🔹 Step 1: Initial Consultation – $250
We begin with a paid consultation to understand your IRS situation and goals. You’ll get immediate insight into your options—even if we don’t move forward together.
- 45-minute virtual session
- Review of your notices, history, and concerns
- Action-oriented advice, not a sales pitch
🔹 Step 2: IRS Transcript & Financial Analysis – $500–$1,720
Next, I pull and review your IRS transcripts to assess the scope of your issues. I then perform a Collection Potential Review using the IRS’s own financial formula to determine what they believe you can afford.

This step is key to planning a realistic resolution strategy.
- Full tax history pull
- Review of account balances, deadlines, and penalties
- Financial Analysis Using the IRS's Internal Evaluation Criteria
🔹 Step 3: Resolution Strategy & Engagement
Based on your IRS data and financial profile, I’ll recommend the best-fit strategy—whether that’s an Installment Agreement, Offer in Compromise, Currently Not Collectible status, or other resolution path.
You’ll get flat-rate pricing before moving forward—no surprises.
- Transparent fee structure
- Written action plan
- Option to proceed or pause
🔹 Step 4: IRS Representation & Case Management
Once engaged, I handle all communication with the IRS and guide you through each step. I’ll submit the necessary forms, advocate on your behalf, and keep you updated throughout the process.
- You avoid direct contact with the IRS
- Case managed virtually and securely
- Timely updates and documentation
Optional: Ongoing Support
If your situation evolves, we can revisit your strategy, respond to new IRS notices, or help with annual compliance.
- Help with new tax years or updated financials
- Peace of mind through future changes
