Frequently Asked Questions

We help people who owe the IRS understand their options and work toward a resolution. That can mean negotiating with the IRS on your behalf, filing missing returns, requesting penalty relief, setting up a payment plan, or pursuing other programs — whatever fits your situation.

Taxpayers dealing with IRS or state tax debt, notices, wage garnishments, bank levies, or unfiled returns. Every case is different, and the free consultation is where we figure out whether and how we can help with yours.

Generally, we work with taxpayers who owe $10,000 or more. If you're not sure where you fall, the free consultation is the fastest way to find out — there's no cost and no obligation.

You tell us what's going on — the notices you've received, the calls you're getting, what you're worried about — and we explain, in plain language, what your options might look like. It's a conversation, not a sales pitch, and there's no obligation to move forward.

It's the first phase of working with us, and it happens before any resolution work begins. We obtain your IRS transcripts, review your filing and collection history, and analyze your financial situation. At the end, you get a written resolution plan you can read and keep.

If you decide to move forward, we enter a separate Resolution Phase — representing you, filing what's needed, and working the strategy laid out in your plan. You're never required to continue past the Tax Investigation Phase; that decision is yours.

No. No firm can honestly guarantee a specific reduction, outcome, or timeline before reviewing your case, and you should be cautious of anyone who does. What we can offer is a straightforward look at your options and honest answers at every step.

No. Penalties and interest continue to accrue on your balance until it's fully resolved, even while we're working your case. Some resolution options can stop new collection actions like levies, but nothing stops the meter on what you owe.

Yes. Getting current on filing is often the first step toward any IRS relief program, and we can help reconstruct and file missing years, even if you no longer have your original records.

Yes. Both come with their own timelines, and the sooner you call, the more options are usually available. We review the notice, confirm where things stand, and work toward a release.

It depends on the program, your situation, and current IRS processing times. Some steps, like setting up a payment plan, can move relatively quickly. Others take considerably longer. We'll give you a realistic sense of timing for your situation rather than a number designed to sound good.

Once you sign a power of attorney, we're authorized to speak with the IRS on your behalf, so most calls and letters come to us instead of you.

No. We're not a law firm, and we don't provide legal, accounting, or bankruptcy services. If your situation calls for legal representation, we'll tell you directly and point you toward the right kind of help.

Yes. We're based in California and serve clients nationwide, though services may not be available in every state.

The consultation is free. If you move forward, the Tax Investigation Phase — transcript retrieval, financial analysis, and a written resolution plan — is quoted in writing before you enroll. Because that work begins immediately, it's non-refundable once started, though we refund it in full if we can't complete it for reasons on our end. Resolution work is quoted separately after you've seen the plan. We don't post pricing here because it depends on your situation.