Pricing Explained
Flat fees. Clear scope. No surprises.
Every tax situation is different, and so is the amount of work involved. That's why my fees are flat and based on the complexity of your case. You'll know exactly what you're paying for, and you'll agree to it in writing before any work begins.
My Three-Step Process:
1. Consultation: Understand your situation and your IRS concerns.
2. Investigation & Strategy: Review your IRS records and determine your options.
3. Resolution: Work directly with the IRS to resolve the issue.
Step 1: Consultation
Cost: Free
Dealing with the IRS can be overwhelming, and understanding your options is the first step toward resolving it. Every case starts with a free, no-obligation consultation.
I'll listen to your concerns, talk through your circumstances, and give you an overview of the options that may be available. My goal is to give you clarity, not a sales pitch. Whether or not you decide to hire me, you'll leave with a better understanding of where you stand and what to do next.
Step 2: Investigation & Strategy
Flat fee, quoted after free consultation.
If you decide to move forward, I start with a thorough review of your IRS account and financial situation. I obtain and analyze your IRS transcripts, account records, filing history, and relevant financial information so that any resolution is built on accurate facts.
This stage includes:
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IRS transcript and account analysis
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Compliance review of filing and payment requirements
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Financial analysis and resolution feasibility assessment
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Collection statute review
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Identification of account issues or discrepancies
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A written summary of recommended resolution options
Depending on your circumstances, those options may include an Offer in Compromise, Installment Agreement, Currently Not Collectible status, penalty abatement, or other IRS relief programs.
What affects the fee: A case with a single tax issue is the simplest to review. Cases involving additional issues or more extensive analysis take more work, and the fee reflects that.
Your exact flat fee will be explained and confirmed in writing before you decide whether to move forward. No surprises, and no obligation.
As a veteran-owned business, we offer fellow veterans 10% off the Investigation and Strategy Phase.
Step 3: Resolution
Flat fee, quoted after your investigation is complete.
Once your tax situation and financial picture are fully understood, I develop and implement a resolution strategy tailored to your circumstances. This may include preparing and submitting the required documentation, communicating directly with the IRS, and managing your case through the resolution process.
Depending on your situation, resolution may involve:
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Negotiating an Offer in Compromise
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Establishing an affordable IRS payment plan
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Seeking Currently Not Collectible status when financial hardship prevents payment
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Working to address or prevent IRS collection and enforcement actions
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Pursuing penalty abatement or other available relief
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Addressing other issues that may affect the successful resolution of your tax debt
Resolution Fees Vary Because Cases Do
The complexity of tax resolution cases can vary significantly. For example:
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Straightforward cases — such as establishing a streamlined payment plan
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Moderately involved cases — such as cases with both IRS and state tax issues, misapplied payments, or more complex financial circumstances and assets
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Highly complex cases — such as payroll tax matters involving a Revenue Officer, active collection activity, or significant levy concerns
Because your investigation is completed before your resolution fee is quoted, you receive a flat fee based on the actual scope and complexity of your case not a generic estimate based on limited information.