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Quick answers

What documents should I bring to my first meeting?

Last year's tax return, all current-year W-2s/1099s, mortgage and investment statements, and any IRS notices you've received.

Do you meet virtually?

Yes — we work seamlessly with clients nationwide via secure video meetings and email.

How quickly can you start on my back-tax issue?

Most resolution clients have a strategy call within 48 hours of contacting us.

Are consultations free?

Yes, your initial 20-minute discovery call is complimentary.