FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Every tax situation is unique, and pricing depends on the complexity of your case and the level of IRS involvement. I provide transparent, up-front quotes after reviewing your circumstances. Each engagement begins with a Comprehensive Case Evaluation, a paid service that includes a detailed review of your overall tax and financial situation to identify the most efficient and strategic path to resolution. I also offer a free 20-minute consultation to learn more about your case, understand your goals, and determine the best way I can help you move forward.
- What is your typical process for working with a new customer?
Every case begins with a free 20-minute consultation, where I learn about your situation, identify the IRS issues involved, and determine whether we’re a good fit to work together. If we decide to move forward, the next step is a Comprehensive Case Evaluation — a paid service that includes a thorough review of your financial and tax situation to determine the most effective path toward resolution. Once the evaluation is complete, I provide professional recommendations outlining the most efficient and strategic way to resolve your case, along with an up-front quote for services to bring your matter to full resolution.
- What education and/or training do you have that relates to your work?
I am an IRS Enrolled Agent, federally licensed to represent taxpayers before the IRS in all 50 states, and hold an MBA with advanced certifications in tax resolution as a Certified Tax Resolution Specialist (CTRS) and Certified Tax Representation Consultant (CTRC).