Before you send us anything

We read the notices and the returns they're about, pull your IRS transcripts with your permission, and send you a written summary: what the agency has, what it wants, and the options that fit. You decide from there.

The first review has a fixed fee we quote before we start. After that, most files are a flat fee per stage, such as an audit reply or a payment plan, and we tell you the amount in writing before any work.

You can, but you don't have to. If you call, take notes and don't agree to a figure you haven't checked. Once we're engaged, we make the calls.

Yes. State income tax, sales tax and payroll notices work much like federal ones, with different forms and deadlines.

Sometimes, but not often. An offer in compromise is accepted only when the IRS agrees the full balance can't be collected. We'll tell you honestly whether yours could be, and what to do if it can't.

Yes. We usually file the most recent six years first, which is what the IRS generally asks for, and then deal with any balance.

No. Most of our clients never come in. We work by phone, video and secure upload, and you're welcome at the J Street office if you'd rather.

The first page of the most recent notice and its envelope date. Leave out Social Security and account numbers until we've agreed to work together.