About David J. Luczak
David Luczak’s background includes 30+ years in management consulting, finance and taxation with several Fortune 500 companies. He was active in various finance industry organizations and community groups and has received numerous awards for his contributions to the finance industry and his community involvement. He is the author of several articles in finance industry trade journals. He had 15 years of Tax Preparation experience before joining the IRS. He left the IRS to found Pallas Associates, Inc. to provide individuals and small business owners a resource to receive complete tax services and to provide a remedy for the resolution of any tax issues.
He is an Enrolled Agent, licensed to represent clients with tax problems before the IRS and a Fellow of the National Tax Practice Institute which recognizes expertise in resolving tax issues. The firm serves a wide variety of clients and has a specialty in Representing clients with Past Due Filings, Unpaid Back Taxes, Collections, Appeals and Tax Audits. The firm also provides assistance to US ex-patriots and foreign nationals in the area of International Taxes and foreign account reporting.
He has served on several Boards of Directors and currently is a member of the Board of Directors of the National Association of Tax Professionals, Pennsylvania State Chapter.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Ohio Department of Taxation
- Pennsylvania Department of Revenue
- Virginia Department of Taxation
- West Virginia Department of Revenue
Reviews
Problem Experience
- Past Due Tax Return
- Unpaid Taxes
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Trust Fund Recovery Penalty
- FBAR & FATCA
- Cryptocurrency Issue
- Spousal Tax Issue
- Tax-Related Identity Theft
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Lien
- Tax Penalties
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax-Related Identity Theft
- Tax Audit or Examination
- Sales Tax
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Tax Lien
- Tax Penalties
- Tax-Related Identity Theft
- Unpaid Taxes
- Unfiled Tax Returns
- Treasury Offset
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Tax-Related Identity Theft
- Tax Audit or Examination
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- CDP Hearing
- Business Tax Preparation
- Estate Tax Preparation
- FBAR & FACTA
- Other Tax Preparation
- Tax-Related Identity Relief
- Bankruptcy
- 4180 Interview Support
- Lien Discharge
- CSED Analysis
- IRS Transcript Analysis
- Payment Plan
- Penalty Abatement
- Individual Tax Preparation
- Lien Release
- Business Tax Preparation
- Amend Tax Returns
- Tax-Related Identity Relief
- Audit Defense & Support
- Payment Plan (Defered Payment)
- Penalty Abatement
- Lien Release
- Individual Tax Preparation
- Levy Release or Reduction
- Tax Forgiveness
- Business Tax Preparation
- Amend Tax Returns
- Tax Appeals
- Innocent Spouse Relief
- Inheritance Tax Preparation
- Tax-Related Identity Relief
- Bankruptcy
- Audit Defense & Support
- Payment Plan
- Penalty Abatement
- Offer in Compromise
- Levy Release or Reduction
- Lien Release
- Individual Tax Preparation
- Amend Tax Returns
- Bankruptcy
- Business Tax Preparation
- Audit Defense & Support
- Tax Appeals
- Payment Plan
- Penalty Abatement
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Business Tax Preparation
- Amend Tax Returns
- Tax-Related Identity Relief
- Audit Defense & Support
Tax Types Serviced
Corporate Tax
Alcoholic Beverage Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Gift Tax/GST Tax
Highway Use Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
Partnerships/Multi-Member LLC
S-Corporations
Estates
Non-Profits/Charities
Expatriates
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
2/6/2018
Active
Designation & Other Licences
License Type
NTPI Fellow (National Tax Practice Institute)
Nov 2019
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| President | Pallas Associates, Inc. | Pittsburgh, Pennsylvania | Jan 2010 - Present |
| Contact Representative | Internal Revenue Service | Pittsburgh, Pennsylvania | Oct 2009 - Oct 2011 |
| Associate | Price Computax | Pittsburgh, Pennsylvania | Jan 2000 - Dec 2009 |
Education
Not Provided
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| Pennsylvania Society of Enrolled Agents | Member of the Board of Directors | 2021 - Present |
| National Association of Tax Professional / PA Chapter | Member of Board of Directors / Pa State Tax Liaison | 2019 - Present |
| National Association of Enrolled Agents | member | 2013 - Present |
Contact Information
Address
4372 Old William Penn Highway
Monroeville, Pennsylvania 15140
Monroeville, Pennsylvania 15140
In Office Visits
Yes
Pricing & Payments
Free Consultation
Virtual Consultation
Flat Fee Pricing
Contact Me for Details
Amex
Visa
Mastercard
Paypal
Check
Cash
Videos & Photos
Photo
Video
Photo
Photo
Photo
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