INITIAL CONSULTATION

Schedule a complimentary Got an IRS notice? here

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

Receive a personalized price quote by phone

SCOPING/ANALYSIS

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

Submit your payment.

Upload your tax documents via portal. 

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

COMPLIANCE CHECK

We will check if you are in compliance. 

 

Submit your payment. 

Review your tax returns. 

Sign your tax returns. 

Ready to be filed. 

REPRESENTATION

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