Pricing Explained

Every tax situation is different — and so is the amount of work involved.

My fees are based on the complexity of your case, not just a flat “one size fits all” number.

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

Every case begins with a free, no-obligation consultation.

We’ll discuss your situation, review your concerns, and outline the options that may be available to you. You’ll get honest feedback — so you can decide with confidence whether professional assistance makes sense for your case.

Cost: Free

This initial conversation helps determine the scope of your case and ensures you understand the process, timeline, and potential outcomes before any work begins.

Investigation

If you decide to move forward, I’ll begin by gathering and reviewing your IRS records, account transcripts, and financial information.

This investigation phase provides a complete picture of your standing with the IRS — confirming balances, identifying compliance issues, determining if collection statutes are accurate, reviewing potential upcoming audit issues and outlining your best options for resolution, whether that’s an Offer in Compromise, payment plan, or penalty relief.

Fee determined after free consultation.

This covers transcript analysis, a compliance check, financial analysis as well as a written summary of your best resolution options.

Resolution

Once there is a clear understanding of your position with the IRS, I prepare and submit all required documentation to the IRS and manage the resolution process.

This includes negotiating with the IRS for Offer in Compromise requests, Installment Agreements, Currently Not Collectible determinations, addressing liens or levies, penalty-abatement requests and responding to IRS notices.

Fee determined after investigation stage.

As a veteran owned business, I am proud to always offer 10% off to my fellow veterans.

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Resolution Types

Every taxpayer’s situation is different, and the right path depends on your financial circumstances, tax type, and compliance history.

I help clients resolve their IRS issues through a range of proven options, including:

Offer in Compromise (OIC) – Settle your tax debt for less than the full amount owed when paying in full would cause financial hardship.
Installment Agreements (Payment Plans) – Establish an affordable monthly payment arrangement with the IRS.
Partial Payment Installment Agreement (PPIA) – Pay less than the full balance over time if full payment isn’t possible.
Currently Not Collectible (CNC) Status – Pause IRS collection actions when you can’t afford to pay due to financial hardship.
Penalty Abatement – Request removal or reduction of IRS penalties for reasonable cause or first-time relief.
Innocent Spouse Relief – Protect yourself from joint tax liability caused by your spouse’s or ex-spouse’s error or omission.
Injured Spouse Relief – Recover your portion of a joint tax refund that was applied to your spouse’s debt.
Trust Fund Recovery Penalty (TFRP) Defense – Assist business owners or responsible persons assessed personally for unpaid payroll taxes.
Lien Withdrawal, Discharge or Subordination – Remove or modify a tax lien to help with refinancing or property sale.
Levy Release – Stop or reverse IRS levies on wages, bank accounts, or property once resolution is in progress.
Doubt as to Liability Offer in Compromise – Resolve situations where the amount the IRS claims is owed is genuinely in dispute.
Audit Reconsideration – Reopen a past IRS audit when new information or documentation changes the outcome.

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.