IRS Tax Consultation (1- Hour Zoom)

Service Description

A full one-hour Zoom session to review your IRS situation and map out a clear, step-by-step strategy. This consultation is ideal if you want real answers and a plan you can follow on your own or with representation. During this consultation, we will: • Review any IRS letters, CP notices, audit requests, transcripts, or tax years involved • Identify what triggered the problem and what the IRS is actually doing • Determine whether you qualify for penalty abatement, payment plans, hardship programs, or an Offer in Compromise • Evaluate options for resolving tax debt, stopping collection actions, or fixing missing/incorrect returns • Explain exactly what forms the IRS expects, what deadlines apply, and what steps come next • Provide a clear roadmap outlining what you can do yourself — or how representation would work if you choose to hire me • You will receive a written summary of next steps after the meeting This session is ideal for: • IRS audits • CP2000 / underreporter notices • Back taxes and unfiled years • Liens, levies, garnishments, passport holds • Payment plan or hardship qualification • Business tax issues • Any IRS confusion where you want clear direction Attorney–Client Relationship & Scope This paid consultation includes legal advice and creates an attorney-client relationship for the limited purpose of this one-hour consultation only. Representation before the IRS (such as filing documents, contacting or negotiating with the IRS, or acting on your behalf) requires a separate signed engagement agreement. If you choose to hire me for full representation, the consultation fee will be credited toward your retainer.