Fees are contingent upon the number of hours required to
complete your case. You must realize that I handle a
wide range of cases and each case is different. Some
cases are relatively simple; others are very complex.
Some clients are passive and only want minimum service; other
clients are very aggressive and want to use every legal means
possible to avoid the IRS altogether. In order for me to
provide each client with excellent service, I must exercise
a minimum, I must review all your documents, which may include
your books and records if you own a business; request and
review IRS documents and transcripts; and participate in at
least three interviews with you to discuss your current and
future financial situation, and to explore all the options
available to minimize your tax problems.
hourly rate is $200 and I require an initial retainer of
$2,000 (10 hours) to perform due diligence on your case.
Some very simple cases can be worked and completed for the
initial retainer amount. However, most cases involve
large amounts of federal and state tax, three or more tax
years, and assets and/or income that may be
seized by federal or state agencies. Obviously these
cases are more complex and require more time.
Almost a third of my clients are repeaters who have been "sold
out" by less-than-qualified clerks that work for franchise tax
clinics. Most of these clerks take a couple of
correspondence courses and hold themselves out as experts.
All they do is serve you up on a silver platter and look on in
dismay as the IRS Collection Division takes everything you
Remember: you get what you pay for. A cheap price
usually means you end up with cheap results. A person
with serious IRS problems cannot afford cheap results.
Financing arrangements are available for clients who have
serious IRS problems, but are unable to pay in full because of
temporary financial difficulties.