Regain Your
Peace of Mind
We believe in helping clients make decisions based on facts, opposed to fear and confusion. Because of this, we have saved clients a lot of time, money, and stress by simply starting with clarity.
When you are unsure of the extent of your IRS and state tax problems, start with our tax account investigation service and get the clarity you need to know exactly how to resolve your tax problems.
Regain Your
Peace of Mind
We believe in helping clients make decisions based on facts, opposed to fear and confusion. Because of this, we have saved clients a lot of time, money, and stress by simply starting with clarity.
When you are unsure of the extent of your IRS and state tax problems, start with our tax account investigation service and get the clarity you need to know exactly how to resolve your tax problems.
start with a tax account investigation
Our Process
Your fresh start begins with clarity! Get the peace of mind that comes with a clear understanding of your tax problems and a smart plan to resolve them. Here’s our 3-step tax account investigation process:
INQUIRY
We will contact the IRS and state to determine the nature of your tax problem(s), eligible penalty abatements and available solutions.
STRATEGY
Our team will determine the best resolution strategy based our findings and your circumstances.
REVIEW
We will meet with you to share our findings and recommendations for resolving the tax matter, and discuss next steps.
our history of excellence
Speaks for Us
Tax Account Investigation
Getting tax resolution help is an investment in your financial freedom, peace of mind, and your ability to reach your future goals, so be sure to choose a team of Enrolled Agents and tax analysts who care – we care.
Personal investigation
Our Personal services are designed for individuals and joint filers who ARE NOT entrepreneurs, landlords, or independent contractors.
THE Base fee includes:
- Results within 10 days
- 1 Individual or Joint Tax Account
- Federal Tax Compliance Investigation
- State Tax Compliance Investigation
- Federal Tax Transcript Analysis
- Written Explanation of Findings
- Resolution Strategy Recommendations
- 1-on-1 Investigation Review Meeting
$1,199
Pro investigation
Our Pro services are designed for individuals and joint filers who ARE entrepreneurs, landlords, or independent contractors with no employees or sales tax requirements.
THE Base fee includes:
- Results within 10 days
- 1 Individual or Joint Tax Account
- 1 Business Tax Account
- Federal Tax Compliance Investigation
- State Tax Compliance Investigation
- Federal Tax Transcript Analysis
- Written Explanation of Findings
- Resolution Strategy Recommendations
- 1-on-1 Investigation Review Meeting
$1,899
enterprise investigation
Our Enterprise services are designed for business entities, e.g. LLCs, partnerships, and corporations, with payroll and/or sales tax requirements.
THE Base fee includes:
- Results within 10 days
- 1 Business Tax Account
- Federal Tax Compliance Investigation
- State Tax Compliance Investigation
- Federal Tax Transcript Analysis
- Written Explanation of Findings
- Resolution Strategy Recommendations
- 1-on-1 Investigation Review Meeting
$2,499
fees required for
additional services
- Multiple State Investigations
- tax return analysis
- Multiple business Investigations
- married filing separate tax account
- First-Time Penalty Abatement Request
- Fresh Start Defense services
Questions? Let's Chat!
We provide a judgment-free zone and the peace of mind that comes with knowing you’re in good hands from day one. So go ahead – schedule a consultation or give us a call.