We do tax.
We prepare it. We explain it. We illustrate the choices. We plan for what comes next. Level 3 makes tax a clear, organized part of better decisions for professionals, business owners, partnerships, and families.
Tax is what we do
Level 3 begins with dependable tax preparation, then uses what we learn to organize the facts, explain the result in plain English, and identify decisions that deserve attention before another year is over.
For a professional, business owner, partner, or family, tax touches income, entities, compensation, benefits, retirement contributions, major purchases, cash flow, and important life changes. We bring those facts into one clear tax conversation.
We aim for a 10-out-of-10 service standard: responsive communication, thoughtful preparation, practical planning, clear next steps, and a client experience that makes life easier—not more complicated.
Tax and representation
Tax preparation, tax planning, business consulting, and representation before the IRS for individuals, families, and businesses.
Professional credential
The IRS describes enrolled agents as having unlimited representation rights before the IRS. Those rights include representing clients in matters such as audits, payment and collection issues, and appeals.
Practice before the IRS is governed by Treasury Department Circular 230. Professional services are provided only after Level 3 accepts an engagement and the parties agree to its scope and terms.
Who we serve
People whose tax lives include W-2 compensation, pass-through businesses, partnerships, S corporations, farms, rentals, healthcare practices, complex family circumstances, or unresolved IRS matters.
Every relationship begins with fit, scope, and the tax issues that matter most today.
Three ways Level 3 can help
Your relationship may begin with a return affected by business income, an IRS matter requiring representation, or a desire to turn annual preparation into year-round tax planning.
Business income and your Form 1040
For owners whose personal returns include a sole proprietorship, farm, partnership, LLC, S corporation, rental portfolio, professional practice, or other pass-through activity.
Explore owner tax preparation and planning →02IRS representation
For people and businesses facing notices, unresolved filings, balances, audits, penalties, or collection concerns.
Explore IRS representation →03Year-round tax planning
For professionals, owners, partnerships, and families who want taxes, entities, compensation, benefits, retirement contributions, and life changes considered together.
Explore year-round tax planning →A Level 3 specialization
We admire healthcare professionals who help people build better lives. Level 3 provides tax preparation, tax planning, and business-owner advisory designed around the practices and families behind that work.
For healthcare professionals and practice owners who want their tax strategy, business decisions, and personal goals moving in the same direction.
Explore healthcare tax and advisoryThe Level 3 Tax Plan
Your tax plan begins with a dependable return, a clear understanding of where you are, and honest conversations about what should happen next. It gives tax preparation, business activity, family decisions, and important deadlines one shared direction.
Organized facts, complete reporting, and careful preparation that show what happened and reveal the questions that matter.
Reviews timed around estimates, business results, compensation, benefits, entity decisions, retirement contributions, and tax deadlines.
Clear explanations, documented priorities, and practical next steps that make tax easier to understand and act upon.
A secure place for tax information
Level 3 uses TaxDome for secure document exchange, client communication, signatures, and other confidential activity. TaxDome reports that it is SOC 2 Type II certified and uses encryption for information in transit and at rest. Clients can also use multifactor authentication for additional account protection.
Please do not send Social Security numbers, tax returns, financial statements, account numbers, passwords, or other sensitive information through ordinary email, public website forms, or telephone messages.
Begin with one small step
Three simple questions help us understand what may be missing, what matters most, and what could make taxes and financial questions easier. You do not need to organize everything before reaching out.
Answer three questions