Tax advisory built around bankruptcy compliance
Bankruptcy and taxes are deeply intertwined. We work alongside your attorney to make sure tax issues never delay your discharge, derail your plan, or surprise the trustee.
Bankruptcy-focused advisory
Generic tax advice misses the deadlines, rules, and reporting that bankruptcy requires. Every engagement here is structured around your case — Chapter 7, Chapter 13, or Chapter 11 — and coordinated with your attorney.
Pre-Filing Tax Review
Before your bankruptcy petition is filed, we review unfiled years, IRS balances, and lien status so your attorney can build the strongest possible case.
Dischargeability Analysis
Not all tax debt is dischargeable. We apply the 3-year, 2-year, and 240-day rules to determine which liabilities can be wiped and which must be planned around.
Trustee-Ready Reporting
Trustees and 341 hearings demand clean documentation. We produce transcript-backed summaries your attorney and trustee can rely on.
Post-Petition Compliance
Stay current after filing. We help Chapter 13 debtors keep withholding right, estimates paid, and annual returns timely — protecting your plan from dismissal.
Lien & Levy Strategy
Coordinate with your bankruptcy attorney on federal tax liens, levies in motion, and IRS proofs of claim — so nothing derails confirmation.
Means Test & Schedule Support
Provide accurate income and tax data for Schedules I/J and the means test, including verified IRS transcript figures.
Built for debtors, attorneys, and trustees
- Individuals preparing for a Chapter 7 or Chapter 13 filing
- Small business owners filing personally or through Subchapter V
- Bankruptcy attorneys who need fast, transcript-verified tax answers
- Debtors already in a confirmed plan who need to stay compliant
Clarity your attorney can use
- A written tax summary tied to IRS account transcripts
- Dischargeability table for each tax year and liability
- Compliance calendar for the life of your plan
- Direct communication with your bankruptcy attorney (with consent)
Protect your discharge
Tax problems are the #1 reason bankruptcy cases get delayed or dismissed. Let's make sure yours isn't one of them.
Request a Tax Advisory Review