01 / OUTSTANDING BALANCES
IRS & State Tax Debt
Discuss outstanding balances, affected tax years, and the records needed to evaluate your situation.
Tax debt resolution support
Tax debt deserves
a clear plan.
Owe the IRS or a state taxing authority? Received a tax letter or facing collection concerns? Start with a professional review of your situation so you can understand the issue and discuss your next steps.
30-minute Tax Debt Resolution Consultation · Additional services require a separate engagement.
Start with the concern in front of you
Get clarity on your tax situation.
Your consultation focuses on the information you provide, the immediate concern, and potential next steps based on your circumstances.
02 / NOTICES & LETTERS
Understand Your Notice
Review the concern described in your tax correspondence and identify information needed for the next step.
03 / COLLECTION CONCERNS
Liens, Levies & Garnishments
Bring collection notices and applicable deadlines so your expert can assess the issue and explain possible next steps.
04 / PAST-DUE FILINGS
Unfiled Tax Returns
Discuss missing tax years, available records, and whether separate tax preparation or amendment services may be needed.
05 / RESOLUTION OPTIONS
Review Potential Paths
Discuss whether payment arrangements, penalty relief, or other resolution options may warrant further evaluation.
06 / A PLAN TO MOVE FORWARD
Next-Step Coordination
Understand the documents, authorizations, and separate services that may be required after the consultation.
Have an active collection concern or a response deadline? Call 855-446-5050 and identify the deadline when requesting assistance. Booking alone does not pause collection activity or extend a response deadline.
Your consultation
Know what the $500 fee covers.
1. Share the situation
Tell us which tax years are involved, what notices you have received, and your primary concern.
2. Review your information
We review the tax-debt information and documents you provide during the 30-minute consultation.
3. Discuss next steps
We explain potential next steps and any additional service scope, authorizations, and fees that may apply.
What to prepare
- IRS or state tax notices, including response deadlines
- Tax years involved and available balance information
- Prior tax returns and available account transcripts
- Records of payments or existing arrangements
- Questions about your tax-debt concern
Your expert will explain how to share documents securely. Do not email passwords or account login credentials.
SCHEDULE A TAX DEBT RESOLUTION CONSULTATIONBefore you book
Common questions
Is the consultation free?
No. The Tax Debt Resolution Consultation is $500 for 30 minutes. Payment details are displayed during booking.
Does the fee include tax resolution or representation?
The $500 fee covers the consultation and review of the information you provide. Tax preparation, amendments, representation, negotiations, document preparation, and resolution submissions require a separate engagement agreement, applicable fees, and any required authorizations.
Can you guarantee that my tax debt will be reduced?
No. Available options and outcomes depend on your circumstances and the taxing authority’s requirements and decisions. A consultation does not guarantee reduced debt, penalty relief, program acceptance, or release of a lien or levy.
Can I book if I have unfiled returns?
Yes. Bring information about the missing tax years and the records you have. We can discuss the filing work that may be needed as part of your next steps.
What if I have an urgent notice or garnishment concern?
Call 855-446-5050 and identify the deadline or active collection concern when requesting assistance. Scheduling an appointment alone does not stop collections, release a levy, or change a notice deadline.
Take the next step
Let’s review the issue and your options.
Bring your questions and available documents. We’ll start with a clear conversation about your situation and what may come next.
BOOK YOUR $500 CONSULTATION
