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You want a written plan for your IRS problem
A $497 Case Analysis reviews your IRS transcripts and collection posture, then gives you a written account of available options.
Ebot Mbi, CPA, EA · Texas TSBPA License #127163 · Enrolled Agent, admitted to practice before the IRS
How it works
Review the written scope.
We confirm the service, scope, and fee in writing before any work begins. The $97 Notice Review is an optional first step.
Receive written findings.
A Case Analysis includes IRS transcript review and a written plan describing the available paths and what each requires.
Which sounds like you?
What is included
Written analysis, not a promise of an outcome
The Case Analysis includes a transcript pull, review of the collection posture, and written findings that identify potential resolution options and what each would require. The work is limited to the agreed scope.
We request IRS information using Form 8821. Form 8821 permits access to information; it does not authorize us to speak or act for you. Representation requires separate Form 2848 and an engagement letter.
Know the fees before you begin
Each service is separate. The scope, fee and timing are confirmed before work starts.
Free Notice Decoder / free path
The free decoder explains your notice from its type and date. No documents are uploaded at the free step.
Notice Review
Send us your IRS notice along with your own transcripts. We tell you what the notice is, what it means, and what the issues appear to be at a high level. This is information, not tax advice.
Case Analysis
We pull your transcripts, analyze your whole situation, and give you a written do-it-yourself plan.
Representation
Power of attorney (Form 2848) and we represent you before the IRS. Flat $1,000.
The $97 Notice Review is credited toward the $497 Case Analysis.
Fixed fees, confirmed in writing before work begins. Not a guarantee of any IRS outcome. We never charge a percentage of tax saved. Case Analysis is a separate service from resolution work.
Phase 2 work (financial statements, offers, returns) is a fixed fee set before work begins; see your exact fee in our Resolution Fee Estimator.
Request the first step
The $97 Notice Review is a defined service. 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 Notice Review fee come off my Case Analysis?
The $97 Notice Review is credited toward the $497 Case Analysis.
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.
Want the detail?
Review the available services and published fees before you decide.
Mon–Fri 9 AM–6 PM Central