TAX ACCOUNT
INVESTIGATION
Helping you make decisions based on facts and not fear.
The best resolutions start with truly understanding the problem.
When you aren’t too sure of the extent of your tax problems, or whether or not you truly need help resolving them, the best place to start is with a tax account investigation. Our three step process includes:
IRS AND STATE INQUIRY
We’ll contact the IRS and state tax authorities, determine the nature of your tax problem, from their perspective, and gather and analyze any applicable transcripts.
RESOLUTION STRATEGY
Based on our findings, our team will determine the best resolution strategy and path to achieving it.
COMPREHENSIVE REVIEW
We will provide a written report of our findings, review it with you, and answer any final questions. Upon completing the review, you will have the option to resolve the matter on your own, or upgrade to our Fresh Start Defense service.
Our goal is to give you the clarity, confidence, and peace of mind that makes it easier to pursue the fresh start you deserve.
The best resolutions start with truly understanding the problem.
When you aren’t too sure of the extent of your tax problems, or whether or not you truly need help resolving them, the best place to start is with a tax account investigation. Our three step process includes:
IRS AND STATE INQUIRY
We’ll contact the IRS and state tax authorities, determine the nature of your tax problem, from their perspective, and gather and analyze any applicable transcripts.
RESOLUTION STRATEGY
Based on our findings, our team will determine the best resolution strategy and path to achieving it.
COMPREHENSIVE REVIEW
We will provide a written report of our findings, review it with you, and answer any final questions. Upon completing the review, you will have the option to resolve the matter on your own, or upgrade to our Fresh Start Defense service.
Our goal is to give you the clarity, confidence, and peace of mind that makes it easier to pursue the fresh start you deserve.
CONSULT
We always start with discussing your tax problems, your goals, how we can help, and if we’re a good fit.
INVESTIGATION
We’ll contact the IRS & state to determine your exact tax problems and the best path forward.
A HISTORY OF EXCELLENCE THAT
Speaks for Itself
INVESTMENT
we believe in fee transparency
no hidden fees | no hourly fees
Get the peace of mind that comes with knowing you are working with a team that is committed to leading with integrity, thinking outside the box, and always prioritizing your best interests.
PERSONAL
Designed for individual and joint filers who are NOT business owners and do NOT have business-related tax debt and compliance problems.
The base fee includes:
starting at
$999
PRO
Designed for individual and joint filers who are business owners and/or have business-related tax debt and compliance problems.
The base fee includes:
starting at
$1,799
ADD-ON SERVICES INCLUDE:
SERVING TAXPAYERS SINCE 2008
Client Results
questions?
let’s talk!
We provide a confidential, judgment-free zone to give you the peace of mind that comes with knowing you’re in good hands from day one. Complete the form below and schedule time to speak with us.
Phone
Local: 513.982.2800
Global: 833.989.9800
Office Hours
Monday-Friday: 8a – 5p EST
Saturday-Sunday: Closed
Head Quarters
4555 Lake Forest Dr. Ste. 650
Cincinnati, OH 45242
*Meetings By Appointment Only*