Lexington Tax Group is a proudly family-owned and operated small business dedicated to providing personalized and trustworthy tax resolution services. Unlike large corporate firms or private equity-owned entities, Lexington Tax Group maintains full control over its operations and client relationships through its family ownership structure. This approach ensures that every client receives attentive, ethical, and individualized service from a team that values long-term trust over short-term gains.
Being family owned means that the leadership is deeply involved in every aspect of the firm’s work, from case strategy to staff training and client communication. This hands-on management style fosters accountability and high ethical standards, with a commitment to pursuing conservative, law-focused tax solutions tailored to each client’s unique situation.
As a small business itself, Lexington Tax Group understands the challenges faced by individuals and small business owners dealing with IRS and state tax issues. The firm’s family-oriented culture creates a supportive environment where clients can feel confident that their tax problems are handled with care and integrity.
For those searching “Who owns Lexington Tax Group,” the answer lies in the firm’s identity as a family-run business that puts client outcomes and ethical practice at the forefront. This ownership model shapes every interaction and resolution, making Lexington Tax Group a trusted partner for taxpayers nationwide seeking relief and financial stability.
If you’ve been searching for a national tax group to help resolve IRS problems, claim overlooked deductions, or simply understand your options, you’ve likely encountered dozens of firms making big promises. This guide breaks down what a national tax group actually does, how Lexington Tax Group fits into that landscape as a family-owned firm, and where tax incentives, tax credits, and real-world tax debt relief intersect.
How Lexington Tax Group Fits In
A national tax group refers to a specialized division within a major professional services firm-or an independent company-that handles tax resolution, tax incentives, and tax credits for clients across state lines. These groups assist individuals and businesses with complex IRS or state tax liabilities, and they provide legal and financial strategies for tax resolution. Some focus on proactive savings (cost segregation, R&D credits, energy efficiency deductions), while others concentrate on helping taxpayers who already owe money to the IRS or state agencies.
Lexington Tax Group is a family-owned, nationally operating tax resolution firm headquartered in Palm Beach Gardens, Florida. The company serves clients in all 50 states, working directly with people facing back taxes, liens, wage garnishments, and audits. Unlike incentive-focused engineering firms that specialize in cost segregation studies or research and development tax credit projects for large corporate or real estate clients, Lexington’s core mission is helping taxpayers resolve existing debt and regain financial stability.
That said, the line between these two worlds isn’t always clean. National tax groups employ teams of CPAs, tax attorneys, and former IRS agents who understand both sides. Tax incentives provide credits and deductions for business investments, and when those incentives have been missed or misapplied, they can directly affect how much a client actually owes. Lexington Tax Group works with tax attorneys, enrolled agents, and CPAs to secure tax savings through both IRS relief programs and the proper use of available tax incentives where applicable-ensuring clients aren’t leaving money on the table during negotiations.
Who Owns Lexington Tax Group (And Why That Matters)
Lexington Tax Group is a privately held, family-owned and operated small business. It is not owned by a large corporation, private equity fund, or venture-backed holding company. The founding family maintains full control over operations, case strategy, and the firm’s direction-a structure that’s increasingly rare in the national tax resolution industry.
This ownership model shapes everything about how the firm operates. Family ownership drives long-term client relationships over short-term revenue targets. There are no quotas pushing staff to oversell services, and no outside investors demanding aggressive growth at the expense of client outcomes. Instead, leadership remains actively involved in daily case reviews, staff training, and supervising negotiations with the IRS and state tax agencies. When you work with Lexington, the people accountable for your case are the same people who built the company.
Client confidentiality and ethical standards are overseen directly by the founding family and the licensed professionals within the tax group. Because the owners’ reputation is personally tied to every outcome, there’s a built-in incentive to pursue conservative, law-focused tax strategies rather than high-risk tactics that could backfire. For taxpayers wondering “who owns Lexington Tax Group,” the answer is straightforward: the same family that founded it, runs it, and stakes their name on every resolution.
About Lexington Tax Group: A National Family-Owned Tax Resolution Firm
Lexington Tax Group combines national reach with the kind of small-firm, family-run attention that large call-center operations simply can’t replicate. The firm brings local expertise from its Florida base while serving taxpayers across the country who need skilled representation before the IRS and state revenue departments.
The company is headquartered at 8295 N Military Trail, Suite J, Palm Beach Gardens, Florida 33410. Founded in the 2010s, the firm has been developing its practice for over a decade, and the team’s collective experience working in IRS and state tax representation spans more than 10 years. The team is comprised of tax attorneys, enrolled agents, and CPAs-professionals who hold federal and state credentials authorizing them to represent clients directly before tax authorities.
Lexington’s service scope covers IRS and state back tax resolution, audit defense, lien and levy relief, plus guidance on legitimate federal and state tax incentives when they can reduce a client’s exposure. National tax groups negotiate settlements to stop tax collection actions, and Lexington’s approach follows that same framework while maintaining the local knowledge and personal accountability of a small business.
Clients can contact Lexington Tax Group by phone at 800-328-8289 or through the online scheduling page for a free consultation.
National Tax Services We Provide
Like other national tax groups, Lexington serves clients in all 50 states-but the firm focuses specifically on people already in trouble with the IRS or state agencies. Whether you’re dealing with a federal tax lien, an unexpected audit letter, or years of unfiled returns, the process starts with understanding exactly where you stand and what legal options exist. These groups evaluate tax codes to promote economic growth and efficiency, and Lexington applies that same analytical rigor to individual and small business cases.
Core services include IRS back tax relief, filing unfiled tax returns, audit representation, tax lien withdrawal, wage garnishment and bank levy release, installment agreements, Partial Pay Installment Agreements, Offer in Compromise negotiations, penalty abatement, innocent spouse relief, and state tax debt negotiations. The firm also provides litigation support when disputes escalate, ensuring clients have skilled representation at every stage.
These services differ significantly from cost segregation studies and R&D tax credit projects, which are typically aimed at larger real estate investors and corporate clients in various industries. Lexington’s focus is on taxpayers who already owe and need resolution-not proactive tax planning for property taxes or accelerated depreciation. However, when appropriate, the team coordinates with clients’ CPAs to ensure any existing tax credits, deductions, or tax incentives are properly reflected in settlement calculations. This reporting and review process can make a meaningful difference in final outcomes.
National tax groups also monitor and lobby on behalf of business interests during tax legislation drafting and publish data on economic impacts of tax laws and programs. Lexington stays current with these developments to ensure every resolution strategy reflects the latest IRS rules. All work is performed under IRS regulations and state law, with written authorization (Form 2848 or equivalent) before speaking to the tax authorities on a client’s behalf.
Tax Incentives, Tax Credits, and Cost Segregation: How They Connect to Tax Relief
Many firms that call themselves a national tax group focus heavily on tax incentives and tax credits as their primary service. Understanding these tools is important even if your immediate need is debt resolution, because unclaimed credits can reduce what you owe.
Research and Development Tax Credit
The research and development tax credit refunds businesses for innovation activities like improving products, developing new software, or performing design work. Eligible expenses include wages, supplies, and software costs. Many businesses qualify for R&D tax credits without realizing it, especially in software development. Startup companies can claim up to $500,000 in payroll tax refunds under the development tax credit provisions, creating a real income benefit and a money making opportunity for growing firms. Documentation is crucial for a strong R&D tax credit claim-without proper records, even legitimate innovation activities won’t survive IRS scrutiny.
179D Energy-Efficient Building Deduction and EPAct Tax Incentives
The 179D deduction incentivizes energy-saving improvements in buildings. Eligible improvements include HVAC upgrades, LED lights, and insulation. The deduction ranges from 58 cents to $5.81 per square foot, and building owners and designers of government buildings-including schools-can claim it. These epact tax incentives directly reward energy efficiency investments and can result in significant savings for many businesses.
Cost Segregation
Cost segregation studies help maximize tax savings for property owners by reallocating property costs into shorter depreciation categories. Engineers conduct cost segregation studies to identify tax benefits, and the resulting valuations can dramatically accelerate deductions. Over 200,000 property owners have benefited from cost segregation since 2019, and cost segregation can improve cash flow for real estate investments by front-loading depreciation. Segregation studies are a tool Lexington’s clients sometimes bring to the table when they’ve already worked with independent engineering firms.
Overall, businesses can save thousands to millions of dollars annually through tax incentives, and over 200,000 property owners received $5 billion in tax incentives since 2019. Tax benefit specialists help identify unclaimed federal and state credits. Lexington Tax Group does not sell engineering-based cost segregation or R&D studies like some competitors, but helps clients fully reflect any already-available credits and incentives in their IRS negotiations. Small business owners with rental property, construction, engineering, or software activities should talk with their CPA and Lexington’s team to see if unclaimed tax credits could reduce current or future tax burdens.
How Lexington Tax Group Resolves IRS and State Tax Debt
Many people searching for “national tax group” are actually looking for help with liens, wage garnishments, or large back tax balances-not proactive tax planning. Lexington Tax Group’s resolution process is built for exactly these situations.
Free Consultation
The process begins with a free assessment of your situation: a confidential review of IRS notices, approximate balances, years involved, and whether any tax incentives or credits have been overlooked. This initial conversation helps the team determine whether you qualify for specific relief programs and what the realistic path forward looks like. You can request a free assessment today by calling 800-328-8289.
Investigation Phase
Next comes the investigation phase: obtaining IRS transcripts, stopping or pausing enforcement where possible, and outlining every legal resolution option. These include Offer in Compromise, installment agreements, Partial Pay Installment Agreements, Currently Not Collectible status, and penalty abatement. Private Firm Groups-specialized divisions within major accounting firms composed of former IRS staff-often interpret ambiguous tax laws and provide operational guidelines for corporations. Lexington’s tax experts apply that same depth of taxation knowledge to individual and small business cases.
Lexington offers a 3-business-day money-back guarantee on payments made for the tax investigation phase, a concrete differentiator from other national tax firms that lock clients into non-refundable fees before any real work begins.
Resolutions seek sustainable tax savings over time, ensuring clients can afford payments while staying compliant with future filing and pay obligations. The goal isn’t just to settle today’s bill-it’s to create a realistic plan for ongoing compliance so technical problems don’t resurface.
Real-Life Situations Where a National Tax Group Like Lexington Can Help
Since the late 2010s, Lexington’s team has handled cases across the full spectrum of IRS and state tax disputes. Here are scenarios that reflect common client situations (details generalized to protect confidentiality).
The Florida Contractor With Unfiled Returns
A self-employed contractor in Florida had three years of unfiled returns and a wage garnishment draining his employees’ trust in his ability to keep the business running. Lexington filed the missing returns, negotiated a manageable installment agreement, and worked with his CPA to account for prior-year energy-efficient equipment deductions he’d never claimed. The result: a lower assessed balance and a garnishment release that restored his cash flow.
The Multi-State Landlord Facing an Audit
A small landlord with rental property in multiple states had previously completed a cost segregation study but couldn’t prove to the IRS that the depreciation was calculated correctly. Lexington’s team gathered the original segregation studies and engineering documentation, coordinated with the landlord’s accountant, and presented a clear case to the auditor. The IRS accepted the depreciation schedule, saving the landlord from a five-figure reassessment.
The Tech Startup With R&D Credits in Dispute
A startup company’s CPA had claimed R&D payroll tax credits on its returns, but the IRS questioned the claim during an audit. Lexington used those credits-supported by proper documentation of the startup’s software development and innovation expenses-to reduce the overall assessed tax in the dispute. The company kept its credit intact.
Every case is unique, but combining accurate tax incentives, tax credits, and skilled negotiation can transform long-term tax stress into a manageable plan. If you’re facing a similar situation, personalized tax solutions start with a single phone call.
Why Choose a Family-Owned National Tax Group Over Large Call-Center Firms
Large national tax call centers often treat cases like support tickets-rotating through representatives, pushing aggressive upsells, and making promises about saving millions that rarely materialize. Lexington’s family-owned model is the opposite.
You get direct access to an assigned case manager and a licensed professional-not just a sales representative reading a script. The firm’s professionals have the collective experience and expertise to handle complex IRS disputes without handing you off to a different department every time you call.
Being privately and family owned allows Lexington to avoid aggressive, quota-driven sales tactics and focus instead on realistic, law-based outcomes. There’s no outside pressure to maximize revenue per client. Instead, the company treats every case as a reflection of its founding family’s reputation.
Transparency is central: clear written estimates, straightforward explanation of fees, and no promises of impossible tax savings or guaranteed Offers in Compromise. As a small business itself, Lexington understands the pressures small business owners face-protecting payroll, paying vendors, and keeping family finances intact. The firm tailors resolutions to those realities, not to a corporate playbook.
Frequently Asked Questions About National Tax Groups and Lexington Tax Group
What is a national tax group?
A national tax group is any firm providing tax services across state lines, from incentive-focused operations like cost segregation and R&D credits to property tax appeals and IRS debt relief. Some are specialized divisions within large accounting firms, while others-like Lexington-are independent firms with a national client base.
Does Lexington Tax Group do cost segregation or R&D studies?
Lexington focuses on tax debt resolution and does not perform engineering-based cost segregation study work or R&D credit underwriting in-house. When clients already have or need those specialized services, the team coordinates with outside CPAs and engineers to ensure those savings are reflected in IRS negotiations.
Are tax credits and tax incentives the same as tax forgiveness?
No. A tax credit reduces the amount you owe dollar-for-dollar, and tax incentives like accelerated depreciation reduce taxable income. Tax forgiveness programs like Offers in Compromise, on the other hand, settle existing back tax debt for less than the full balance owed. They serve different purposes but can work together in a comprehensive resolution strategy.
How do I get started with Lexington Tax Group?
Call 800-328-8289 or schedule online for a confidential review of your IRS or state tax situation. The initial consultation is free, with no obligation.
Next Steps: Talk to Lexington Tax Group About Your Tax Debt and Potential Tax Savings
Don’t let IRS or state notices sit unopened on your counter. Penalties and interest compound every month you wait, and what starts as a manageable balance can spiral into liens, levies, and garnished wages.
A national, family-owned tax group like Lexington can both defend against aggressive collection actions and ensure any legitimate tax credits, deductions, and tax incentives are fully applied. The accounting team’s ability to look at your situation from every angle-resolution and optimization-is what sets this firm apart.
Take the first step: request a free consultation by calling 800-328-8289 or visiting the website to learn more about services. The goal is lasting financial relief-resolving today’s tax debt while building a realistic plan for future compliance and ongoing tax savings.
Most clients feel immediate stress relief once Lexington’s team steps in as their representative before the IRS and state tax authorities. That weight off your shoulders isn’t just emotional-it’s the beginning of a real path back to financial stability.