Tax Account Diagnostic™

Tax Account Review & Direction

Understand what is showing on your tax account, identify the primary issue requiring attention, and determine the appropriate next step.

• Review of relevant tax-account information 
• Review of applicable notices and available records
• Identification of the primary account issue
• Tax Account Diagnostic™ findings
• 30-minute private review session
• Recommended next step

Security Notice 

Do not enter Social Security numbers, bank information, tax-return data, notices or other sensitive taxpayer information on this checkout page. Secure information and document instructions will be provided after purchase.

Scope Notice

Tax Account Diagnostic™ does not automatically include tax-return preparation, amended-return preparation, bookkeeping, penalty-abatement requests, installment-agreement preparation, collection representation, appeals, Offer in Compromise services, legal services or other IRS or state representation. Additional services require a separate scope and engagement when appropriate.

Outcome Disclaimer

Tax Account Diagnostic™ does not guarantee penalty removal, tax reduction, account adjustment, collection relief, acceptance of any request or any particular IRS or state outcome.

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