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Obtaining a copy of your IRS file is critical in analyzing the options available to resolve your tax problems.

Requesting copies of your IRS file is best done by a professional who understands how to obtain them without raising any red flags as well as how to interpret the information in your file.

Jim Gay, CPA

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No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship.

The good news is that we have answers. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up -- not you or your family.

We Are Here to Help You

If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions.

We also stay current on tax law changes that affect estate planning.

Here’s what else we do for you:

  • Allocating assets to spouses, children, trusts, and charities
  • Periodic review of estate planning needs as your family situation and finances change
  • Gift tax strategies
  • Business succession planning
  • Trust administration
  • Tax planning and preparation including estate, gift, and fiduciary tax returns

Don’t Your Loved Ones Deserve Peace of Mind?

If you haven’t developed an estate plan, it’s not too late.

Call our office and schedule a consultation today because you and your loved ones have nothing to lose, but everything to gain.

James B Gay



Aaron Prumm
Address: 4505 3rd Street Circle West, Apt 270, Bradenton, Bradenton
Phone: (941) 75-77108

Aaron Mondon, CPA
Address: 4911 52nd Ave W, Bradenton
Phone: (941) 545-6119

Abigail Lester
Address: 665 Cortez Rd W, Bradenton
Phone: (941) 751-1040

Adam Kenneth Wilhelm, EA
Address: 7830 Cortez Rd W, Bradenton
Phone: (941) 76-18353

Adam Battelle Smith, CPA
Address: 7011 Riverview Blvd, Bradenton
Phone: (941) 224-0693

Adron Hays Walker, ATTY
Address: Barnes Walker, 3119 Manatee Avenue West, Bradenton
Phone: (941) 741-8224

Alan Michael Stein
Address: 3930 State Rd 64 E, Bradenton
Phone: (941) 749-5364

Alan D Packard, CPA
Address: 14709 Como Circle, Bradenton
Phone: (563) 50-84948

Alex Stay Valdano
Address: 1023 Manatee Ave.

West 714, Bradenton
Phone: (941) 52-43429

Most people would be surprised to learn how much the IRS knows about them.

jim gay cpa bradenton

Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

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This website is provided on an "as is" and "as available" basis.

Your use of such sites is entirely at your own risk.

Estate Planning Is Not Just for the Wealthy…it’s for Everyone

Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children. 

The reality, of course, is that most people do procrastinate and never get around to estate planning until it is too late.

Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

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For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. There are many reasons why this happens. Use of this website is at your own risk. Perhaps you are under the impression that it is too expensive.

Get Your IRS File


Did you know that you can obtain a copy of your IRS file? We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them.

We do not control, evaluate, endorse or guarantee content found in those sites. We and our suppliers disclaim all warranties. Maybe you just don’t want to think about death because it’s unpleasant or feel that because you are young and healthy, there’s plenty of time to worry about the future later.

Unfortunately, you could be wrong, and your family could be in for a surprise.

We’ve developed relationships with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client.