Website information
Important tax and engagement information
This website explains the general approach and services of Level 3 Tax and Advisory. It is not a substitute for advice based on your complete facts.
Professional status and Circular 230
Level 3 Tax and Advisory LLC provides tax preparation, tax planning, business consulting, and representation before the IRS for individuals, families, and businesses.
Professional credential: Enrolled Agent. The IRS describes enrolled agents as having unlimited representation rights before the IRS, including audits, payment and collection issues, and appeals. Practice before the IRS is governed by Treasury Department Circular 230.
Educational information and professional relationship
Website content is provided for general educational and informational purposes. Tax outcomes depend on the taxpayer’s facts, documentation, elections, timing, applicable law, and other circumstances.
Viewing this website, answering introductory questions, or sending an inquiry does not create a professional engagement. Services begin only after Level 3 accepts the engagement and the parties agree to its scope and terms.
Secure information
Do not submit Social Security numbers, account numbers, tax returns, IRS transcripts, financial statements, passwords, or other sensitive information through a public website form, ordinary email, or telephone message.
When documents are needed, Level 3 will provide access to its secure client portal.
Deadlines and IRS matters
Tax notices and disputes may involve response, appeal, collection, or court deadlines. A website inquiry does not extend a deadline or confirm that Level 3 has accepted responsibility for a matter.