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FREE 15 MINUTE DISCOVERY CALL

Unsure of what service you need or interested in learning more about how we can help?

Book a Free 15 Minute Discovery Call.

TAX ADVISORY SERVICES

ABOUT TAX ADVISORY SERVICES CONSULTATIONS:

DURATION: 90 Minutes

LOCATION: Either Virtually, at Our Offices, or at Your Location

FEE: This is a paid consultative meeting.

Tax Advisory Services Consultations allow us to gather the needed information, goals, and documents that work together in creating a plan for reducing your tax liability and ultimately the amount you will owe to the IRS. The consultation is a paid appointment and you can expect a better understanding of the strategies you can use to reduce your tax debt. This is a paid meeting and is a necessary meeting to have prior to and if you ultimately wish to employ TaxMan & Associates to create a personalized Tax Advisory and Tax Debt Reduction plan.

TAX RESOLUTION SERVICES

ABOUT TAX RESOLUTION SERVICES CONSULTATIONS:

DURATION: 1 Hour 45 Minutes

LOCATION: Either Virtually, at Our Offices, or at Your Location

FEE: This is a paid consultative meeting.

When experiencing a tax crisis and a often substantial debt to the IRS, we recommend a Tax Resolution Services Consultation. This consultative meeting will help you understand the strategies and support available to satisfy the IRS and come to an agreed-upon course of action to pay down the debt owed, uncover additional potential debts that are forthcoming, and outline the services from TaxMan & Associates that are available to you to work directly with the IRS to satisfy their requirements and communicate a mutually-agreed upon plan - often reducing the total amount of debt owed to the IRS. This is a paid consultation and is a necessary pre-meeting to hiring TaxMan & Associates to represent you and provide their tax resolution services on behalf of you with the IRS.

TAX PREPARATION SERVICES

ABOUT TAX PREPARATION SERVICES CONSULTATIONS:

DURATION: 1 Hour 30 Minutes

LOCATION: Either Virtually, at Our Offices, or at Your Location

FEE: This is a paid consultative meeting.

This meeting is to provide tax preparation services consultation, whether for personal or business or both. During the meeting we will discuss potential tax preparation service from TaxMan & Associates, current and past filings, and other pertinent information to determine any opportunities toward a plan for your tax document submission.

NOTE: You will receive an email to the address you provided that links to a form in which you can upload necessary tax documents. You must upload the requested documents at least 48 hours in advance of the scheduled meeting. This time period is necessary for us to review your documents in advance of the meeting. If we do not receive your documents at least 48 hours in advance of the meeting, we will require you to reschedule the meeting.

AUDITING & BOOKKEEPING SERVICES

ABOUT AUDITING & BOOKKEEPING SERVICES CONSULTATIONS:

DURATION: 1 Hour 45 Minutes

LOCATION: Either Virtually, at Our Offices, or at Your Location

FEE: This is a paid consultative meeting.

This meeting is to provide either auditing or bookkeeping services consultation - whether for personal or business or both. During this meeting we will identify your current status and condition of your financial records, pinpoint critical gaps in your books that may present IRS-audit concerns, and discuss next steps and service options for either conducting a full audit of your personal or business finances, or the potential tackling of your bookkeeping and what you can expect in terms of documentation, record-keeping and reporting. This is a paid consultation and a necessary pre-cursor to auditing and bookkeeping services from TaxMan & Associates.

GENERAL TAX CONSULTATION

GENERAL TAX CONSULTATIONS:

DURATION: 45 Minutes

LOCATION: Either Virtually, at Our Offices, or at Your Location

FEE: This is a paid consultative meeting.

A General Tax Consultation may be recommending when you have extensive tax issues or multiple overlapping issues whether that be late filings and future filing needs, in combination or isolated from tax resolution plan needs, or goals and desires for tax advisory or auditing or bookkeeping needs. The location of this paid consultative meeting will be determined by the scope of our meeting. An In-Office appointment may be required if Financial Research & Discovery is needed, while a remote appointment may be appropriate for discussion of financial resolutions, payments. Depending on the content of IRS transcripts, a review of the transcripts may be In-Office or Virtual.