Our approach
Calm, clear and candid.
Tax problems are stressful enough. Our approach is built around expectations you can rely on.
Honest assessments
Not every option fits every person. We explain what looks realistic, what does not, and why, even when the answer is less hopeful than you wanted.
Transparent scope
Before you engage anyone, you should know what work is included, how fees are handled and what you are responsible for. These details belong in a written engagement agreement.
Plain-language communication
Tax correspondence is hard to read. We translate it, set out your choices and tell you what happens next.
Individual eligibility review
Programs have requirements, and requirements depend on your income, filing history, assets and the type of debt. We look at your facts rather than assuming.
Discretion
Tax matters are personal. We limit what we ask for online and explain how information is handled in our Privacy Policy.
From first conversation to engagement.
Conversation
You share your situation. We ask clarifying questions and listen.
Assessment
We outline the options that may apply and the ones that probably do not.
Proposal
If you want to proceed, scope, fees and responsibilities are put in writing.
Engagement
After a signed engagement and any required authorizations, work begins and you are kept informed.
Submitting a consultation request does not establish professional representation or authorize anyone to contact the IRS on your behalf.
Tax Advisors United is a private business and is not affiliated with the Internal Revenue Service or any government agency. Available options and outcomes depend on individual circumstances and applicable requirements. No specific outcome is guaranteed.
Let’s Understand Your Options.
Tell us about your situation and we will respond with a clear view of what may be possible.