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Fit check

A quick check before you pay anyone

Most people who write to us are a fit. Some can sort things out on their own, and a few need a different kind of lawyer. Here's how to tell.

  • We're likely the right help

    Bring the letter to a free call and we'll quote a flat fee.

    • An audit of your return or your business's

    • Back taxes you can't pay in full

    • A levy, a lien or a final notice

    • Payroll tax, or a penalty aimed at you as the owner

    • An estate return, or a late parent's tax debts

  • You may not need a lawyer

    We'll say so on the call, and show you where to start.

    • You've filed every year and can pay over time: the IRS lets most people set up a plan online

    • You only need a return prepared: a CPA or enrolled agent will cost less

    • The letter changes your refund and you agree with it

  • We'll point you elsewhere

    We don't take these, and we'll give you names that do.

    • A criminal tax investigation

    • Bankruptcy: we refer those cases to bankruptcy lawyers

    • Tax owed to another country

How it works

One flat fee, and every meeting on a screen

You don't have to drive downtown or take a morning off. We meet by video from wherever you are in the state, and the fee is set before any work starts, so the bill never depends on how long the IRS takes.

What happens after you get in touch

  • A free 30-minute video call to read the letter with you

  • A flat fee in writing, listing what it leaves out

  • A power of attorney filed, so the IRS writes to us first

  • A copy of every letter we send and receive

A person at a desk on a video call, a woman's face on the laptop screen

Clients

In their words, once the letters stopped

“I'd been opening the mail over the trash can. Laverne read the audit letter with me on the first call and told me which receipts mattered.”

Denise W.Audit of a home bakery's return

“Alvin explained the payroll penalty without making me feel foolish for falling behind. We had a payment plan in place before the levy date.”

Marcus T.Owner of an auto repair shop

“My father left a shoebox of IRS letters. Ishita sorted it into what the estate owed and what it didn't, and the fee was the one she quoted.”

Ruth A.Executor of her father's estate

Sample client stories. Every tax matter is different, and one client's result doesn't predict another's.

Questions

Things people want to know first

Is the first call really free?

Yes. It's 30 minutes by video. We read the letter with you, say what it means and, if we can help, what the flat fee would be. You owe nothing for it.

What does a flat fee leave out?

The tax itself, and the penalties and interest, which go to the IRS, not to us. A Tax Court trial is quoted on its own if a case ever gets that far. Each fee on the fees page lists what it covers.

Do I ever have to come to the office?

No. We meet by video or phone, and papers come through a secure upload. If you'd rather sit across a table, we can meet at the Auburn Avenue office.

Can you make my tax debt go away?

No one honest can promise that. What we do is find the options the law gives you, such as a payment plan, penalty relief, a pause in collection or an offer, and make the case for the one that fits.

Will the IRS keep calling me?

Once you sign a power of attorney, the IRS contacts us about your case. You'll get a copy of everything it sends.

Have the letter nearby? That's all you need.

Book the free 30-minute video call, or phone the office. We'll start with the notice number in the letter's top corner.