Handling tax issues on your own can be overwhelming and frightening. Let us stand with you — offering compassionate support and judgment-free guidance as we help you get caught up and back in good standing.

Our Process

1. REQUEST A QUOTE

• Click here to create an online account and complete our quote questionnaire.

• Upon submission, we will send you a link to book a meeting to discuss our services and fees.

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2. IN-DEPTH ANALYSIS & CONFIRMATION OF YOUR CURRENT SITUATION

• We will review any notices you have received, and pull a variety of transcripts from the IRS and state taxing authorities. This will give us everything we need to confirm which tax relief option to pursue.

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3. ENSURE YOU ARE IN COMPLIANCE

• Tax relief options are typically only available to those who are current with all of their tax filings, estimated taxes and withholdings.

• We will work with you to complete any past due tax filings that are standing in the way of your best outcome.​

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4. RESOLUTION OF YOUR TAX ISSUE & FUTURE RECOMMENDATIONS

• Once your tax filings are caught up, we will move forward with the tax relief option that is the best fit for your circumstances (i.e. Offers in Compromise, Payment Plans, etc).

• We will also provide you with best practices moving forward to avoid future tax issues from arising.