Confidential Tax Defense Review
The Case Begins With a Clear Reading of the Risk.
You are not purchasing a promise. You are engaging experienced financial judgment for a defined session, with the documents in front of you and the deadlines identified in writing.
What the session covers
The review may include:
- 01Review of relevant IRS notices
- 02Identification of response deadlines
- 03Initial financial and filing assessment
- 04Discussion of immediate exposure
- 05Review of potentially applicable pathways
- 06Document and information checklist
- 07Defined next steps
- 08Engagement recommendation, when appropriate
What a given review covers depends on the notices, the filing history, and the facts. No review produces a completed resolution blueprint, a removed lien, a stopped enforcement action, a maximized deduction, or a guaranteed defense strategy. Eligibility for any IRS program depends on individual circumstances and current law.
Before and after the session
A defined sequence, so nothing depends on remembering.
- 01
Identify the IRS or tax concern
Use the situation navigator or describe the matter in your own words.
- 02
Securely upload the notice
Documents are exchanged through the firm's client portal rather than ordinary email.
- 03
Pay for and schedule the review
The review is booked through the firm's appointment process.
- 04
Complete the financial intake
A short intake establishes the filing history and financial picture in advance.
- 05
Meet with Christopher
The meeting starts from the documents, not from a script.
- 06
Receive defined next steps
You leave with a clear reading of the matter and what deserves consideration.
- 07
Sign the engagement digitally
Where an engagement is appropriate, terms are confirmed in writing.
- 08
Track documents and communication
Ongoing exchange continues through the portal.
Confirmation
Written confirmation of the appointment and what was reserved.
Deadline reminder
Any response date identified from your notices.
Preparation checklist
The documents worth assembling before the session.
Payment receipt
Issued through the firm's payment process.
Appointment information
Time, format, and how to reach the office.
Portal instructions
How to exchange documents securely.
Clear expectations
What the session will and will not resolve.
Point of contact
Who to reach with a question in the interim.
IRS Collection Information
Background on how IRS collection activity is structured.
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