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What's Next For Your Tax Consultation

Schedule Free Consultation

Choose a time that works for you to discuss your tax situation, IRS notices, and potential resolution options.

Case Review & Assessment

During the consultation, we evaluate your tax issue, discuss your concerns, answer questions, and identify possible solutions.

Your Options Explained

We explain the IRS resolution programs that may apply to your case and outline the best path forward.

Client Onboarding

If you move forward with our services, you'll receive an engagement agreement, make payment on a flat fee retainer, and gain access to our secure client portal.

Investigation & Case Prep.

Our team obtains IRS transcripts, documents, and reviews your tax history to prepare the strongest strategy and the best solution for your case.

IRS Representation & Resolution

Our team communicates directly with the IRS and works toward resolving your tax issue.