About Dynamic Tax & Financial Services in Snellville, GA

A Tax Firm Built on Fixing What Went Wrong

Dynamic Tax & Financial Services is a tax preparation, planning, and IRS representation firm in Snellville, Georgia. The office is on Clower Street in Snellville and serves individuals and business owners across Gwinnett County and, by secure upload and video call, in all 50 states.

The firm is led by Chiquita Harmon, an Enrolled Agent and Certified Tax Resolution Consultant with eighteen years in practice. Her clients call her the Tax Lady. Several of them have been with her since the early years, when the practice ran from a kitchen table, through the move to Lawrenceville and then to Snellville. In a field where people switch preparers over a fifty-dollar difference, that kind of staying power says more than any credential.

What the Letters After Her Name Mean

An Enrolled Agent is licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS. Enrolled agents, CPAs, and attorneys are the only three professions allowed to do that. The credential is earned by passing a three-part federal examination covering individual and business taxation and representation, and it is kept current with continuing education every year. It is federal, so it is valid in every state.

A Certified Tax Resolution Consultant has completed specialized training in resolving tax debt: offers in compromise, installment agreements, penalty relief, Currently Not Collectible status, innocent spouse relief, and the procedural rules that govern collection. It is the difference between a preparer who can file a return and a professional who can take over a case that has already gone wrong.

Chiquita holds both. That is why the firm can prepare a return, plan the year ahead, and represent the client if the IRS comes calling, without handing the file to someone else at any point.

How the Firm Works

Every engagement starts with the record. For a new tax preparation client, that means prior returns and the IRS account transcript. For a resolution client, it means the full collection history, because the balance on the letter and the balance on the transcript do not always match.

Explanations come in plain language. Clients hear what the number is, why it moved, and what the choices are. Nobody leaves an appointment with a question they were afraid to ask. On Google, the most common thing clients mention is that things were explained clearly, and the second most common is attention to detail.

The firm is not the cheapest option in Gwinnett County and does not try to be. The work is priced for the credential behind it and the time it takes to do it correctly. Clients who have been through an IRS problem once tend to understand that math.

Who the Firm Serves

Business owners with IRS or Georgia Department of Revenue balances, whether from unfiled years, payroll tax, or an audit that went badly. Owners of S corporations, partnerships, and LLCs who want the return, the planning, and the bookkeeping handled in one place. Individuals with a complicated year: a home sale, a side business, a retirement distribution, a move between states. Families and business owners who have been with the firm for a decade and simply want it done right again this year.

Most clients are in Snellville, Lawrenceville, Loganville, Grayson, Lilburn, and the rest of Gwinnett County. A growing number are out of state, working with the firm by secure document portal and video call. IRS representation is federal, so the office in Snellville can represent a client in Texas or New York as fully as one down the street.

Meet the Team

Chiquita leads the firm and handles tax resolution and representation personally. Amos Duker works with business clients on consulting and return preparation. Angie Toney, CPA, PFS, brings advanced tax planning for clients whose situations call for it. Together they cover the full arc from this year's return to next year's plan to the IRS case nobody wanted.