Book A Consultation

Choose a time to discuss your tax situation and next steps.
If you received an IRS notice, owe back taxes, need a payment plan, or want help understanding your options, this consultation is a simple first step.

During this consultation, we will discuss your current tax issue, review the basics of your situation, and talk about possible next steps. My goal is to help you understand where things stand and whether I may be able to help.

What This Call Is For

This consultation may be a good fit if you:

  • Received an IRS notice or letter

  • Owe taxes and cannot pay in full

  • Need help with a payment plan

  • Have penalties adding up

  • Have unfiled tax returns

  • Want clear, one-on-one guidance about your options

What to Expect

What to expect

  • A one-on-one conversation about your tax issue

  • Clear, plain-English discussion of your situation

  • A chance to ask questions

  • Guidance on possible next steps

Before You Book

Before your appointment, please have any IRS notices or basic tax documents available if possible. If you do not have everything yet, that is okay. We can still start with the information you have.

No pressure. No confusing jargon. Just a straightforward conversation about your situation and what may come next.