FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Flat fees for tax debt representation. Audit representation charged hourly. Tax Return preparation according to type of tax entity, forms and schedules needed to complete. Additional tax agencies charged separate.
- What is your typical process for working with a new customer?
Provide free 30 minute initial consultation. Identify cause, compliance and potential cure to clients issues Acquire Power of Attorney Forms. Retainer Agreement Secure tax account transcripts Analyze the case for resolution options. Inform client of resolution options and proceed with action to get case resolved.
- What education and/or training do you have that relates to your work?
Bachelor Science Degree in Business Management and International Business. 25 years experience as an IRS Collection Officer. 5 years offer in compromise expertise 20 years Specialized large tax debts