Every engagement is shaped to the situation in front of you. You'll know what we're doing and what it costs — in writing — before any work begins.
Consultation
Start here.
An honest, confidential conversation about what you're facing — an IRS notice, an audit, unfiled years, or a decision you can't make without an experienced voice.
What's included
Resolution Engagement
For tax controversy and IRS representation.
Audits, appeals, offers in compromise, installment agreements, lien releases, unfiled returns, and the resolution of accumulated tax debt.
What's included
Advisory Relationship
For business owners and operators.
Ongoing tax planning, business advisory, cannabis / crypto / real estate strategy, QuickBooks oversight, and the year‑round relationship that prevents the next storm.
What's included
Final scope and fee are confirmed in writing after a short discovery call. Complex situations — multi‑state, multi‑entity, multi‑year — are scoped individually.
Hourly billing rewards slow work and quietly punishes you for asking questions. Scoped fees do the opposite.
Every engagement starts with a written scope and fee. You see exactly what we'll do, what it costs, and what's outside the engagement — before anything is signed.
Tax controversy is not billable by the minute. The fee reflects the outcome — defended audit, settled balance, released lien, finished representation.
If a 20‑minute call helps you make a better decision, that is the work. We don't run meters on the conversation.
Most of our clients stay for years. The strategic value of having the same experienced voice in the room compounds — and we price the relationship to make that easy.
The initial consultation is complimentary and confidential. No pressure, no obligation — just a clear assessment of what your situation actually needs.
