

Since 2021, Anna has vigorously advocated for hundreds of individuals and business owners facing complex tax debt and SBA debt problems with the IRS, state tax agencies, and the U.S. Treasury Department. Her experience spans the full range of tax resolution issues: wage garnishments, bank levies, federal tax liens, asset seizures, unfiled tax returns, and IRS audits.

Anna also represents business owners struggling with SBA debt, including those facing default on SBA loans or EIDL loans. She helps clients navigate SBA debt workouts, Offers in Compromise, loan modifications, and payment deferment agreements—working to prevent foreclosures, bank levies, and other aggressive Treasury Department collection actions. If you're wondering whether you can settle your SBA or EIDL loan for less than you owe, Anna can evaluate your options and negotiate on your behalf.

Her enforcement background gives her a unique advantage: she knows how government collectors think, what triggers escalation, and which arguments actually work. This insider perspective allows her to anticipate IRS and Treasury moves and position your case for the best possible outcome.

What sets Anna apart isn't just her technical expertise—it's her understanding of what tax debt and SBA debt problems do to people. She recognizes that these issues aren't just financial; they create real stress, anxiety, and fear. That perspective shapes her approach to tax resolution: compassionate, strategic, and focused on restoring your peace of mind alongside eliminating your debt.

Anna takes a holistic view of every case, looking beyond the immediate crisis to build solutions that create long-term financial stability. Whether you're facing aggressive IRS collections, struggling with years of unfiled returns, or overwhelmed by SBA loan debt, Anna brings the insider knowledge and personal commitment needed to help you move forward.

• Licensed Enrolled Agent with unlimited rights to represent taxpayers before the IRS
• 15 years as an IRS Revenue Officer with deep federal tax enforcement experience
• Experienced tax resolution specialist helping clients resolve IRS and state tax debt
• Bachelor of Business Administration in Accounting and Finance from the University of Central Florida
• Intimate knowledge of IRS and Treasury Department collection procedures and negotiation tactics
• Proven results stopping wage garnishments, releasing bank levies, and removing federal tax liens
• Skilled in installment agreements, offers in compromise, penalty abatement, and currently-not-collectible status
• Represents business owners in SBA loan default, EIDL loan default, and Treasury Department collections
• Expertise in SBA debt workouts, SBA Offers in Compromise, loan modifications, and payment deferment
• Strategic negotiator who understands how government collectors evaluate and prioritize cases
• Compassionate advisor who addresses both the financial and emotional toll of tax and debt problems
• Federally authorized to represent taxpayers in all 50 states

Anna's rare combination of 15 years of IRS insider experience and genuine care for her clients makes her a powerful advocate for tax resolution and SBA debt relief. When she's on your case, you have someone who truly understands what you're up against—and knows exactly how to fight back.

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That’s the role Joseph plays on your team.

With a background in federal, state, and local government grants and contracts, Joseph brings deep, real-world experience in how agencies review requests, decide what gets approved, and enforce their own guidelines. He knows what they look for in your paperwork, where most people make mistakes, and how one missing document can stall an otherwise strong case.

Before joining Tax Problem Solver, Joseph spent more than fourteen years in a college academic setting, helping students, staff, and faculty navigate complex institutional systems. That experience trained him to translate confusing requirements into clear checklists, anticipate problems before they show up, and guide people step-by-step through processes they don’t speak the language of.

At Tax Problem Solver, Joseph:

• Helps clients organize and present the documents agencies actually need to see
• Applies his grants-and-contracts background to keep cases aligned with federal, state, and local rules
• Translates dense “government-speak” into plain-English next steps you can act on
• Works closely with the legal and resolution team so your strategy, paperwork, and deadlines all stay in sync
• Becomes a steady point of contact when your tax or loan situation feels anything but steady

If your tax or loan problem feels like a wall of red tape you’ll never get through, Joseph is the one working behind the scenes to keep every box checked, every deadline met, and every piece of your file where it needs to be—so your case keeps moving toward resolution and you can finally start to sleep better at night.

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