If you're in Baton Rouge and dealing with an IRS problem — back taxes, unfiled returns, a notice you don't understand, or a levy threat — Summit Tax Services is here.
We're a Louisiana-based tax resolution and planning firm serving individuals and small businesses across Baton Rouge and throughout the state.
Here's what you need to know about getting IRS help in Baton Rouge.
We see the same situations repeatedly across East Baton Rouge Parish and the surrounding communities:
Self-employed and independent contractors in the trades Louisiana's construction, petrochemical, and services sectors have large populations of 1099 workers. Without an employer withholding taxes, quarterly payments get missed. The balance builds.
Small business owners behind on payroll taxes A difficult quarter becomes two. Payroll deposits get skipped. The IRS doesn't wait long to act on this.
State and federal tax debt — simultaneously Baton Rouge residents often face both IRS and Louisiana Department of Revenue balances at the same time. These are separate agencies requiring separate resolution strategies.
Retirees with unexpected tax bills Between pensions, Social Security, IRA distributions, and Required Minimum Distributions, many Baton Rouge retirees discover in their late 60s and 70s that their tax burden is significantly higher than they expected.
Non-filers Years of unfiled returns are more common than most people admit. Life gets complicated. Filing stopped. The IRS found out.
Summit Tax Services handles every stage of the IRS resolution process for Baton Rouge residents:
Back Tax Filing We prepare and file unfiled returns accurately — getting you back into compliance before the IRS forces a substitute return at the worst possible numbers.
IRS Payment Plans (Installment Agreements) We negotiate monthly payment plans that fit your actual financial situation — not what the IRS initially demands.
Offer in Compromise For qualifying Baton Rouge taxpayers, we prepare and submit Offers in Compromise — seeking to settle your federal tax debt for less than the full amount owed.
Penalty Abatement We identify penalty abatement opportunities — reducing or eliminating the penalties that have made your balance grow far beyond the original tax.
Wage Levy and Bank Levy Release If the IRS has levied your wages or bank account, we move to get it released through an agreement or hardship demonstration.
Audit Representation You don't walk into an IRS audit alone. We represent you throughout the process.
Tax Attorney Referral For complex cases requiring formal legal representation, we work directly with licensed tax attorneys and enrolled agents (EAs).
Yes. We serve clients throughout Louisiana — including New Orleans, Shreveport, Lafayette, Lake Charles, Alexandria, Monroe, and every community in between.
We also serve clients in all 50 states. Our remote client process allows anyone in the country to work with us securely, without coming to an office.
Most of our Baton Rouge clients never have to come into an office. Here's the typical process:
1. Free consultation — by phone, video, or in person if preferred 2. Transcript pull — we obtain your full IRS account history 3. Strategy session — we present your options with honest assessments of each 4. Engagement — we file the Power of Attorney, take over IRS communication, begin resolution 5. Resolution — your case is settled, compliance is established, life resumes
If you owe the Louisiana Department of Revenue in addition to the IRS, we handle both.
Louisiana's resolution programs — payment plans, offers in compromise, and penalty waivers — require separate applications from federal programs. We navigate both agencies simultaneously so you're not bouncing between two separate resolution tracks.
If your situation isn't an IRS problem but a retirement tax concern — RMDs, Roth conversions, Social Security tax planning — we handle that too.
Many Baton Rouge retirees are discovering that their traditional IRA and 401(k) balances come with a deferred tax bill that nobody warned them about.
Start with our free RMD Analysis Report to see exactly what your numbers look like.
The first consultation is free. No pressure. No obligation.
We tell you what you're dealing with, what your options are, and what it would take to resolve it.
If we can help, we tell you how and what it costs. If someone else is a better fit, we tell you that too.
Or call us directly: (800) 553-3577
Summit Tax Services serves Baton Rouge and clients statewide and nationwide. We work with a team of licensed tax attorneys and enrolled agents (EAs) for IRS representation. Results vary by case. This article is educational and does not constitute legal or tax advice.