We do not offer free consultations. No advice will be provided over the phone or in person without a paid consultation. We offer discounted consultations. You should come prepared with necessary documents and questions for your consultation so you can get your money’s worth.
If you are seeking generic, non-specific advice, there many firms that offer free consultations.
Free services are available for low-income clients:
All fees below are approximates. 3-12 month payment plans are available with a 3rd party credit check.
Minimum advance payment between $2,000 to $5,000.
If bookkeeping is required, one of our accountants can assist you for an additional charge.
In order for the IRS to accept collections alternatives such as payment plans and offers in compromise, you must be compliant with your tax return filings.
If you have unfiled returns, they must be filed before we can assist you with collections. We can have one of our accountants assist you with that for an additional charge, or you can hire your own.
Some clients are not sure how much they owe and for what tax periods, or whether they’ve filed all their tax returns. For such clients, it’s necessary first to do a compliance check.
Compliance check, including follow up consult – $500 to $750
Installment agreements and CNC – $750 to $2,000
Offers in compromise – $2,000 to $3,000
Tax debt >$250,000 or involving a revenue officer – $3,000+ depending on the amount of the debt
Accounting work – flat fee
Straightforward streamlined cases (e.g., no PFICs or foreign entities) – $5,000 and up (when including the cost of CPA’s services)
All other cases will depend on the complexity and fees can vary significantly.