K&K Tax Resolution

K&K Tax Resolution Tax Relief Experts Whether you need proactive tax strategies or help resolving back taxes, she provides expert guidance tailored to your unique situation.

Patricia Koczara, CPA, CTRC is a dedicated Certified Public Accountant (CPA) and a Certified Tax Representation Consultant (CTRC) based in Southwest Florida, specializing in tax planning and IRS tax resolution for individuals and small businesses. With a proven track record of helping clients minimize their tax liabilities through strategic planning, Patricia also assists those struggling with IRS debt, working to find solutions for taxpayers who cannot afford to pay.

🚨 Have You Heard of the Kwong Ruling? 🚨This could impact taxpayers who paid IRS penalties or interest during COVID.Here’...
05/26/2026

🚨 Have You Heard of the Kwong Ruling? 🚨

This could impact taxpayers who paid IRS penalties or interest during COVID.

Here’s what you need to know 👇

During COVID, the federal government declared a nationwide disaster. Under a little-known section of the tax code (IRC §7508A(d)), certain tax deadlines may have been automatically extended for the ENTIRE disaster period… plus 60 additional days.

In the case of Kwong v. United States, the court ruled that those extensions DID apply throughout the COVID disaster declaration.

👉 Translation:
Some taxpayers may have paid taxes, penalties, or interest sooner than legally required.

Which means…

đź’° You could potentially qualify for:
✔️ Penalty abatements
✔️ Interest refunds
✔️ Tax adjustments

At Keller & Koczara CPAs, we are proactively reviewing client tax accounts from:

📅 January 20, 2020 – July 10, 2023

to determine whether penalties and interest were improperly assessed and whether refunds or abatements may be available.

⚠️ IMPORTANT:
If our office contacts you requesting a signed Form 8821 for you and/or your spouse, please sign it promptly.

⏳ We have a limited time window to submit these requests.

🚨 Deadline: July 10, 2026 🚨

If you think this may apply to you, now is the time to review your tax history.

Call us at 239-945-9111

🇺🇸 Memorial Day Isn’t Just About Saving on Sales… It’s About Saving on Taxes Too.While everyone else is focused on Memor...
05/22/2026

🇺🇸 Memorial Day Isn’t Just About Saving on Sales… It’s About Saving on Taxes Too.

While everyone else is focused on Memorial Day discounts… smart business owners are focused on reducing their tax bill before year-end.

If you’re a business owner, real estate investor, or high-income earner paying $100,000+ in taxes, there’s a good chance you’re overpaying the IRS.

The tax code rewards people who plan ahead — not people who wait until tax season.

This Memorial Day, we’re offering a complimentary Tax Savings Review to help you discover:
âś… Hidden tax-saving opportunities
âś… Strategies to legally reduce your tax liability
âś… Ways to keep more cash in your business and pocket
âś… Potential deductions and entities you may be missing

Call 239-945-9111 to schedule your Memorial Day Tax Planning Session anytime this next week!

Most business owners wait until December to think about taxes…The wealthy plan in Q1, Q2, and Q3.If you wait until year-...
05/18/2026

Most business owners wait until December to think about taxes…

The wealthy plan in Q1, Q2, and Q3.

If you wait until year-end, you may miss thousands in legal tax savings.

START NOW.

Keep more of your hard-earned Money!

Call Today at 239-945-9111

Why pay more to the IRS than the tax code requires?There are legal strategies that may help you reduce your tax burden a...
05/12/2026

Why pay more to the IRS than the tax code requires?
There are legal strategies that may help you reduce your tax burden and keep more of what you’ve worked hard to earn.
Call us today at 239-945-9111 to learn what options may be available.

The IRS is investing billions into enforcement, AI, and advanced data analytics.Meaning one thing:If you’re a business o...
05/06/2026

The IRS is investing billions into enforcement, AI, and advanced data analytics.
Meaning one thing:
If you’re a business owner or high-income earner… the margin for tax mistakes is shrinking.

Meanwhile…

The ultra-wealthy aren’t panicking.

Not because they have “better accountants.”
But because they use legal tax strategies, entity structures, and planning frameworks built directly into the tax code.

Strategies most tax preparers were never trained to implement.

If you’re paying $100,000+ a year in taxes, there’s a good chance you’re overpaying.
Call us today at 239-945-9111 to see if we can identify meaningful tax-saving opportunities to help you save more of your hard-earned money!

📬 Got an IRS Letter? Don't Panic — But Don't Wait Either.That sick feeling when you see the IRS return address on an env...
05/01/2026

📬 Got an IRS Letter? Don't Panic — But Don't Wait Either.

That sick feeling when you see the IRS return address on an envelope... we get it. Your first instinct is fear. But fear doesn't have to be your next step.

⚠️ Big changes are coming to the IRS — and you need to be prepared.

The IRS is moving toward AI-driven operations, which means:
🤖 Less access to real human agents
📵 Longer wait times — or no answer at all
🗂️ Automated systems handling disputes, notices, and audits

Here's what worries us most: SCAMMERS KNOW THIS.

When people can't easily reach a real IRS agent to verify things, fraudsters move in fast. Expect a surge in fake IRS letters demanding immediate payment, threatening arrest, or fishing for your personal information. They're betting you won't be able to call and confirm it's real.

🚨 PROTECT YOURSELF:
âś… The IRS will NEVER call or email demanding immediate payment
âś… All legitimate IRS contact starts with a mailed letter
âś… Verify any letter at IRS.gov or call 1-800-829-1040
✅ Never pay with gift cards, wire transfer, or cryptocurrency — that's ALWAYS a scam

The IRS tax code is over 74,000 pages long. You were never meant to navigate that alone — and you shouldn't have to.

We've helped taxpayers and businesses find a clear path forward. One person, one problem, one solution at a time.

💬 Here’s what one client told us:
“When I got that IRS letter, I panicked. I had no idea what it meant or what to do next. They walked me through everything—step by step—explaining my options and what to expect. For the first time, I actually understood what good advice looks like.”

âś… Real People. Real Results.

Now more than ever, having a trusted tax professional in your corner matters. Don't wait until there's a problem — because getting help may be a lot harder than it used to be.

👇 Have questions about your taxes or protecting yourself?

Call us at 239-945-9111. We are here to help!

Your CPA is a historian—and it could be costing you more than you realize.Every April, most CPAs look backward.They take...
04/14/2026

Your CPA is a historian—and it could be costing you more than you realize.

Every April, most CPAs look backward.
They take what already happened and file it.

No strategy. No forward planning. Just… reporting history.

Meanwhile, many high earners—$150K, $200K, $300K+—are paying 35–40% in taxes.

Not always because they have to…
but because they’ve never been shown a more strategic approach.

Here’s what most people don’t realize:
The tax code isn’t designed the same for everyone.

W-2 earners often carry the heaviest burden,
while business owners and real estate investors have access to more aggressive tax strategies.

And we’ve seen this firsthand.

We work alongside a former IRS examiner with 38 years of experience—
someone who has seen exactly how and why certain taxpayers pay significantly less.

The difference isn’t income.
It’s structure and strategy.

At K&K Tax Advisory, we focus on helping clients:
• Implement proactive tax strategies throughout the year
• Redirect income into more tax-efficient structures
• Stay protected with ongoing review and audit support

If you’re earning $150K+ and feel like you’re paying more than you should…
it may be time for a different approach.

Call us at 239-945-9111 to see what strategies may be available to you.

“Why send more of your money to the IRS than necessary? Call us today and learn how to legally keep more of your hard-ea...
03/31/2026

“Why send more of your money to the IRS than necessary? Call us today and learn how to legally keep more of your hard-earned money.

We’re excited to officially welcome someone very special to our team.After 38 years inside the Internal Revenue Service,...
03/23/2026

We’re excited to officially welcome someone very special to our team.

After 38 years inside the Internal Revenue Service, working complex audits, fraud cases, and high-level enforcement investigations…

Sheryl Hagstrom is now on your side.

This is the kind of experience that changes how you approach tax strategy, compliance, and protection.

Because it’s one thing to understand the tax code…

👉 It’s another to understand how the IRS actually thinks, operates, and investigates.

That’s the level we’re bringing to our clients.

Please join us in welcoming Sheryl to the team 👇

We’ve been working on something behind the scenes that I’m really excited about…Over the past few months, we’ve been ask...
03/20/2026

We’ve been working on something behind the scenes that I’m really excited about…

Over the past few months, we’ve been asking ourselves a simple question:

“How can we help our clients save even more money… while staying 100% compliant?”

And the answer led us to make a very strategic move.

We’ve brought someone onto our team with a background that most firms simply don’t have…

Someone who has seen the tax system from the inside.

đź‘€

We’re not ready to share all the details just yet…

But I can tell you this:

This is going to change the level of insight, strategy, and protection we’re able to provide to our clients.

🚨 Big Announcement From Our Firm on Monday! 🚨

From the IRS to KellerKoczara CPAs and K&K Tax Advisory!You don’t often get the opportunity to work with someone who has...
03/19/2026

From the IRS to KellerKoczara CPAs and K&K Tax Advisory!

You don’t often get the opportunity to work with someone who has spent nearly four decades on the inside of the tax system.

But something exciting is happening at our firm.

Very soon, we’ll be welcoming someone to our team who brings 38 years of experience working inside the Internal Revenue Service, handling complex tax examinations, fraud investigations, and high-level enforcement cases.

We believe this will bring an entirely new level of insight and value to the clients we serve.

Announcement coming soon.

Address

1314 Lafayette Street
Cape Coral, FL
33904

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12395428811

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