Blue Tax

• Tax Debt Services
• Audit Defense
• Bookkeeping
• Tax Prep
• Estate Taxes
• Types of Tax Professionals

Tax Debt Services

Potential customers can take advantage of a free consultation, and those who have more than $10,000 in state and IRS tax debt can come to Blue Tax for help. The company can stop forced collections, and get its clients an affordable settlement. The company's tax attorneys work to negotiate the best relief deal for clients, and CPAs (certified public accountants) help with filing tax returns and reducing tax liability.

Audit Defense

Blue Tax represents its clients all through the IRS or state tax audit, from the first letter to the final examination result. The company uses Blue Tax Audit Specialists as an outside source. Blue Tax takes over most if not all communication with the IRS on the client's behalf.

Bookkeeping

Customers can come to Blue Tax for bookkeeping, payroll, and accounting services without having to pay a full-time accounting and HR department. Blue Tax also helps with monthly operating statements, bank reconciliations, audit trails, balance sheets, financial graphs, and budgets. Services are mostly targeted for small businesses.

Tax Prep

The company prepares tax returns, and helps each taxpayer minimize their tax liability. Blue Tax professionals key into every deduction and expense, and make sure the tax return is accurate. Self-employed 1099 filers, W2 payroll employees, small businesses, and large corporations all qualify for Blue Tax prep services.

Estate Taxes

Clients who have already paid taxes can come to the company for help negotiating estate taxes with the IRS. Blue Tax can usually convince the IRS to refund clients the value of estate or gift taxes during the time of inheritance.

Types of Tax Professionals

Whether your tax situation would be better served by a CPA, a tax attorney, or an enrolled agent, Blue Tax employs the kind of tax professional who can help. 

• Lack of Tax Services
• No Money-Back Guarantee
• Minimal Resources
• No Professional Membership

Lack of Tax Services

The company does not provide a clear list of all available services. It is unclear whether or not Blue Tax removes tax liens, or helps with IRS appeals, innocent spouse relief, or penalty abatements. Blue Tax also doesn't specify if it helps customers achieve "currently not collectible" status, installment agreements, or offers in compromise. Blue Tax does not provide any information on pricing, fees, or how long each service typically takes.

No Money-Back Guarantee

Many top companies in the industry offer a money-back guarantee for unsatisfied customers; however, Blue Tax does not advertise any kind of full refund, satisfaction guarantee, or policy.

Minimal Resources

Though Blue Tax offers a blog with different financial topics, it is not updated, and only posts a few times a year. In fact, the company only had one blog post during the entire year of 2015, and no posts in 2016. Blue Tax advertises free resources, but they are nowhere to be found on the website. The company does not appear to have anything like a refund calculator available.

No Professional Membership

It does not seem Blue Tax is a member of the American Society of Tax Problem Solvers (ASTPS), the National Association of Tax Professionals (NATP) or the National Association of Enrolled Agents (NAEA).