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exa — ten to the eighteenth powerTHE TAX CUTTERY®

Tax & Wealth Advisors · Compliance. Planning. Resolution.

TAX RESOLUTION · IRS DEFENSE

An Enrolled Agent practice · (888) 525-1040

Tax Resolution: Know the Scope Before the Fee.

A notice, several unfiled returns and an active collection case call for different work. Start with the facts, then agree to the scope and fees in writing. The free initial consultation is the doorway: it collects your concerns and the story behind your records. Individual analysis and representation are separate engagements.

Before You Authorize Work: Know what you are asking the firm to do, what it will deliver, and how the fees apply. The Guide is $299. Live appointment prices appear in the booking lane for the date and time you select. A paid hour is not required to request written work.

Do This, in Order

  1. Step 1. Start the free, self-guided tax consultation. Tell the firm what happened, which years are involved, and what concerns you want addressed. Follow your notice's deadlines while the intake proceeds.
  2. Step 2. Use the secure intake to supply the relevant notices and records. The firm will identify the scope needed; completing intake does not include a free written case plan or authorize IRS representation.
  3. Step 3. Agree to the engagement and fees in writing before the individual work begins. Tax return preparation, additional research, written deliverables and representation are separately scoped.
  4. Step 4. If a live discussion would help, continue through Tax Advisory to the shared calendar. The appointment fee buys only a 60-minute conversation reviewing the information already collected and the results, and answering questions.

Straight Answers

Why Does Resolution Work Need Its Own Scope?

The work depends on the tax years, records, issues and requested deliverables. A fee for a live conversation does not cover preparing returns, researching additional issues or representing you before the IRS.

What Is Included in the Free Consultation?

The online, self-guided consultation collects your concerns and tax situation. It is not a live appointment, a free written case plan or an engagement for individual tax work.

What Does the Appointment Fee Buy?

Only a 60-minute conversation reviewing the information already collected and the results, and answering questions. The booking lane shows the applicable price and appointment terms for your chosen date and time. Tax preparation, research, written deliverables and representation are separate engagements.

Can I Request Written Work Without A Call?

Yes. You can request written work without booking a paid hour. Agree to the scope and fees separately. Verified Guide ownership is required for Tax Advisory conversations and written answers; the free initial consultation and initial intake remain open.

Where This Sits in the Machine

This guide belongs to the representation stage — read How IRS Representation Actually Works for the map.

What Representation Changes

Choose the work that addresses your concern. The firm agrees to individual services in writing, and representation requires the relevant authorization. A Guide purchase, intake receipt or appointment payment is not a substitute for that separate engagement.

Understand Your Options. Choose Your Next Step.

The Guide connects compliance, planning and resolution. The free tax consultation gives the firm the story behind your records: your concerns, life changes and the questions you want addressed.

Get The Guide — $299 Start Your Free Tax Consultation

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The consultation is online and self-guided; no book purchase is required to start. Representation, tax preparation, research, written deliverables and paid time are separately engaged. Follow the instructions and deadlines on your notice; starting intake does not extend them.