Situation Analysis

We're Here to Help

Complete and submit this assessment online and talk to a tax expert within 48 hours about a permanent path forward to financial relief.  

Disclaimer: Your answers will be reviewed by a tax expert accepted to practice before the IRS. You can expect a response within 24 hours to discuss your answers. If we accept your case for processing, our office will arrange an IRS Transcript Evaluation & Financial Analysis (TE/FA) virtual conference to discuss options to resolve your tax matter. Guidance on how to prepare for the meeting is provided.  After the meeting we will draft a written proposal for your consideration.  Upon acceptance, a formal engagement package is issued for your signature and approval.  The TE/FA fee is applied towards our retainer should you wish to engage us to represent you before the IRS. In any event, you will receive a written report that is actionable whether or not you retain our firm to represent you. We appreciate this opportunity to be of service.