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Consultation – What You Need to Provide

The most helpful thing you can bring to a tax resolution consultation is a general understanding of your situation and any documents you already have available. Don’t worry if you don’t have every record or if your paperwork is incomplete. Helping you identify what is needed is part of the process.

If available, bring copies of:

  • IRS notices and letters you have received, including collection notices, audit letters, or balance-due notices
  • Recent tax returns that have been filed, especially returns related to the years in question
  • Information about unfiled tax returns, including the years that have not been filed
  • IRS account transcripts or other IRS records if you have obtained them
  • Income records, such as Forms W-2, Forms 1099, pay stubs, or business income information
  • Expense information, including mortgage or rent payments, utilities, insurance, medical expenses, and other monthly living costs
  • Asset information, such as bank accounts, vehicles, real estate, retirement accounts, and investments
  • Business records, if your tax issue involves a business or self-employment income

If you are unsure what documents are relevant, bring what you have. We can review your situation, identify any missing information, and determine the best path forward.

During the consultation, I will focus on understanding your tax history, your current financial circumstances, and your goals. From there, we can discuss your options and develop a strategy tailored to your situation.

As an Enrolled Agent and former Associate Chief of Appeals with the IRS, I understand both the taxpayer’s challenges and how the IRS approaches tax matters. My goal is to make the process as clear and manageable as possible while helping you take the necessary steps toward resolving your tax issues.

If you’re ready to discuss your tax situation, contact me to schedule a confidential consultation. You don’t need to have everything figured out before you reach out—we’ll start by understanding where things stand and what steps should come next.