Octavio Vieira

Octavio Vieira

Languages Spoken: English, Portuguese, Spanish
Boston, Massachusetts
TaxCure Rating 3 Reviews Google Rating 85 Reviews
CIA, EA, CTRS - Experienced Tax Resolution Specialist at Complex Consulting

About Octavio Vieira

Octavio Vieira is the Managing Partner at Complex Consulting, specializing in tax resolution services. He is a Certified Internal Auditor (CIA), Enrolled Agent (EA), and Certified Tax Resolution Specialist (CTRS), with extensive experience representing taxpayers before the IRS.

Octavio focuses on helping individuals and businesses resolve complex tax issues, including back taxes, IRS notices, audits, and collections. He is a proud member of the American Society of Tax Problem Solvers, demonstrating his commitment to delivering effective, compliant, and strategic tax resolution solutions.

Tax Agencies Serviced

Federal Tax Agencies

  • Internal Revenue Service

State Tax Agencies

  • Massachusetts Department of Revenue
  • Rhode Island Division of Taxation
  • Connecticut Department of Revenue Services
  • Maine Revenue Services
  • New Hampshire Department of Revenue Administration
  • New York State Department of Taxation
  • Vermont Department of Taxes
  • New Jersey Division of Taxation
  • Georgia Department of Revenue

Reviews

5.0

Customer Rating

3 Reviews

5
4
3
2
1
View All Reviews Leave a Review
Reviewed by Sam O
Advised on Unpaid Taxes, Past Due Tax Return, Wage Garnishment, Unfiled Returns - No Balance, Tax Lien | Apr 5, 2026
He always seeking knowledge and is a top professional, well recommended.
Reviewed by Anonymous
Advised on Past Due Tax Return, Tax Penalties | Mar 29, 2026
I used Octavio for a nasty tax surprise as a result of an entity classification mistake when filing for my company’s EIN. I tried getting a penalty abatement myself and was unsuccessful but after using Octavio, he got my company a penalty abatement in a week! Was able to sleep a lot better as a result. Highly recommend!

Problem Experience

  • Unpaid Taxes
  • Past Due Tax Return
  • Wage Garnishment
  • Unfiled Returns - No Balance
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Tax Audit or Examination
  • Notice of Determination
  • Trust Fund Recovery Penalty
  • Notice of Deficiency
  • FBAR & FATCA
  • Other Levies
  • Cryptocurrency Issue
  • Spousal Tax Issue
  • Tax-Related Identity Theft
  • Foreign Informational Penalties
  • Criminal or Tax Evasion
  • Tax Preparer Penalties
  • Tax Refund
  • Tax Return Mistake
  • Passport Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Suspended Drivers License
  • Suspended Professional License
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Responsible Party Assessment
  • Criminal or Tax Evasion
  • Domiciliary Resident Issues
  • Non-Resident Income Allocation
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax or Excise Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Criminal or Tax Evasion
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Seizure
  • Tax Audit or Examination
  • Tax-Related Identity Theft
  • Criminal or Tax Evasion
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Criminal or Tax Evasion
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Unfiled Business Tax
  • Unpaid Business Tax
  • Tax Lien
  • Tax Penalties
  • Bank Levy
  • Criminal or Tax Evasion
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Unfiled Meals & Rental Tax
  • Unpaid Meals & Rental Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Warrant
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Sales Tax
  • Criminal or Tax Evasion
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Franchise Tax Issues

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Treasury Offset
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Criminal or Tax Evasion
  • Tax-Related Identity Theft
  • Tax Audit or Examination
  • Sales Tax

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Sales & Use Tax Audit
  • Wage Garnishment
  • Tax Lien
  • Tax Penalties
  • Seizure
  • Bank Levy
  • Unfiled Sales Tax
  • Unfiled State Payroll Tax
  • Criminal or Tax Evasion
  • Tax-Related Identity Theft
  • Tax Audit or Examination

  • Unpaid Taxes
  • Unfiled Tax Returns
  • Wage Garnishment
  • Treasury Offset
  • Tax Penalties
  • Tax Lien
  • Bank Levy
  • Seizure
  • Tax Audit or Examination
  • Tax-Related Identity Theft
  • Criminal or Tax Evasion
  • Sales Tax
  • Spousal Tax Issue
  • Franchise Tax Issues

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
  • CAP Hearing
  • CDP Hearing
  • Business Tax Preparation
  • Gift and GSTT Tax Preparation
  • Estate Tax Preparation
  • Lien Discharge
  • Audit Reconsideration
  • Lien Subordination
  • Tax-Related Identity Relief
  • Bankruptcy
  • Fraud Examination Support
  • 4180 Interview Support
  • Audit Representation
  • Estate (Fiduciary) Tax Preparation
  • CSED Analysis
  • Pro Se Tax Court Petition
  • Tax Refund Support
  • IRS Transcript Analysis
  • Tax Consultation Service

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Individual Tax Preparation
  • Offer In Compromise
  • Lien Release
  • Business Tax Preparation
  • Audit Defense & Support
  • Amend Tax Returns
  • Tax Appeals
  • Tax-Related Identity Relief
  • Innocent Spouse Relief
  • Criminal Tax Defense
  • Bankruptcy
  • Tax Amnesty
  • Appellate Tax Board

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Tax Court
  • Lien Release
  • Offer In Compromise
  • Individual Tax Preparation
  • Audit Defense & Support
  • Amend Tax Returns
  • Business Tax Preparation
  • Innocent Spouse Relief
  • Tax Appeals
  • Injured Spouse Claim
  • Estate Tax Preparation
  • Criminal Tax Defense
  • Bankruptcy
  • Tax Amnesty
  • Tax-Related Identity Relief

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Offer In Compromise
  • Individual Tax Preparation
  • Business Tax Preparation
  • Amend Tax Returns
  • Appeals Support
  • Audit Support & Defense
  • Innocent Spouse Relief
  • Tax-Related Identity Relief
  • Estate Tax Preparation
  • Criminal Tax Defense
  • Bankruptcy
  • Tax Amnesty
  • Tax Court

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Individual Tax Preparation
  • Lien Release
  • Offer In Compromise
  • Business Tax Preparation
  • Amend Tax Returns
  • Audit Defense & Support
  • Innocent Spouse Relief
  • Estate Tax Preparation
  • Bankruptcy
  • Criminal Tax Defense
  • Tax Amnesty
  • Tax Appeals
  • Tax-Related Identity Relief
  • Tax Court

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Business Tax Preparation
  • Offer In Compromise
  • Lien Release
  • Amend Tax Returns
  • Tax Appeals
  • Audit Defense & Support
  • Criminal Tax Defense
  • Bankruptcy
  • Tax-Related Identity Relief

  • Payment Plan
  • Penalty Abatement
  • Offer In Compromise
  • Levy Release or Reduction
  • Individual Tax Preparation
  • Lien Release
  • Innocent Spouse Relief
  • Business Tax Preparation
  • Audit Defense & Support
  • Amend Tax Returns
  • Hardship - CNC
  • Estate Tax Preparation
  • Fiduciary (Trust & Estate 1041)
  • Tax Appeals
  • Tax Amnesty
  • Criminal Tax Defense
  • Bankruptcy
  • Tax-Related Identity Relief
  • Tax Court

  • Payment Plan
  • Penalty Abatement
  • Levy Relase or Reduction
  • Offer In Compromise
  • Lien Release
  • Individual Tax Preparation
  • Currently Not Collectible
  • Audit Defense & Support
  • Amend Tax Returns
  • Business Tax Preparation
  • Estate Tax Preparation
  • Innocent Spouse Relief
  • Injured Spouse Relief
  • Tax Appeals
  • Tax-Related Identity Relief
  • Tax Amnesty
  • Criminal Tax Defense
  • Bankruptcy
  • Tax Court

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Individual Tax Preparation
  • Lien Release
  • Business Tax Preparation
  • Closing Agreement (OIC)
  • Amend Tax Returns
  • Tax Appeals
  • Audit Defense & Support
  • Inheritance Tax Preparation
  • Estate Tax Preparation
  • Payroll Tax Preparation
  • Criminal Tax Defense
  • Sales and Use Tax Preparation
  • Dept of Labor & Workforce Audit
  • Bankruptcy
  • Gross Income Tax Audit
  • Tax Amnesty
  • Tax-Related Identity Relief
  • Tax Court

  • Payment Plan
  • Penalty Abatement
  • Levy Release or Reduction
  • Offer in Compromise
  • Lien Release
  • Business Tax Preparation
  • Audit Defense or Support
  • Innocent Spouse Relief
  • Individual Tax Preparation
  • Tax-Related Identity Relief
  • Voluntary Disclosure Agreements
  • Criminal Tax Defense
  • Bankruptcy
  • Tax Amnesty
  • Tax Court
  • Amend Tax Returns

Tax Types Serviced

Corporate Tax Excise Tax Alcoholic Beverage Tax Fisheries Related Taxes Tobacco Tax Oil & Gas Tax Income Tax Employment/Payroll Tax State Sales & Use Tax State Cannabis Tax Gift Tax/GST Tax Estate Tax (Form 706) Estate & Trust Income Tax (Form 1041)

Taxpayer Types Serviced

Individuals Sole Proprietor Limited Liability Companies S-Corporations C-Corporations Estates Expatriates Non-Profits/Charities Partnerships/Multi-Member LLC

Professional License & Designations

Compliant Icon

Professional Licenses

State/Federal
Enrolled Agent
Federal 3/1/2022 Active

Designation & Other Licences

License Type
Certified Tax Representation Consultant (CTRC)
Oct 2024 Active

Related Work Experience

Job Title Company Location Work Duration
Managing Partner Complex Consulting Boston, Massachusetts Dec 2019 - Present
Math Teacher Boston Public Schools Boston, Massachusetts Aug 2015 - Present
Mathematics Instructor University of Massachusetts Boston, Massachusetts Sep 2013 - May 2015
Math Instructor Roxbury Community College Boston, Massachusetts Sep 2013 - May 2015

Education

Educational Institution Degree Graduation Year
Bryant University Bachelor's Degree 2011

Associations & Memberships

Associations or Memberships Position Duration
Institute Of Internal Auditors Certified Internal Auditor (CIA) 2025 - Present
American Society of Tax Problem Solvers Member 2025 - Present

Contact Information

Address

40A Hancock St
Boston, Massachusetts 02125
Get Directions

In Office Visits

No

Website

https://www.complexconsulting.net/
Book Appointment
https://www.complexconsulting.net/book-online

Pricing & Payments

Free Consultation Free Quote Virtual Consultation Small fee Investigation Hourly Billing Small Upfront Fees Small Upfront Retainer Flat Fee Pricing Contact Me for Details
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Money Order Method Money Order
Check Method Check
Cash Method Cash
Zelle Method Zelle

Publications

Publication Type Publication Name Title Link
Web Article Complex Consulting Blog How to Spot Offer in Compromise Tax Relief Scams View Publication
Web Article Complex Consulting Blog IRS Tax Debt Help Tool: Relief Options & Guide View Publication

Videos & Photos

Video
Octavio Vieira photo 2 Photo
Video
Video
Octavio Vieira photo 5 Photo