Our Expertise
Strategy, representation and compliance.
Led by an Enrolled Agent. Start with a conversation.
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Select an area of expertise
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Tax Controversy & IRS Resolution
Strategic representation when the IRS becomes a serious problem.
Strategic representation for individuals and businesses facing IRS tax debt, audits, liens, levies, and other complex tax matters.
- IRS tax debt and collections
- IRS audits and disputes
- Federal tax liens and levies
- Offers in Compromise
- Installment agreements
- Penalty abatement
- Unfiled tax returns
- Payroll tax controversy
- IRS appeals and administrative representation
Signature Program
TAX FREEDOM X™
12 Commitments · 10 Steps · 4 Phases
The signature program Gretter uses with clients facing significant tax debt: a structured path from avoidance to lasting compliance. Outcomes depend on each client’s facts and are never guaranteed.
Explore TAX FREEDOM X™ →Truth
Stop hiding. See it all.
Reckoning
Protect yourself. Get honest on paper.
Repair
Make it right — the lawful way.
Freedom
Build the life where this can’t happen again.
International Tax
International Matters. U.S. Tax Expertise.
U.S. tax obligations do not stop at the border. Gretter serves U.S. taxpayers and international clients worldwide. The firm provides U.S. tax services involving international taxpayers and cross-border transactions; it does not provide foreign-country tax services.
- U.S. taxation of expatriates
- Foreign income reporting
- FBAR and FATCA compliance
- Foreign-owned U.S. businesses
- Nonresident tax returns
- ITIN assistance (Certified Acceptance Agent)
- International tax compliance
- Cross-border tax planning
Tax Advisory & Compliance
Comprehensive tax solutions for individuals and businesses.
Accurate preparation and forward-looking planning for individuals, owners and entities.
- Individual income tax returns
- Business tax returns
- S corporations
- Partnerships
- Corporations
- Multi-state tax filings
- Estimated tax planning
- Strategic tax planning for business owners
Business Advisory & Compliance
Build your business on a stronger foundation.
Services for entrepreneurs and established businesses. These services are offered as separate engagements.
- Business entity formation assistance
- EIN applications
- State registrations
- Annual reports
- Business compliance
- Entity maintenance
- Business tax registrations
Supporting services — Bookkeeping · Payroll · Sales tax compliance · Ongoing business support
Gretter Business Memberships
Compliance & Tax Oversight Program.
Structured financial compliance, accurate reporting and ongoing tax oversight for growing businesses, year-round. Membership annual investment starts at $4,500.
Silver
Annual investment$4,500
Monthly transactions
Up to 175
Tax savings strategy
—
Tax law research
—
Gold
Annual investment$7,500
Monthly transactions
Up to 275
Tax savings strategy
General Strategy Included
Tax law research
—
Platinum
Annual investment$12,500
Monthly transactions
Up to 375
Tax savings strategy
Enhanced Strategy Included
Tax law research
Limited Planning Research
Diamond
Annual investment$18,500
Monthly transactions
Up to 475
Tax savings strategy
Advanced Strategy Included
Tax law research
Limited Planning Research
Black Diamond
Annual investment$25,800
Monthly transactions
475+
Tax savings strategy
Executive-Level Strategy Included
Tax law research
Priority & Expanded Research
All tiers include the services below. Tier placement reflects transaction volume, business complexity, and level of tax savings strategy support.
Included in every membership
Access
- Client Portal access 24/7, year-round
- Dedicated tax expert
Financial Management
- QuickBooks Setup / Cleanup
- Monthly Bookkeeping & Reconciliations
- Quarterly Financial Reports (Profit & Loss)
- Year-End Financial Report Package (Profit & Loss, Balance Sheet, Cash Flow)
- Loan & Line of Credit Reconciliation
- Interest Expense Tracking
- Fixed Asset & Depreciation Tracking
Payroll Oversight (Third-Party Payroll)
- Payroll Compliance Oversight
- W-4 Assistance (Shareholder/Partner Withholding Review)
- S-Corp Reasonable Compensation Review (IRS Compliance-Based)
- Quarterly Compliance Review
Tax Preparation
- (1) Annual Federal & State Business Tax Return per tax year
- (1) Annual Federal & State Individual Tax Return per tax year
- (4) Quarterly Estimated Tax Calculations & Vouchers
- Up to (5) Form 1099-NEC filings per tax year
General Tax Oversight
- Quarterly Tax Position Review
- Deduction & Tax Position Compliance Review
- S-Corp Eligibility Review
- S-Corp Election Filing (Form 2553), if eligible
- Late S-Corp Election Relief Filing, if eligible
- IRS / State Notice Review (non-resolution only)
Business Compliance
- State Annual Renewal & Franchise Filing (fees separate)
- BOI Reporting (if required)
- Annual Compliance Calendar Reminders
- Lender-Ready Financial Letter
Strategy tiers
Diamond
- Advanced Tax Savings Strategy Sessions
- Tax Law Research (planning scope only)
- Wealth-Building Coordination Review
- One-entity Structure Optimization Analysis
Black Diamond
- Dedicated Executive Tax Advisor
- Comprehensive Annual Tax Savings Blueprint
- (2) Executive Strategy Intensives per year
- Priority & Expanded Tax Law Research (planning scope only)
- Wealth-Building Strategy Coordination
- Asset Protection Planning Oversight
- Capital Gains & Exit Planning Review
Strategic services are limited to structured planning and entity-level strategy. Executive strategy support is delivered through structured sessions and documented strategic deliverables; advisory communication outside scheduled intensives is limited to matters directly related to active planning topics and defined scope.
Signature Program · Tax Controversy & IRS Resolution
TAX FREEDOM X™
A zero balance isn’t the goal.
A changed life is.
For most people, tax debt is not a math problem; it is a pattern. TAX FREEDOM X™ is the program Gretter uses with clients facing significant tax debt, built to change that pattern and resolve the debt lawfully.
12 Commitments
10 Steps
Both tracks run side by side. The program asks for both.
Four phases, taken in order
Truth
Stop hiding. See it all.Reckoning
Protect yourself. Get honest on paper.Repair
Make it right — the lawful way.Freedom
Build the life where this can’t happen again.The full program is shared with clients during engagement.
Schedule a Consultation →← Back to Tax Controversy
Results depend on the facts of each case. Gretter does not guarantee that any tax debt will be reduced or eliminated or that any particular outcome will be reached with the IRS or a state agency.
Gretter Insights
Perspectives & Insights.
Explore practical perspectives on U.S. tax matters, IRS developments, business compliance, and strategic tax planning.
New articles are being prepared and will appear here once published.
Your Next Step
Ready to put this
behind you?
Every engagement starts with a free 15-minute discovery call.
Book a Consultation →Results depend on the facts of each case. Gretter does not guarantee any outcome with the IRS or a state agency.
Contact
(561) 463-0052info@gretterus.comInstagram @gretterusTikTok @gretterusMonday–Friday · 9 AM–6 PM Eastern100% virtual firm