This call is to see if we are a good fit to file your tax return. No tax strategy questions will be answered.

This is for individuals that currently owe the IRS $10k or more but cannot pay the bill in full.

Have you received a notice from the IRS requesting more information or payment from you and you are unsure of what to do? Book this 60 minute call that will be conducted via Zoom to have a conversation with a licensed tax professional that will review the letter with you and give you guidance on how you should respond.

This recorded call will give you clarification on what the IRS requesting from you and how you should give it to them. This call is not for discussing tax law or doing tax calculations.

This 30-minute call is perfect for understanding tax liabilities due to significant changes in income, change in marital status, investments, sale of home, exercising stock options, buying a home, etc.

For the best service and experience, please have all related documentation available.

This 15-minute call is ideal for addressing your tax questions that come up as you make personal or business decisions.

Clients typically use these sessions for questions around ……….. (2-3 examples).

For the best service and experience, please have all related documentation available.

If your question requires in-depth analysis, then please select our Tax Analysis and Estimate appointment.

This call is for taxpayers that owe the IRS $10,000 or less and would like a payment plan option (up to 36 months).

To be guaranteed a payment plan with the IRS, you must meet the following guidelines:

- Filed federal tax returns for the past 6 years
- Have zero current liens or levies filed (including wage garnishments)

During this 60 minute Zoom call you will be guided on how to set up your payment arrangement with the IRS.

For the best service, please have all related documentation available