Book an IRS Strategy Consultation | EstateHarmonix
BOOK A CONSULTATION
IRS STRATEGY & CASE REVIEW CONSULTATION
IRS STRATEGY & CASE REVIEW CONSULTATION
EstateHarmonix Tax Mitigation Firm begins all new matters with an IRS Strategy & Case Review Consultation. This initial step ensures your situation is reviewed properly and that any recommended services are appropriate for your circumstances.
IRS STRATEGY & CASE REVIEW CONSULTATION
IRS STRATEGY & CASE REVIEW CONSULTATION
IRS STRATEGY & CASE REVIEW CONSULTATION
This paid consultation is designed to:
• Review your current IRS situation
• Discuss notices, balances, or compliance concerns
• Assess risk and urgency
• Determine appropriate next steps
This consultation provides clarity and direction. It does not include IRS contact, transcript retrieval, filing, or representation.
WHAT THIS CONSULTATION
This paid consultation is designed to:
• Review your current IRS situation
• Discuss notices, balances, or compliance concerns
• Assess risk and urgency
• Determine appropriate next steps
This consultation provides clarity and direction. It does not include IRS contact, transcript retrieval, filing, or representation.
WHAT THIS CONSULTATION IS NOT
To avoid confusion, please note:
• This is not free
• This is not ongoing representation
• This does not include IRS communication
• This does not guarantee a particular outcome
Additional services, if appropriate, are discussed only after this review.
BOOKING & PAYMENT POLICY
IRS STRATEGY & CASE REVIEW CONSULTATION
SCOPE & PROFESSIONAL LIMITATIONS
• Payment is required to confirm your appointment
• All fees for services are nonrefundable
• Appointments are reserved only after payment is received
• Appointments may be rescheduled with at least 24 hours’ notice, subject to availability
• Late arrivals may result in reduced appointment time or forfeiture of the session
SCOPE & PROFESSIONAL LIMITATIONS
SCOPE & PROFESSIONAL LIMITATIONS
SCOPE & PROFESSIONAL LIMITATIONS
Services are limited to the scope of the consultation selected. No IRS contact, transcript requests, filings, or representation are provided unless expressly included in a separate written engagement agreement.
EstateHarmonix does not provide legal services and does not guarantee outcomes.
READY TO BEGIN
SCOPE & PROFESSIONAL LIMITATIONS
COMPLIANCE NOTICE
If you are facing IRS notices, unresolved balances, or compliance concerns, the first step is to schedule an IRS Strategy & Case Review Consultation.
COMPLIANCE NOTICE
SCOPE & PROFESSIONAL LIMITATIONS
COMPLIANCE NOTICE
Services are provided by an Enrolled Agent. EstateHarmonix Tax Mitigation Firm does not provide legal services or guaranteed outcomes. IRS representation is offered only under a separate written engagement agreement.