How Our Engagement Works
Case Analysis: $497 Resolution work is fixed by work type and amount owed; Form 2848 representation is optional.
Start with Case Analysis
Review your IRS account, notice, and options
Case Analysis: $497
$497
We pull your transcripts, analyze your whole situation, and provide a written do-it-yourself plan.
The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited. Form 8821 lets us view your information; it does not authorize representation.
Plan the resolution work
Fixed by work type and amount owed
Quoted in writing
Scope and fixed fee confirmed before work begins
If filings or a financial statement are needed, we scope the work against your situation and amount owed. Fixed by work type and amount owed is confirmed in writing before any work starts.
Choose representation if needed
Form 2848 — Power of Attorney
$1,000
Flat fee, paid before Form 2848 is filed
Flat-fee representation before the IRS under Form 2848, after the engagement terms are accepted.
Form 2848 representation
Flat-fee representation before the IRS under Form 2848.
$1,000 — paid before filing
Resolution services
Resolution work is separately scoped and quoted before the engagement begins.
Fixed by work type and amount owed
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.
$97
Case Analysis is $497 regardless of balance owed, tax years, complexity or urgency. The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited. Phase 2 work is priced in the published ranges on our IRS fee page, or quoted in writing after the 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.
Notice Review, Case Analysis, resolution work, and representation are separate services. Each later phase is scoped and authorized separately.
Notice Review
The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited.
Case Analysis
Case Analysis: $497
Resolution work
Fixed by work type and amount owed
Case Analysis is $497 regardless of balance owed, tax years, complexity or urgency. The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited. Phase 2 work is priced in the published ranges on our IRS fee page, or quoted in writing after the 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.
Schedule of Fees
You are charged only for the phases you authorize. Fixed fees, confirmed in writing before work begins. Not a guarantee of any IRS outcome. We never charge a percentage of tax saved. The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited.
| Phase | Service | Fee |
|---|---|---|
| 1 | Free Notice Decoder / free path | Free |
| 1 | Notice Review | $97 |
| 1 | Transcript Pull | $150 per tax year |
| 1 | Case Analysis | $497 |
| 3 | Representation | $1,000 |
| 2 | Resolution work | Fixed by work type and amount owed |
Use the Resolution Fee Estimator for resolution work pricing. 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 $497 regardless of balance owed, tax years, complexity or urgency. The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited. Phase 2 work is priced in the published ranges on our IRS fee page, or quoted in writing after the 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.
Resolution services
Select any service to learn more. Resolution-work fees are fixed by work type and amount owed, then confirmed in writing.
Offer in Compromise (OIC)
Installment Agreement
Currently Not Collectible (CNC)
Penalty Abatement
Audit / Examination Defense
Trust Fund Recovery (TFRP)
Unfiled Returns
Bank Levy Release
Wage Garnishment Release
Property / Asset Seizure Defense
Lien Release / Withdrawal
Appeals / CDP Hearing
Innocent Spouse Relief
Payroll Tax / Employment Tax
State Tax Issues
How Billing Works
A flat fee per phase
Each phase carries a single flat fee. Work on a phase begins once its fee is paid.
You decide what happens next
At the end of each phase you receive a written summary, and you decide whether to continue, pause, or stop.
Fees are earned when work begins
We assign staff and begin work as soon as a phase is paid. Each fee is therefore earned when work begins and is non-refundable.
Services Not Included in This Engagement
We perform only the services you have approved and paid for. The following are not part of this engagement unless covered by a separate written agreement.
- Preparing or filing any federal, state, or local tax returns (income, payroll, or corporate).
- IRS representation before Form 2848 has been filed and the engagement accepted.
- Resolution filings or financial-disclosure work not listed in the written engagement.
- Appeals, lawsuits, or state and local tax matters not included in the agreed scope.
- Supplementary services not separately quoted and approved in writing.
Ready to Start?
Case Analysis: $497 The $97 Notice Review is credited toward the $497 Case Analysis. The $150 Transcript Pull is a separate service and is not credited. Later resolution work is scoped and quoted in writing.