What makes David Luczak with Pallas Associates a good neighbor?

A letter from the IRS shouldn’t send your heart racing. We bring on enrolled agent and local neighbor, David Luczak of Pallas Associates, to demystify what those notices really mean, how representation works, and why the smartest tax strategy isn’t a giant refund- it’s paying the least tax legally over time. With experience that runs from banking to working inside the IRS to leading his own firm, David shares a practical roadmap for staying compliant, solving problems, and building a plan that fits real life.
We walk through the core services that matter most: precise tax preparation, proactive tax planning, and trusted IRS representation when audits, back taxes, or collections appear. David explains how complexity compounds fast-children and credits, dependent care, mutual funds, rentals, small businesses- and how an enrolled agent can reduce risk while finding legitimate savings. You’ll hear how referrals from other preparers and bankruptcy attorneys flow his way, what that says about reputation and results, and why small business owners benefit from clean books, consistent reporting, and smart timing on deductions and contributions.
Beyond the forms and notices, there’s a neighborly thread here: calm over panic, clarity over rumors, and a focus on durable strategies that hold up under scrutiny. If you’ve ever wondered when DIY is fine (single W-2) and when to call a pro (investments, rentals, credits, business), you’ll leave with a clear line. And if an IRS letter is staring at you from the kitchen table, you’ll know the first move: don’t panic- get help from someone authorized to speak for you.
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To learn more about Pallas Associates go to:

http://www.pallastax.com

Pallas Associates

(412) 453-8295