We will send you a list of the documents needed to do the analysis work and those required by the IRS.
All of our services require payment in advance. You can pay by credit card through PayPal if you like.
Lots. These documents are related to what you own and your expected future cash flow. These same documents will be required by the IRS for an Offer-in-Compromise, less than full-pay Installment Plans, or proof of an inability to pay.
Absolutely, whatever method the client is comfortable with including Zoom. In-person meetings must be scheduled in advance.
The initial phase in most cases involves an analysis of the client’s financial condition using the same information that the IRS will require from the client. Once we have the completed analysis, we can recommend the best options for that client. The work on this step cannot happen until the payment has been received and all the requested financial records have been received.
Just call. Our preference is to work with a fixed fee agreement. Unfortunately, some problems such as delinquent payroll tax cases simply cannot be estimated and require a retainer with hourly rates.