What we read
The notice or letter number in the top corner: Form 668(Y), CP504, LT11 or Letter 1058, CP2000. Each one has its own deadline and its own next step.
How it works
You sign one form. The IRS calls us, not you.
In plain terms: Form 2848 makes us your representative. From that point the IRS contacts us, and you get a written plan with a fixed price before any resolution work begins.
01
Free notice review
Twenty minutes, your notice, and an Enrolled Agent reading it
Bring the envelope, opened or not. You leave knowing what the notice is, what your deadline is, and which option fits.
What you learn
Whether you have a hearing right and how many days are left on it; whether a payment plan, hardship status or an offer is realistic; which tier fits.
What it costs
Nothing. There is no fee and no obligation, and we tell you if the right answer is the $97 guide rather than representation.
In plain termsMost of our clients have not opened the envelope. That is normal. Open it with us, by phone or in Fresno & Clovis.
02
Phase 1 · $695
Phase 1 is the written plan with a fixed quote
A flat $695. Credited toward Phase 2 if you retain us within 30 days of receiving the plan.
- Form 2848
- You sign the power of attorney. We file it, and IRS calls, letters and deadlines come to us from that point.
- All transcripts
- Account, wage and income, and return transcripts for every year at issue: what you owe, which years, what the IRS has on file, and your collection deadline.
- Compliance check
- Which returns are unfiled and whether the IRS filed a substitute return for you. Every payment plan and settlement requires that all required returns are filed first.
- Financial statement draft
- Form 433-F or 433-A, drafted from your numbers against the IRS allowable-expense standards, so you know what the IRS will see before it sees it.
- The written plan
- Which option you qualify for, the sequence, and a single fixed fee for Phase 2 inside the published range.
03
Phase 2 · quoted in writing
Phase 2 resolves the balance at the fee quoted in Phase 1
Each case type has a published range. Your fee is one number inside it, fixed in writing, never contingent on the outcome.
Installment agreement or hardship status
$1,495–$2,995. Form 433-F or 433-A, a negotiated monthly amount or Currently Not Collectible status, and a lien withdrawal request when eligible.
Levy or wage garnishment release
$1,495–$3,495. Same-day contact with the IRS and release sought on hardship or payment-plan grounds. Includes the follow-on resolution.
Audit representation
$1,495–$4,995. We answer the examiner, assemble records and attend the audit. Includes audit reconsideration of a substitute return.
Offer in Compromise
$3,495–$7,495. Reasonable collection potential computed with IRS financial standards, Forms 656 and 433-A (OIC) prepared, the IRS investigation handled. IRS $205 fee and initial payment extra.
Lien work inside the plan
Withdrawal, release, discharge or subordination is included when it is part of the plan, not billed on top.
Costs that are not ours
IRS user fees (installment agreement setup; $205 Offer in Compromise application fee), county recording fees, and third-party appraisal fees are paid by the client and are not included in our fees.
04
What you sign
Form 8821 or Form 2848: information, or representation
Publication 594 draws the line. Form 8821 lets someone receive or inspect your confidential tax information. Form 2848 lets them appear before the IRS, contact the IRS on your behalf, and receive your material.
- Form 8821
- Tax Information Authorization. We can pull your transcripts and read your file, but the IRS still talks to you. The DIY guide uses this form.
- Form 2848
- Power of Attorney and Declaration of Representative. We speak for you, and the IRS contacts us. The Guided tier uses a limited 2848 for the one matter; full representation uses it for every year at issue.
- Who can sign a 2848
- An attorney, a certified public accountant, an enrolled agent, or any person enrolled to practice before the IRS. Jeremy Rolf is enrolled to represent taxpayers before the Internal Revenue Service.
- What we never ask for online
- Your Social Security number. It goes on the IRS forms you sign, never in a web form or an email.
In plain termsAn 8821 lets us look. A 2848 lets us speak. Full representation starts with the 2848, and that is the moment the calls stop coming to you.
05
Day one
What happens the day you retain us
In order, the same day.
You sign Form 2848. We file it with the IRS. If there is a levy on a bank account or a paycheck, we contact the IRS the same day; a bank holds levied funds for 21 days before sending them on, and that window is where a release is worked out.
We pull every transcript. Account, wage and income, and return transcripts for the years at issue. This is where the real balance, the filed and unfiled years, and your collection deadline come from.
We check the clock. If a Collection Due Process deadline is open, Form 12153 goes in before it closes. A timely request stops levy action for the periods on the notice while Appeals hears the case.
You get a date. The written plan, with the fixed Phase 2 quote, comes with a delivery date in your engagement letter, and from this day the IRS’s calls and letters come to us.
Next step
Start with the free review. The next step has a price on it.
Twenty minutes with your notice, then a written plan at $695 if representation is the right answer.