Tax Situation Analysis

All tax problems are not the same, and developing a plan to help you resolve your tax issues requires the correct understanding of your situation. The first step in the tax resolution plan is to determine the scope of the problem. To accomplish that, we offer a personal Tax Situation Analysis on a very reasonable flat fee basis.

In preparing your Tax Situation Analysis I perform a detailed review and analysis of the IRS records showing tax assessments against you and/or your business, payments you have made toward the liability, income others have reported paying you on 1099s, W-2s, etc., and other records the IRS has regarding your federal tax liability.

Based on my analysis of the IRS records and my 30+ years of tax practice, I am able to meet with you and recommend a course of action that will best resolve your tax problem.

To get started with your Tax Situation Analysis contact our office to schedule an appointment.