How it works

Here’s how we
get it sorted.

Every tax problem is different, but the first move is always the same: figure out what is going on, deal with anything urgent, and map out the rest.

01 / START WITH THE FACTS

Figure out what we’re dealing with.

We pull the IRS account history, filed returns, notices, and whatever personal or business records tell the real story.
02 / SORT THE URGENT

Handle the stuff that can’t wait.

Deadlines, collection activity, missing years, and notices all have different consequences. We sort out what needs attention first.
03 / SCOPE THE WORK

Map out the fix.

Before work starts, you’ll know the job, the big decisions ahead, and whether we need to bring in a specialist.
04 / STAY CURRENT

Keep it from blowing up again.

Current books, decent records, regular reviews, and timely filings make the next year a whole lot less painful.

Let’s look at it

A note on urgency

Got a deadline? Say that first.

Do not wait until you have every last piece of paper. If there is a deadline, levy, garnishment, or notice, tell us in your first message.

If you have an immediate tax deadline or an active collection notice, contact an appropriately credentialed tax professional promptly. This site is general information, not legal or tax advice.