A clear process for dealing with an IRS problem.

Every case is different, but the process should not feel mysterious. EverGreen Financials explains what information is needed, what the realistic options are, and what will happen next.

How the Process Works

  • 1. Start with the notice and deadline

    Share the basic issue without sending sensitive information through the website.

  • 2. Review the account and compliance

    With authorization, identify balances, missing filings, and active collection issues.

  • 3. Compare the realistic options

    Receive a plain-English assessment, document list, and written fee proposal.

  • 4. Move forward with representation

    After engagement, Rob communicates with the IRS as authorized and keeps you informed.

What you can expect

  • Direct communication with Rob Green, EA.

  • A written scope and fee before representation begins.

  • Clear document requests and deadline reminders.

  • Updates when there is meaningful progress or a decision is needed.

  • No guarantee of a specific IRS outcome.

Ready to understand the next step?

Schedule a Tax Problem Review