Our Approach
Understand the matter before choosing a response.
Each engagement begins with the IRS issue, the client’s objectives, the procedural posture, and the available record. Scope and timing are agreed before substantive work begins.
Initial fit and deadline review
Discuss the general issue, IRS contact or proposed action, relevant periods, immediate deadlines, and whether the matter fits GWD’s federal controversy or review scope.
Defined engagement
Confirm the client, deliverables, fee, authorization, and responsibilities. Representation before the IRS requires an executed engagement and appropriate authorization.
Secure records exchange
After engagement, GWD arranges an appropriate secure method for records. Do not send taxpayer identifiers, returns, transcripts, payroll files, or other sensitive information through this website or ordinary email.
Issue and record review
Review relevant notices, information requests, returns, payroll and information-reporting records, agreements, workpapers, and other materials tied to the issue.
Strategy and advocacy
Evaluate the facts, authority, procedural posture, exposure, and administrative alternatives. When engaged and authorized, support communication and advocacy with the IRS.
Coordinate with the client’s team
Work with the existing CPA, EA, attorney, payroll provider, or benefits professional as authorized. Litigation, state matters, DOL issues, and plan operations may require other specialists.
Scope clarity
Review and advocacy—not plan operations.
GWD does not design, draft, manage, administer, or implement compensation plans or equity programs. ASC 718 and ASC 740 work is limited to review and advisory support; GWD does not assume management’s accounting responsibilities or provide assurance services.
Frequently asked questions
Does GWD represent clients before the IRS?
Yes, for federal tax matters within the engagement scope, when separately engaged and appropriately authorized. Representation is not established by contacting the website.
Does GWD provide legal representation or go to court?
GWD is not a law firm and does not provide courtroom representation or legal advice. When litigation is necessary, GWD coordinates with the client’s legal counsel.
Will GWD design or administer our compensation plan?
No. GWD’s role is tax controversy analysis and review. The firm does not design, draft, manage, administer, or implement compensation plans or equity programs.
What does GWD do in ASC 718 or ASC 740?
Review and advisory support informed by corporate experience. The company retains responsibility for its accounting records, systems, tax provision, internal controls, and financial statements.
Your next step
Share the issue and the deadline.
Start with a general description. Secure document sharing can be arranged after an engagement is established.