Advisory Services

At Myrick CPA, we have a clear mission to serve our clients and help them reach their goals. Our strong sense of conviction to do right by our clients compels us to be at the top of our game in advising our clients. Whether you are an individual seeking financial, retirement, and estate planning advice or are thinking of creating your own business or restructuring an existing one, our advisory services can provide you with the expertise to make sound decisions. We also stand ready to assist you in collection proceedings or in the resolution of other tax problems you may encounter that might require IRS representation or advice.

Your business entity has an enormous impact on your taxes and other liabilities. From your company’s inception through its growth and development, Myrick CPA can advise you on choosing an entity type and later restructuring if advantageous. We will always advise you on the most advantageous entity type for your business’s functions with our knowledge and expertise.

Myrick CPA’s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Myrick CPA can ensure that your portfolio will consider tax implications for an advantageous after-tax return. The road to retirement is a long one, and we can help you to take the proper steps to reach your goals.

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Myrick CPA’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to disburse one’s estate to avoid complications and be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have added burdens to deal with during a time of loss.

Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have added burdens to deal with during a time of loss. Myrick CPA stands ready to advise you on the tax and financial aspects of your estate planning. Your estate planning team should also include an attorney specializing in estates and trust law to discuss additional issues such as drawing up a last will and testament and healthcare planning.

Myrick CPA has over three decades of experience representing taxpayers with the IRS. He is highly knowledgeable and experienced in what is known as tax resolution — the specialty of advising, representing, and negotiating with the IRS on behalf of taxpayers in problem tax cases. He and his staff feel a real sense of satisfaction from solving complex problem tax cases.

Suppose you have received a notice from the IRS about a balance due or are concerned about other tax problems. In that case, Myrick CPA is a specialist in tax resolution and can advise and guide you through any of these types of IRS tax collection proceedings. They can also take on the role of your authorized representative, directly negotiating with the IRS on your behalf, so you do not need to.

A tax resolution specialist is someone who is in your corner and on your side to guide and help you through the process of dealing with tax authorities to resolve your tax problems. We recommend a consultation with a tax resolution specialist if you owe more than $5,000 and intend to petition the IRS for hardship status or a delay in collection proceedings.

We at Myrick CPA can help you negotiate a payment plan, explore debt reduction or forgiveness through an Offer in Compromise, or assist you during an audit. In addition, we stand ready to help and advise you through any IRS proceeding.

“Charles and team have worked on our tax returns for several years. They do a great job, are helpful, reliable and wonderful to work with!”

— JU

Myrick CPA is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Washington DC’s business community since the firm’s founding in 1987 and pride ourselves on the level of esteem we have earned.

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