What we do upfront before you decide to go with us
Knowing exactly where we fit means you get the right help fast. Here’s what we take on, and what we’ll refer you elsewhere for.
Tell us how many years you’re behind. No judgment, no pressure — just an honest conversation.
We obtain your IRS transcripts so we know exactly what’s filed, what’s missing, and what’s owed — then give you a clear, fair quote.
Two or more years, federal and state, ready for your review.
We review whether you owe or are getting refunds and talk about the next steps for staying in compliance.
Two or more. Our entire focus is clients who are at least a couple of years behind — that’s the situation we’re built to fix.
You pay us when we’re done. We discuss fees during your free consultation and agree on everything in writing before any work begins.
Yes — personal and business, including S-Corps, partnerships, and sole proprietors, across all 50 states.
Once we review your IRS transcripts, we’ll tell you honestly whether we’re the right fit. If we’re not, we’ll point you to someone who is.
The IRS prefers that you file, even late. Filing stops the clock on many penalties and opens the door to payment arrangements. Not filing is almost always worse than filing late.
The first conversation is free. Pick a time on the calendar, or give us a call.
