Transcript pull.
We file Form 8821 and obtain your account, wage and income, and return transcripts directly from the IRS.
A clear first step
Start With a Case Analysis
Before anyone quotes you a resolution fee, you need to know what the IRS actually has on file. A Case Analysis pulls your transcripts, reads the collection posture, and tells you which options are open to you — in writing.
Ebot Mbi, CPA, EA · Texas TSBPA License #127163 · Enrolled Agent, admitted to practice before the IRS
What happens first
What a Case Analysis is
Collection posture read.
What has been assessed, which years are unfiled, where the CSED sits, what enforcement has been issued, and what the next IRS action is likely to be.
Written findings.
A written Case Analysis identifying which resolution options you qualify for, and what each would require of you.
Form 8821 gives us permission to receive your IRS information. It does not let us speak or act for you. That is Form 2848, and it is a separate, later step you authorize yourself.
Phase 1
Published before you pay
Free Path
$0
When it applies
You already have complete IRS transcripts and supply them
You get
Upload your notice, complete a 433, e-sign the §7216 consent, receive a preliminary engagement letter, then a 15-minute analysis call
Standard
$150 per tax year
When it applies
Your case can be diagnosed from transcripts alone
You get
Transcript pull under Form 8821 plus written findings
Complex / Urgent
$497
When it applies
Enforcement is active or the matter is complex
You get
Same, expedited, plus review of the specific enforcement action
The $497 tier applies to: final notices (LT11, Letter 1058, CP90), bank levy, wage garnishment, property seizure, Offers in Compromise, appeals, Collection Due Process hearings, payroll tax matters, Trust Fund Recovery Penalty, and audits or examinations.
Your Case Analysis fee is credited in full toward your Phase 2 fee if you proceed. The credit is capped at the Phase 2 fee and is not refundable in cash.
What comes next — Phases 2 and 3
Phase 2 — Collection Information Statement.
Priced by the form your case requires:
- Form 433-F — $350–$750
- Form 433-A — $750–$1,500
- Form 433-B — $1,000–$2,000
Phase 3 — Resolution. Choose one:
Option A — Do-it-yourself roadmap. We give you the filled analysis and step-by-step instructions; you file. Flat fee, quoted after Phase 2.
Option B — We prepare the filings. We prepare and submit the resolution filings. Quoted by case.
Option C — Representation. Everything in Option B plus representation before the IRS under Form 2848. +$1,000 added to Option B. Not sold on its own.
Each phase is quoted and paid before work begins, and you may stop after any phase. You are never enrolled in the next phase automatically.
Start here
Book a Case Analysis
Please do not send SSN, ITIN, EIN, date of birth, bank information, or tax documents.
Questions, answered
What is the difference between Form 8821 and Form 2848?
Form 8821 gives us permission to receive your IRS information. It does not let us speak or act for you. Form 2848 is a separate authorization for representation.
Why do I have to pay before you look at my case?
The Case Analysis is a defined first phase of work. Each phase is quoted and paid before work begins, so you can decide whether to continue after receiving the findings.
Does the Case Analysis fee come off my resolution fee?
Your Case Analysis fee is credited in full toward your Phase 2 fee if you proceed. The credit is capped at the Phase 2 fee and is not refundable in cash.
Can you stop a wage garnishment or bank levy?
Procedurally available options depend on the notice, account transcripts, tax periods, and the collection posture. A Case Analysis identifies which options are open to you and what each would require.
What if I have unfiled returns?
Unfiled returns limit nearly every resolution option available to you. The Case Analysis identifies the unfiled periods shown by your transcripts and what must be addressed.
Do I have to come to the Irving office?
No. The process can be handled remotely. Our office is at 4425 West Airport Freeway, Suite 595, Irving, TX 75062.
ebotCPA PLLC · 4425 West Airport Freeway, Suite 595, Irving, TX 75062 · (817) 214-4014 · admin@ebotcpa.com
Mon–Fri: 9:00 AM – 6:00 PM Central
Mon–Fri: 9:00 AM – 6:00 PM Central