INITIAL CONSULTATION

Schedule a complimentary Got an IRS notice? here

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Provide a copy of your prior year's tax return via guest exchange portal.

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Receive a personalized price quote by phone. 

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SCOPING/ANALYSIS

Complete and sign an engagement letter and requested forms via DocuSign. 

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Submit your payment.

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Upload your tax documents via portal. 

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We will review and analyze your situation to determine your options.

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COMPLIANCE CHECK

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We will check if you are in compliance. 

Submit your payment. 

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Review your tax returns. 

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Sign your tax returns. 

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Ready to be filed. 

REPRESENTATION

You can hire us to represent you before the IRS and State.  

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