From crisis mode to resolution mode — in four stages.
The IRS process is complex, but it is not mysterious. Below is the path every case follows. Hover any stage to see exactly what I handle and what you do — so you know, in advance, where the weight lands.
Confidential Analysis
I review your notices, balances, and filing history in a private consultation — and tell you plainly where you stand.
What I handle
Review all IRS and state transcripts, identify the full scope of the problem, and confirm what action is pending.
What you do
Share your notices and returns. Ask every question you have. Nothing leaves the room without your direction.
Strategic Defense
I build a resolution strategy tailored to your finances and the authority's collection standards.
What I handle
Prepare a full financial analysis, select the resolution path most favorable to you, and file any Power of Attorney.
What you do
Provide the documents I request. I handle the structure, the deadlines, and the correspondence.
Negotiation
I engage the IRS or state on your behalf — presenting your case and defending the terms you can live with.
What I handle
Submit the proposal, respond to examiner questions, negotiate adjustments, and protect you from collections during the process.
What you do
Stay reachable. Approve the final terms before anything is accepted on your behalf.
Final Resolution
Your case closes with a documented agreement and a clear plan to stay compliant going forward.
What I handle
Confirm the accepted terms in writing, ensure compliance conditions are met, and keep the matter closed.
What you do
Follow the agreement. Know that the weight of the original problem has been lifted.
The first stage is a conversation.
Every resolution begins with a confidential analysis of your account. Schedule yours today — there is no obligation to proceed.
Your information is protected by Power of Attorney standards. Nothing is shared without your direction.