Case Evaluation

This is the investigation stage of your tax case. Every case is different from the next and requires a unique approach. Completing a Case Evaluation will make sure I know the ins and outs of your case so you get the best results. It also makes sure there are no loose ends left behind once your case is complete.
 

I will speak with the IRS on your behalf, obtain necessary transcripts, complete a financial analysis, and determine what options you have for resolving your tax problem. Then, we’ll discuss and create a plan together that works for you.