About IQ Tax
Focused Tax Representation & Resolution for Philadelphia and the Lehigh Valley
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, CNC, and Appeals
Support businesses with Payroll Tax/TFRP and ERC audit issues
Need help now? Call (XXX) XXX-XXXX or Request a Free Consultation. Most cases handled via phone/video with secure document exchange.
Our Story
[Founding year placeholder] — 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.
Dylan Capaldo , IQ Tax founder (headshot placeholder)
Leadership & Team
[Name, Credential] — Title
Short bio (2–4 sentences): background, years of experience, focus areas (audits/collections/business cases), noteworthy training.
[Name, Credential] — Title
Short bio (2–4 sentences): client care philosophy, languages spoken (if applicable).
Credentials & Professional Standards
Credentials
Attorney / CPA / Enrolled Agent (EA)
Practice Rights
Authorized to represent taxpayers before the IRS (subject to credential)
Memberships
AICPA / NAEA / local bar or CPA society (as applicable)
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, CNC, 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
Tax Compliance Package & Monitoring - like "credit monitoring for federal tax" - we maintain access to federal tax compliance, detect issues early, and alert you of potential problems
Client consultation about IRS tax resolution options (image placeholder)
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.
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 (XXX) XXX-XXXX or Request a Free Consultation. Send your notice with your inquiry for the fastest assessment.