IQ Tax IQ Tax Logo
IQ Tax team providing tax representation services in Philadelphia and the Lehigh Valley

About IQ Tax

Focused Tax Representation & Resolution for Philadelphia and the Lehigh Valley

5.0 Google Rating
15+ Years Experience
Admitted to practice before the IRS

Our Mission

When tax problems threaten your finances or peace of mind, you deserve a representative who acts quickly, communicates clearly, and works toward the best outcome your facts allow. IQ Tax exists to protect, investigate, and resolve IRS and state tax matters for individuals and small businesses across Philadelphia and the Lehigh Valley.

Our goal is simple: stabilize your situation fast and guide you to a durable resolution—with plain‑English updates at every step.

What We Do

Represent you before the IRS and state tax agencies

Handle audits, collections, back taxes, levies/liens, penalties, and complex resolutions

Build strategies including Offer in Compromise, Installment Agreements, Penalty Abatement, Currently Not Collectible, and Appeals

Support businesses with Payroll Tax/TFRP and ERC audit issues

Maintaining post filing compliance.

Need help now? Call 267-748-2020 or Request a Free Consultation. Most cases handled via phone/video with secure document exchange.

Our Story

2018 — IQ Tax began as a traditional tax preparation practice. As client needs changed, we pivoted to focus on Tax Representation & Resolution—work that demands deeper advocacy, negotiation, and compliance support.

Today, representation is our core: we help clients respond to notices, stop enforcement, and move forward with confidence.

Founder and Owner - Dylan Capaldo

Dylan Capaldo , IQ Tax founder

Leadership & Team

Founder and Owner - Dylan Capaldo

Dylan Capaldo — Enrolled Agent

Dylan Capaldo is an Enrolled Agent, enrolled to practice before the IRS, and the Owner of IQ Tax, with over 13 years of experience in the tax and tax representation industry. Having entered the profession at just 17 years old, Dylan has built a deep, practical understanding of tax law, compliance, and taxpayer advocacy from the ground up.

He specializes in working with high‑net‑worth individuals transitioning into retirement, as well as providing strategic individual and business tax services. A core focus of his practice is tax resolution, where he most commonly assists clients with navigating and settling significant tax debts with the IRS and state and local taxing authorities.

Dylan is known for his hands‑on, solutions‑oriented approach and for guiding clients through complex and often stressful tax matters with clarity and confidence. Through proactive planning and diligent representation, he helps taxpayers regain financial stability and peace of mind while ensuring full compliance with applicable tax laws.

Kyle Holland - IQ Tax - Enrolled Agent

Kyle Holland - Enrolled Agent

Kyle Holland is an Enrolled Agent (EA) with over 20 years of experience in individual and business tax preparation. He began his career in 1999 after attending Temple University in Philadelphia, PA. In addition to his core tax experience, Kyle specializes in cryptocurrency taxation, electronic bookkeeping, tech stack integrations, estate and inheritance tax matters.

Ian Scott - CPA

Ian T. Scott - CPA

I earned my BS in Accounting and MBA from Philadelphia University (now part of Jefferson University) and have been a licensed CPA in Pennsylvania since 2007.As a lifelong Philadelphian, I understand the challenges local individuals and small businesses face. I specialize in real estate taxation, small business taxation, and navigating Philadelphia City tax issues with clarity and care.

Ian Scott - CPA

Colleen Krcelich - CPA CFP

Colleen has over 25 years of leadership experience in Tax, Accounting, and Human Resources, helping small and mid‑size businesses navigate growth, transformation, and succession planning. She began her career at Deloitte US before joining high‑tech innovator IQE, where she helped scale the company from 13 to 175 employees, supported a merger, and contributed to a NASDAQ Europe public offering while completing her MBA at Lehigh University.

She later held senior roles in early‑stage technology and manufacturing companies and went on to found Business Support Solutions, LLC, providing advisory services to emerging and established businesses. After selling the company in 2015, she shifted her focus to education and mentoring and now serves as a Lecturer of Business at Penn State University while consulting with select early‑stage firms.

Colleen is also an active civic leader, serving as President of the Lehigh Valley Chapter of the Pennsylvania Society of Tax and Accounting Professionals and holding board roles with the Rising Tide Loan Fund, Bridgeworks Enterprise Center, the Allentown Economic Development Corp, and the Penn State Lehigh Valley LaunchBox.

Credentials & Professional Standards

Credentials

CPA / Enrolled Agent (EA)

Practice Rights

All of our asscoiates are authorized to practice before the IRS

Memberships

NATP, Tax Rep Network and Tax Mob

Training

Ongoing continuing education in audit/collections procedures and ethics

Security

Written Information Security Plan (WISP), MFA, encryption, least‑privilege access

How We Work (3 Steps)

1. Protect

File Power of Attorney, assess deadlines, and request holds where appropriate to pause enforcement.

2. Investigate

Pull transcripts, review filings, and map viable options (OIC, IA, Currently Not Collectible, appeals, abatements).

3. Resolve

Prepare submissions, negotiate terms, and confirm a plan you can maintain.

Client Experience

Clear expectations from day one, including scope, milestones, and fees

Proactive communication plain‑English updates via phone/email/portal

Secure document exchange and e‑signature workflows

Post-resolution support and ongoing compliance assistance to prevent future tax problems and maintain your resolution agreements

Federal Tax Watch- Federal Tax Watch delivers always‑on monitoring of your federal tax compliance; think credit monitoring, but for taxes.

IQ Tax Offices

Community & Values

Integrity

Advice that aligns with the rules and your best interests

Clarity

No jargon; just next steps

Urgency

We move fast when deadlines loom

Empathy

Tax problems are stressful; respect comes first

Security

We protect sensitive data as if it were our own

Offices & Service Areas

We serve clients throughout Philadelphia and the Lehigh Valley (Allentown, Bethlehem, Easton) with statewide representation available for many IRS matters. Visit /locations for office details, parking, and transit info.

Philadelphia

Serving Philadelphia, Gladwyne, Villanova, and surrounding counties

Lehigh Valley

Serving Allentown, Bethlehem, Easton, and surrounding areas

New Jersey

Cherry Hill, Haddonfield, Mullica Hill, and surrounding areas

Testimonials

"They stepped in, stopped the levy, and explained every step."
— Client, Philadelphia
"Professional, responsive, and realistic about outcomes."
— Client, Allentown

(Insert real client names/permissions once available.)

FAQs (About)

Do you handle cases remotely?

Yes. Most representation is effective by phone/video with secure document upload and e‑signature.

How are fees structured?

After your free review, we provide a clear engagement letter. For defined services, fixed fees may be available; otherwise, scope‑based pricing applies.

Can you guarantee results?

No. Outcomes depend on the facts and the law. We'll give realistic expectations up front.

Is my information secure?

We follow a WISP, require MFA for staff, and use encrypted storage and transmission.

Get answers today.

Call 267-748-2020 or Request a Free Consultation. Send your notice with your inquiry for the fastest assessment.