FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Generally, I like to operate on a flat fee basis. Sometimes I will have to go hourly. This is normally when there is an audit or if there is a voluntary disclosure required. I break the representation up into steps. So you'll first deal with the audit or getting into compliance. Then the payment plan, offer-in-compromise etc. Appeals are again a different issue.
- What is your typical process for working with a new customer?
You can expect me to get in between you and the government. After we have a consultation and go over your correspondence and situation, we will decide whether or not to move forward. The first step is to look over your tax record and determine all areas where you are non-compliant. Then we bring you into compliance and work to settle any back debt. This could be with penalty abatement, a payment plan, or an offer in compromise among other solutions.
- What education and/or training do you have that relates to your work?
Juris Doctor, Hamline School of Law, cum laude Certificate in Advocacy and Problem Solving, Dispute Resolution Institute of Hamline University School of Law Certified Tax Representation Consultant Member of Tax Rep Network.