During this phase, our seasoned tax professionals will dive deep into your financial situation and tax history. We'll analyze your income, expenses, assets, and liabilities to gain a complete understanding of your financial standing. This assessment is crucial as it allows us to identify any discrepancies or issues that may have led to your current tax challenges. Our goal is to get a clear picture of your financial health so we can provide the most accurate and effective advice.

After the initial assessment, we'll discuss the various tax relief options available to you.

This may include setting up an installment agreement, negotiating an offer in compromise, or applying for penalty abatement.

We'll explain each option in detail, outlining the benefits and potential drawbacks, so you can make an informed decision.

Our team will also answer any questions you may have and provide guidance on the best course of action based on your unique situation. 

Once we've identified the most suitable tax relief option, we'll work with you to develop a customized plan. This plan will outline the steps needed to resolve your tax issues, including any required documentation, timelines, and costs. We'll guide you through the process, ensuring you understand each step and are comfortable with the proposed solution. Our team will also provide ongoing support and assistance as you navigate the path to resolving your tax issues.

To make the most of your consultation, we recommend gathering all relevant financial documents, tax returns, and any correspondence with the IRS. Being well-prepared will allow us to provide more accurate advice and develop a more effective plan.