During Installment agreement negotiations we ensure to avoid immediate lump sum down payments and financial disclosures when not necessary. Our goal is to negotiate reasonable monthly payments that fit your financial situation.

During IRS negotiations or revenue officer representation, we ensure to give certain information that is essential to resolution. If it is not relevant or essential- it is my goal to ensure that it does not need to be disclosed. With disclosures we vet before disclosing to the IRS so that the Client can understand what this information could or could not be used for.

My role is to be honest and transparent. If an Offer in Compromise isn’t realistic, I won’t recommend it—especially if there’s a more effective and viable strategy to reduce your tax liability. Settlements can be tricky and often require extensive disclosure. If it appears the offer is likely to be rejected, it’s often wiser to pursue an alternative approach rather than revealing unnecessary financial details to the IRS.

No worries! My role is to systematically break down your unique situation—from tax preparation and planning, to analyzing your liabilities, addressing penalties, and resolving the issue. I work to find the best solution tailored specifically to your needs.

Don’t panic. The IRS sends different types of notices. We’ll review it for free and tell you exactly what it means.

Yes—if you qualify. We’ve helped clients reduce balances through Offers in Compromise, Partial Pay agreements, and more.

They can—but you usually have options to stop it before it happens. Timing is everything. Let’s talk now.

You may qualify for Currently Not Collectible status—pausing IRS collections while you get back on your feet.