You Tell Us Your Story
Your consultation begins with a confidential conversation. We ask you about:
- The IRS notices you’ve received (such as CP14, CP504, LT11, or CP90)
- How much you believe you owe (or whether you’re unsure)
- Whether you have unfiled tax returns
- Any collection actions you’re facing — levies, liens, or garnishments
- Your current financial situation in general terms
- What your biggest concerns and fears are
This conversation typically takes 15–30 minutes. We don’t ask for your Social Security number or any financial account information during this initial call. We simply need to understand the scope and urgency of your situation.