Tax Resolution Process

Once you have contacted me, I will provide free consultation to learn about your specific situation and determine if I have the ability to help you. In most cases I can help but not always. If I can not provide assistance, I will let you know immediately so your time and money are not wasted. Often, I will give a potential client quick advise so they can resolve the issue themselves.

If I feel that I can benefit you, I will gather as much information as possible and discuss my fees. I will then send you what is  necessary to begin the engagement, which could include the following:

  • Engagement Letter explaining the scope of my work and my fees
  • Power of Attorney so I can communicate with the IRS or State on your behalf.
  • An approved IRS collection statement which discloses your income, expenses, assets, liabilities and other information required by the IRS to resolve your tax problems.
  • A tax questionnaire that is intended to gather personal, financial and tax information necessary to properly represent you.

I will provide no assurances or guarantees as to the outcome of my negotiations with the IRS or State agency other than to assure you that I will always do my best to resolve all tax  problems favorably for my clients.

My fee is generally spread out over several months to help your cash flow. My fee will be a single amount based on my estimate of the time required to resolve your issue. If I have to spend more time than I estimated, there will not be additional charges to you. I will finish the job regardless of how long it takes. There will be no contingent fee based on results. What you save or get back, if anything, is yours to keep. Often, if I don’t produce a savings to my clients, my fee may be refundable.

If there is work to be performed outside the scope of the engagement letter, I will prepare a new engagement letter and charge accordingly.

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