Services

Fee: $100

All new clients start with an Initial Case Review. I’ll review your tax concerns, goals, and any IRS and state notices you upload through the secure client portal, then provide a detailed written action plan and recommended next steps.

If you decide to move forward within 30 days, the $100 Initial Case Review fee is applied in full as a deposit toward your first service with me.

Languages: Initial Case Reviews are currently available in English, Spanish, Vietnamese, and Mandarin. If your primary language is not listed, please use the contact form to reach me and I’ll make accommodations so you can communicate in the way that feels most comfortable for you.

This is where I pull IRS and state transcripts, review prior returns, and map out what’s really going on with your account. You’ll receive a clear summary of your situation and written recommendations so you know exactly which options are realistic for you.

Detailed pricing and tiers are listed on the Services page.

I represent you before the IRS and state to put a plan in place—such as an Installment Agreement, Currently Not Collectible (CNC) status, penalty relief, Offer in Compromise (OIC), and preparing any unfiled returns needed to move forward.

Most resolution work is billed as a flat fee with structured payment plans.

I prepare tax returns for individuals and business owners, from straightforward W-2 filing to more complex returns with self-employment, rentals, or multiple states.

Returns are billed as flat-fee engagements based on complexity, and detailed pricing ranges for simple and complex filings are listed on the Services pages. If your return is part of a larger tax problem (unfiled years, Offer in Compromise, etc.), it will be included in your written resolution quote so you know exactly what to expect.

After your immediate issue is resolved, I offer ongoing support so you don’t fall behind again. This service includes annual filing, transcript checks, notice triage, and year-round access for brief questions.

Individual and Business Compliance & Filing plans are available with monthly payments.