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Whether you need urgent audit defense or long-term wealth structuring, our team is ready to provide the clarity you deserve.
01
Make a Call
Reach out to our team via phone or email. We're available to take your call and understand your needs.
02
Discuss Your Issue
Have an in-depth conversation with our experts. We'll listen carefully and assess your financial situation.
03
Get it Resolved
Receive tailored solutions and actionable strategies. We work efficiently to resolve your concerns.
Schedule a Free Consultation
Fill out the form below and an associate will get back to you within 24 hours.
Office Hours
Monday - Friday9:00 AM - 6:00 PM
Saturday10:00 AM - 2:00 PM
SundayClosed
Frequently Asked Questions
Common inquiries about our process and services.
For the most productive session, please bring your previous year's tax return, current year financial statements (P&L/Balance Sheet), and any notices received from the IRS. Digital copies uploaded to our portal beforehand are preferred.
Absolutely. While we are based in Boston, 60% of our clientele operates remotely. We utilize a secure, encrypted client portal for document exchange and hold meetings via Zoom or Teams.
We believe in transparency. For tax compliance, we offer flat-fee pricing based on complexity. For advisory and fractional CFO services, we operate on a monthly retainer model tailored to your business needs.
Yes. Our IRS Representation team specializes in negotiation, Offer in Compromise (OIC), and penalty abatement. We act as your power of attorney so you never have to speak to an agent directly.