TAX ACCOUNT DIAGNOSTIC™ | $750

You Know There's a Tax Problem. Now Find Out What's Actually Happening.

The Tax Account Diagnostic™ is a focused review designed to help identify what is showing on your federal or state tax account, clarify the primary issue requiring attention, and determine the appropriate next step.

Start My Tax Account Diagnostic™

When a Tax Account Diagnostic™ May Be Appropriate

1 — Something Doesn't Look Right

A payment, balance, return, credit or other account information does not appear the way you expected.

2 — Multiple Years or Issues Are Involved

You're trying to understand what happened before deciding what should be addressed first.

3 — You Need Direction

You need a clearer picture of the account issue before deciding whether another tax service is necessary.

What Does the $750 Diagnostic Include?

Your Tax Account Diagnostic™ includes:

Tax Account Diagnostic™ Intake
Review of relevant tax-account information provided or available within the engagement
Review of applicable notices and records
Identification of the primary account issue
Tax Account Diagnostic™ Findings
30-minute private review session
Recommended next step

How It Works

1 — Complete Your Intake

Tell us what is happening and what you need help understanding.

2 — Provide Information Securely

Provide the requested notices and tax-account information through the designated secure client process.

3 — We Review the Issue

We identify the primary issue and what appears to require attention first.

4 — Review Your Findings

Meet privately for 30 minutes to review the findings and recommended next step.

Start With Understanding the Problem

The $750 Tax Account Diagnostic™ is a diagnostic service. It does not automatically include tax-return preparation, amended-return preparation, penalty-abatement requests, installment-agreement preparation, collection representation, appeals, Offer in Compromise services, legal services or other IRS or state representation.

If another service is appropriate, it will be addressed separately after the Diagnostic.

Have a Tax Notice With a Deadline?

Do not assume purchasing a Tax Account Diagnostic™ extends or suspends a government deadline.

If you have an IRS or state notice requiring a response or action, start with our Priority Review™ route.

Start With Priority Review™

Get Clear About What's Happening With Your Tax Account.

Start your Tax Account Diagnostic™ for $750 one-time.