Schedule A Free Consultation:
Consultation: Free of charge.
Investigation: (in 2 days) Free of charge: Please send us a copy of your tax return and the most recent letter you received from the taxing authorities. We will review them and explain you what are you facing, and what documentation we need in order to fight it.
Retainer/Pricing: Only after reviewing your documentations as explained above we will be able to know what issues are you facing and how much time we will have to devote to your case.
We will explain you in detail the price for our service. If we feel that the risks you are facing are minimal and the potential tax liability doesn’t justify a representation we will tell you this. unlike other firms if we can’t help you we will not take your case. we can give you few tips on what you should and shouldn’t do .
Our fee: We charge a flat fee, no hidden fees and we never charge by the hour. we have a money back guarantee so in the unlikely event where your savings will be lower then our fees we will give you a refund.
Communication: Once we got your Power of attorney we will communicate the taxing authorities. from now on you will not have to talk to the IRS or State. We do it on your behalf, We have a policy of providing our clients a by weekly report of the progress in his case.
We need your cooperation: We will ask you to provide us with supporting documents (bank statements, Invoices e). We will organize them and send them and we will explain you what to do and what alternative you have if you do not have all documentations.
We will meet the IRS and if needed take your case to higher levels: sometimes a case cant be solved with the agent who was assigned to your case for many reasons, in those cases we will keep on and will take your case to appeals or even file a petition with the tax court. All part of our retainer and with no additional charge. we know that giving you the best result does not only benefit you but also keep our reputation.
Resolution: After getting the final report that we can all agree on we will settle your case (always with your written approval). If there will be some additional tax liability we will help you with a payment plan.