WHAT HAPPENS NEXT:

During your consultation, we will:

• Understand your IRS situation
• Identify the scope of your tax situation
• Determine if you qualify for our program

HOW TO PREPARE:

Being prepared helps us move forward faster. Please be prepared to discuss:

• The amount you owe (estimated is fine)
• Any IRS notices or letters you’ve received
• Whether you have unfiled tax returns
• Your current financial situation

EXPECTATIONS:

If you are a good fit for our program:

• Phase 1 is required to begin
• $1,500 (Individuals / MFJ)
• $1,000 per business entity (if applicable)

This phase is required before any resolution work can begin.

BE AVAILABLE:

Please be available at your scheduled time.

• We will call you by phone
• Missed appointments may require rescheduling
• Due to high demand, availability is limited

WHO IS THIS CONSULTATION FOR:

This consultation is reserved for individuals and/or business owners with $50,000+ in tax debt. If your situation does not meet this criteria, your appointment may be canceled & alternative resources may be recommended.

FINAL REASSURANCE:

IRS issues can feel overwhelming. We are glad that you've taken the first step to resolving your tax situation. We'll guide you through what to do next & look forward to speaking with you.

Need to reschedule? Use the link in your confirmation email.