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If you would like to speak with a Tax Resolution Specialist regarding an IRS audit, collection notice/levy/lien, IRS appeal, or any other tax controversy you have with the IRS, California, or other State tax agency, I am available for a phone, e-mail or in-person consultation.

I do not charge for an initial brief e-mail consultation to discuss general information about your Notice of Examination, Notice of Deficiency, or any Collection Notice. However, if you are seeking specific advice, that is specialized consultation which focuses on your individual tax scenario for which a fee applies. Please see the page on fees for further  information.

I do not charge for an initial consultation by e-mail to discuss your potential qualification for an Offer in Compromise. However, you must first fully complete and submit the online Offer Questionnaire in advance so I have the necessary background information. This is a standard PDF document you can download, fill out, and e-mail to me.

NOTE: If you do purchase consultation time from me, and within seven (7) days of our consultation date you engage me to represent you in your tax controversy, I will apply one (1) hour of your prepaid consultation towards your representation retainer. Otherwise, the minimum consultation fee is one hour, non-refundable, but can be used within one (1) year of its purchase for office, phone, or e-mail consultation/communication. Any prepaid consultation purchased beyond the first hour, if not used, may be refunded upon written request.

If you are in need of an IRS expert witness for Federal tax-related litigation, you may wish to consult with me regarding my potential testimony as it relates to your case. With over three decades of experience with IRS practices and procedures, including having given expert testimony in the California Superior Court system, I’m well qualified to serve as a witness regarding Federal tax matters.