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Fees

What each flat fee covers

Every fee is for one matter, agreed in an engagement letter before work starts. It doesn't change if the IRS takes longer than expected. The tax, penalties and interest are never part of it: those go to the IRS.

  • Audit by mail

    For an audit the IRS runs by letter.

    • Reading the letter and the return
    • Power of attorney
    • Organizing and sending the records
    • Replies to the examiner
    • Appeal or Tax Court
    Term:
    One flat fee per tax year
  • Office or field audit

    For an audit with meetings.

    • Everything in the audit by mail
    • Attending every meeting for you
    • A written summary of the result
    • Appeal or Tax Court
    Term:
    One flat fee per tax year
  • Payment plan or collection pause

    For back taxes you can pay over time, or can't pay now.

    • Pulling your IRS records
    • The financial statement
    • Requesting the plan or pause
    • Stopping or releasing a levy
    • Filing missing returns
    Term:
    One flat fee per matter
  • Offer in compromise

    For paying less than the full balance.

    • Everything in the payment plan
    • Preparing and filing the offer
    • Answering the IRS's questions
    • The offer amount itself
    Term:
    One flat fee per matter
  • Innocent spouse request

    For tax on a joint return a spouse caused.

    • Gathering what supports the request
    • Writing and filing it
    • Following it through review
    • An appeal of a denial
    Term:
    One flat fee per request
  • Owner penalty defense

    For a trust fund penalty proposed against you.

    • Preparing you for the interview
    • Attending it
    • A written protest or appeal
    • The business's own payment plan
    Term:
    One flat fee per matter
  • Business payroll or sales tax plan

    For a business behind on payroll or sales tax.

    • Finding which quarters are open
    • A plan for current deposits
    • Requesting the payment plan
    • Talking with the revenue officer
    • Filing missing quarterly returns
    Term:
    One flat fee per business
  • Estate tax help

    For an executor sorting out a parent's taxes.

    • Sorting the IRS mail
    • Pulling the IRS records
    • Replies to the IRS
    • Asking the IRS to confirm it's closed
    • Preparing the estate tax return
    Term:
    One flat fee per estate

Missing returns, estate tax returns and Tax Court cases are quoted separately on the free call.

Paying us

About paying a flat fee

When do I pay?

Half when you sign the engagement letter and half when we file the main request or answer. For an audit by mail, the second half is due when we send the records.

What if my case turns out bigger?

If the IRS adds a year or opens a new issue, we tell you before doing more and quote it as a separate matter. We never add hours to a flat fee.

Can I pay over time?

Yes. We can spread a fee over up to four monthly payments. Ask on the free call.

Is the fee refunded if the result isn't what I hoped?

No: the fee pays for the work, not an outcome, and no lawyer can promise what the IRS will decide. If we stop before the work is done, we refund the part we didn't do.

Not sure which fee is yours?

Tell us what the letter says. On the free call we'll name the matter and its price.