Professional Referral Partners
When a client has an IRS balance, levy, lien, unfiled return issue, or collection notice, they may need focused representation beyond routine tax preparation or bookkeeping.
Lynx Tax Advisors works with CPAs, EAs, attorneys, bookkeepers, payroll providers, and financial professionals who want a trusted referral option for IRS collection and tax resolution matters.
Our role is simple: protect the client, respect the referring professional relationship, and focus on resolving the IRS issue professionally and strategically.
We accept referrals involving:
IRS payment plans and installment agreements
Offers in Compromise
Currently Not Collectible status
IRS liens and levies
Unfiled tax returns
Penalty relief
Business payroll tax issues
IRS collection notices and account problems
Why refer to Lynx Tax Advisors?
Your client remains your client. We do not use a referral as an opportunity to replace the taxpayer’s CPA, bookkeeper, attorney, or preparer. Our focus is IRS representation, collection strategy, and case resolution.
Lynx Tax Advisors is led by former IRS professionals with experience in IRS collections, enforcement, taxpayer contact, and case resolution. We understand how IRS collection cases move, where problems develop, and how to communicate clearly with both the client and the referring professional.
Referral standards
All referrals are reviewed for fit, conflict concerns, and representation scope. Tax professionals practicing before the IRS are subject to Circular 230 standards, including rules related to due diligence, conflicts of interest, fees, and solicitation.
Refer a client
To refer a client, please contact Lynx Tax Advisors or have the client schedule a consultation directly.
Referral relationships are handled case-by-case. Any referral arrangement must comply with applicable professional, ethical, and disclosure requirements. Lynx Tax Advisors does not guarantee outcomes.