(470) 330-8406

About Steve Perry, EA

Tax Risk Strategy, IRS Representation, and Disciplined Oversight

I work with high-income individuals and growing businesses who need clear,

disciplined tax and IRS strategy,

especially when complexity increases and the cost of mistakes rises quickly.

Most of my clients are not looking for routine tax preparation.

They are dealing with layered income,

business growth,

prior decisions made without full visibility,

or IRS and state correspondence that is escalating rather than resolving.

My role is to help clients regain control.

As an Enrolled Agent, I represent taxpayers before the IRS and state taxing authorities.

My work focuses on managing tax risk,

identifying exposure before enforcement escalates,

and navigating resolution when audits, notices,

or collection activity are already underway.

This work is advisory, procedural, and strategic, not reactive

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How IRS Risk Actually Develops

Most tax problems do not begin with intentional wrongdoing.

They develop gradually as complexity increases without coordinated oversight.

Common inflection points include:

  • Business growth that outpaces tax structure

  • Cash flow and compliance falling out of alignment

  • IRS notices becoming more frequent or more severe

  • Advisors who are technically competent but reactive

By the time enforcement action begins, options have often narrowed.

My work centers on identifying these issues early, correcting them deliberately, and avoiding unnecessary escalation.

How I Work

I use a structured, process-driven approach designed to reduce uncertainty and preserve control.

Decode the Risk
Identify exposure, deadlines, procedural posture, and leverage points.

Stabilize the Situation
Stop momentum, protect operating viability, and create breathing room.

Design the Strategy
Resolution, advisory correction, restructuring, or a combination—based on facts, not fear.

Maintain Control
Ongoing compliance, planning, and monitoring to prevent repeat exposure.

Not every situation requires aggressive action. Often, restraint and sequencing are the most protective strategies.

Representation and Advisory Scope

My work commonly includes:

  • IRS and state audit defense

  • Notice response and escalation management

  • Collection strategy and negotiated alternatives

  • Penalty abatement and compliance correction

  • Advisory support for complex or growing businesses

I regularly coordinate with attorneys, financial advisors, bookkeepers, and payroll providers to ensure tax risk does not fall between disciplines.

Who I Work With

I primarily serve:

Business owners with revenues over $1M
High-income individuals with complex tax exposure
Clients facing IRS audits, notices, or collection activity
Businesses that need advisory or fractional-CFO-level tax insight

I am selective by design.
Not every situation is a fit, and clarity at the outset protects everyone involved.

Before Reaching Out

A brief conversation is usually sufficient to determine fit.

This engagement is likely appropriate if:

  • IRS or state correspondence is escalating

  • Prior filings or structures are creating uncertainty

  • Cash flow and tax obligations are misaligned

  • You want strategy, not just compliance

If your needs are limited to routine filing or basic preparation, I will tell you that directly.

For Attorneys and Referral Partners

I regularly work alongside attorneys, CPAs, and financial advisors who need a disciplined tax-risk and IRS-representation specialist for complex client situations.

My role is to preserve client relationships, prevent unnecessary escalation, and provide procedural clarity and accountability.

Referrals are handled discreetly and collaboratively.

What You Can Expect

Calm, discreet, judgment-free guidance.

No lectures.
No panic.
Clear options, disciplined follow-through, and accountability.

Work With Me

If you are dealing with IRS or state tax issues, or if growing complexity has outpaced your current structure, the earlier the conversation occurs, the more options remain available.

A brief discussion is often enough to determine whether immediate action is required or whether a measured advisory approach is more appropriate.

Phone: (678) 717-9818
Email: [email protected]

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