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GIVE US 30 MINUTES TO GET YOUR RESOLUTION PLAN STARTED.
Your No Obligation Consultation process begins with a conversation about your tax problem as well as establishing the additional information needed to better evaluate your tax history and financial situation. Depending upon the issue, the initial consultation will range from 20-45 minutes.
The more supporting information you provide, the more accurately we can evaluate your situation, discuss resolution options for which you may be eligible, set timeline benchmarks, and discuss the fees for our services.
Examples of supporting documentation (if applicable):
- Copies of any notices from the IRS or State Tax Boards.
- Year of your last Tax filing.
- Copies of the tax returns (state and federal) for the years in question.
- General overview of your current financial situation – assets, debts, income, other expenses.
- General information about potential changes to your future financial situation.
After the initial consultation, you will come away with an estimate of what your case entails and the types of resolutions we may be able to achieve. We also will provide you with an information packet specific to your situation along with a Power of Attorney form which allows us to speak to the IRS or State Tax Board on your behalf.