Client relationship
Your introduction is respected.
GWD limits its work to the agreed assignment and does not use a specialized engagement to market unrelated routine services outside that scope.
CPA, EA & Law Firm Collaboration
Your Client Relationship Remains at the Center.
When a matter involves Compensation & Benefits, Employment Tax, or a related IRS controversy, your firm may need focused technical or procedural support.
GWD provides defined-scope analysis and controversy support designed to add that capability while respecting the professional relationship that brought us into the matter.
Discuss a Firm MatterSpecialized support
Bring in the experience the matter calls for.
GWD works with CPAs, Enrolled Agents, attorneys, and tax firms on defined federal matters involving compensation, benefits, payroll, and IRS examinations.
Assignments may include issue analysis, review of IRS notices or information requests, a technical second opinion, examination strategy, Appeals support, or authorized representation under a separate engagement.
A focused specialist can strengthen the existing advisory team while each professional keeps clearly defined responsibilities.
GWD may consult behind the scenes or communicate directly with the client and IRS when the engagement, client consent, and required authorization permit.
The GWD partner model
Clear scope. Clear roles. Respect for the relationship.
Defined responsibilities
Agree on who does what.
The engagement can identify the client, primary contact, client communications, document requests, work-product delivery, billing arrangement, and who handles filings and implementation.
Secure collaboration
Use an appropriate records process.
GWD can coordinate document exchange and case discussions through the agreed professional channels. Do not send taxpayer identifiers or sensitive tax records through ordinary email or the public website.
Written terms
Put protections in the agreement.
Where appropriate, the engagement documents can address confidentiality, referral relationship expectations, non-circumvention, termination, and transition. The signed agreement governs the parties’ obligations.
Any referral or non-solicitation commitment must be specifically documented and applied consistently with the client’s rights and applicable professional requirements. This page does not create a contractual guarantee or restrict a client’s choice of advisor.
Engagement options
Support structured around the assignment.
01
Defined technical review
A bounded second opinion or analysis of a specific Compensation & Benefits or Employment Tax issue.
02
Case-phase support
Focused assistance for a defined examination, information request, proposed adjustment, or Appeals phase.
03
Separately authorized representation
Direct federal IRS representation is available only through a separate engagement and appropriate authorization.
Fees depend on the matter, records, deadlines, procedural stage, and agreed deliverables. After an initial review, GWD provides a written scope and fee proposal before additional work begins. Larger matters may be divided into separately authorized phases.
Professional boundaries
Support the team without taking over its roles.
GWD is not a law firm or CPA firm. GWD does not provide legal advice, courtroom representation, attest services, payroll processing, plan design or drafting, plan administration, or management implementation. The client and its existing advisors retain their responsibilities as set out in the engagement. Involving GWD does not by itself create attorney-client privilege.
A focused collaboration
Add specialized support while keeping roles clear.
Share a general description of the matter and any response deadline. Do not include taxpayer identification numbers or confidential records in the website form.