What happens in the free 30-minute consultation?
You talk with Jim or Madison about your actual problem: what the IRS has done so far, what your account likely shows, what happens next if you wait — and if you act. The consultation is free for new clients, one per individual or business, by appointment, with no obligation. One honest limit: a consultation is a conversation, not an advice relationship. That relationship starts only if you engage us, in writing.
What will it cost after the consultation?
Our consultation is free — no obligations. If we help you, we will quote you our fees. We charge hourly for our services, and after your free consultation we can provide an estimate of the length of time and the fees associated with resolving your issues. No honest figure exists before we have seen your facts — and we would rather quote you a real number after thirty free minutes than a guess before them.
I haven’t filed in years. Where do we even start?
With your IRS account, not with your paperwork. We contact the IRS and interview your account: which years show as unfiled, what income the IRS already has on record for you, and whether it has filed substitute returns in your name. Then your real returns are prepared and filed — claiming the refunds still open to you, mitigating the penalties and interest where the facts allow, and restoring your compliance. However many years behind you are, the first step is the same, and it is a phone call.
The IRS is threatening to levy my wages or my bank account. How fast do I need to move?
Faster than feels comfortable — enforcement runs on published steps, and several of them carry response windows and hearing deadlines that close whether you answer or not. What representation does is step into those windows while they are still open: your account is reviewed, the IRS deals with us, and the resolution path your facts support — a collection agreement, penalty relief, a hearing — is put in front of enforced collection. We cannot rewind a deadline that has already passed. That is exactly why the first call is free.
I’m not in North Carolina. Can you still represent me?
Yes. IRS representation is federal practice. We are based in Summerfield, North Carolina, and we work with taxpayers and tax firms nationwide by phone, email, and text — audits, collections, and controversy do not require you to sit in our office, and most of our work never does.
What is an IRS Account Review — and why start there?
Before anyone negotiates, we find out what the IRS actually has on you. In an account review, the firm contacts the IRS, interviews your account, and reviews your issues, penalties, and enforcement status — our reviews generally go back 18 years. You learn what the IRS believes you owe, what it has already done, and what it can do next. Most resolution mistakes are made in the dark; the review turns the lights on. Tax firms order them for their own client cases, too.
I run a tax practice. Can you consult on my clients’ cases?
Yes — Tax Firm Consultation is one of our eight services. Jim consults to other firms on the work he has spent a career systematizing: client management for controversy cases, IRS notice monitoring, and processes that reduce representation risk. He also teaches this material — including a four-hour offer-in-compromise workshop and NATP’s Introduction to IRS Representation. Bring us the case that is keeping you up at night.
What happens after my problem is resolved?
Stage three: Maintain Compliance. A resolution only holds if you stay current — filings made, payments made, estimates kept up. And we do not simply wish you luck: after resolution, we monitor your IRS account weekly, at no charge, so a new balance or notice surfaces within days, while it is still small enough to fix cheaply.