My Three-Step Process:
Consultation, Investigation, Resolution
Consultation – Understand your situation and IRS concerns.
Investigation – Review IRS records and determine your options.
Resolution – Work directly with the IRS to resolve the issue
Consultation
Facing IRS issues can be overwhelming, but understanding your options is the first step toward resolution.
That's why every case begins with a free, no-obligation consultation.
During our conversation, I'll listen to your concerns, discuss your current circumstances, and provide an overview of the options that may be available to address your tax issues.
My goal is to give you clarity—not a sales pitch.
By the end of the consultation, you'll have a better understanding of where you stand and what your next steps should be.
Whether you decide to move forward with representation or not, you'll leave the conversation with valuable information and a clearer path forward.
Cost: Free
Investigation
If you decide to move forward, the first step is a thorough investigation of your IRS account and financial situation. I obtain and review your IRS transcripts, account records, filing history, and relevant financial information to develop a complete understanding of your case.
This process allows me to verify the accuracy of IRS balances, identify compliance issues, evaluate collection activity, review applicable collection statutes, uncover potential account discrepancies, and assess any issues that could affect your resolution options.
Once the investigation is complete, I provide a clear analysis of your situation along with a written summary outlining the most appropriate resolution strategies available.
Depending on your circumstances, these options may include an Offer in Compromise, Installment Agreement, Currently Not Collectible status, penalty abatement, or other IRS relief programs.
The goal of this stage is to ensure that any resolution pursued is based on accurate information, realistic expectations, and a strategy tailored to your specific circumstances.
Fee determined following the free consultation.
This stage includes:
• IRS transcript and account analysis
• Compliance review of filing and payment requirements
• Financial analysis and resolution feasibility assessment
• Collection statute review
• Identification of account issues or discrepancies
• Written summary of recommended resolution options
Resolution
With a clear understanding of your IRS account and financial circumstances, I formulate and implement the most appropriate resolution strategy for your case.
This stage includes preparing and submitting all necessary documentation, communicating directly with the IRS, and managing the resolution process from start to finish.
Whether negotiating an Offer in Compromise, securing an affordable payment arrangement, obtaining hardship status, resolving enforcement actions, or pursuing penalty relief, I serve as your advocate throughout the process.
My objective is to achieve the most favorable resolution available while ensuring compliance with IRS requirements and reducing the stress and uncertainty often associated with tax matters.
Fees are determined after the Investigation Stage based on the complexity and scope of the resolution and representation required.
As a veteran owned business, I am proud to always offer 10% off to my fellow veterans.
No Hidden Fees-Ever
You’ll always know what you’re paying for and why.
Every step is clearly explained, and all fees are agreed upon before work starts.