Engagements
Scoped engagements. Clear outcomes.
Every engagement is structured around the result you need — not billed by the hour against an open meter. Pricing is confirmed after a confidential consultation.
For individuals & professionals
Strategy
$650starting · per engagement
Multi-year tax planning, return preparation, and credentialed guidance for households and professionals with complex filings.
- Federal & state tax preparation
- Multi-year tax projection
- Strategic deduction & credit review
- Audit-readiness documentation
- Quarterly check-in calls
- Direct access to a credentialed practitioner
For IRS-stressed clients
Resolution
Scopedper resolution case
Full IRS representation: collections relief, offers in compromise, audits, appeals, and penalty abatement — start to finish.
- Full transcript review & liability validation
- Direct IRS representation (EA)
- OIC, PPIA, CNC, abatement strategy
- CDP / CAP appeals hearings
- Lien, levy & garnishment relief
- Post-resolution protection planning
For owners, entities & growth-stage firms
Business
Retainermonthly + advisory
Ongoing tax, compliance, and fraud-risk advisory for business owners managing payroll, multi-entity structures, and exposure.
- Business & multi-entity tax filings
- Payroll TFRP & 941/940 oversight
- AML / KYC compliance review
- Internal control assessments
- Strategic year-round advisory
- Priority IRS representation