“When it comes to solving a tax problem or dispute with the IRS, an effective strategy isn’t a choice – it’s a must.”

I do strategy sessions in phases. Phase I is the “discovery” phase where I contact the IRS, obtain your account transcripts^*, do a comprehensive analysis including your financial status, review compliance, identify any discrepancies, potential audits, or areas of concern that may need your attention.

In Phase II we discuss my findings and personalized strategies designed to optimize your tax issue. Whether it’s identifying penalty abatements you may have overlooked or advising on payment or settlement options, my goal in this Phase is to empower you to make the best decisions for your financial health. The total cost of these two sessions is $349.

Then, there will be a mutual selection process. You may decide you want to continue to work with me and I will let you know whether I’m willing to take your case. If we agree to continue to work together, I will clearly outline additional fees and the scope of work to be done in Phase III (the implementation, negotiation, and monitoring phase).

Please, feel free to browse the “Services” tab for additional details of the services I provide.

*Requires establishing an IRS account (if you don’t have one) and executing IRS Form 8821 “Tax Information Authorization”.