IRS Situation Review & Options Analysis
Understand where you stand with the IRS and what your realistic options are — before you make any decisions.
This is a paid, one-on-one IRS consultation conducted via Zoom with a Florida-licensed CPA who focuses on IRS representation for individuals and businesses facing IRS tax problems.
Get Clarity on Your IRS Tax Situation
If you are dealing with IRS notices, back taxes, unfiled tax returns, or payroll tax issues, it can be difficult to know which options apply to your situation and which do not.
Because state law can affect asset protection, collection risk, and resolution strategy, this review considers how IRS enforcement and resolution options interact with Florida law.
There is no obligation to retain ongoing representation services.
What Is Included
- Review of IRS notices and/or IRS transcripts (if available)
- Explanation of your current standing with the IRS
- Discussion of realistic resolution options that may apply to your situation
- Overview of risks, timelines, and common mistakes to avoid
- Guidance on whether professional IRS representation makes sense in your case
This service does not include:
- Guaranteed outcomes or promises of tax settlement
- Automatic enrollment in ongoing representation
- Free follow-up consultations
Who This Is For
This service is appropriate if you:
- Owe back taxes
- Have received IRS notices or collection letters
- Have unfiled tax returns
- Owe payroll taxes or have payroll tax compliance problems
- Want a professional explanation of your options before committing to representation
This service is not a good fit if you:
- Are looking for “settle for pennies” promises
- Are seeking free advice
- Are unwilling to provide accurate information about your situation
Fee
Flat Fee: $495
This is a standalone advisory engagement.
If you later retain me for ongoing IRS representation services, this consultation fee will be credited toward your representation fee.
How It Works
- Complete payment for the consultation
- Schedule your Zoom appointment using the calendar
- Receive instructions on what documents to provide before the meeting
Most consultations last approximately 60 minutes.
About the Practitioner
I am a Florida-licensed CPA whose practice focuses on IRS representation for individuals and businesses. My work emphasizes helping clients understand their options realistically and how IRS rules interact with Florida-specific considerations so they can make informed decisions without pressure or unrealistic promises.
Schedule Your IRS Situation Review
Payment is required before scheduling. All consultations are conducted via Zoom.