EstateHarmonix Tax Mitigation Firm follows a structured, compliance-focused process designed to clarify your tax situation and address IRS matters responsibly. Every case begins with understanding the facts and reviewing official records before any recommendations are made.

All new matters begin with a paid IRS Strategy & Case Review Consultation.
During this session, we review available information, discuss IRS notices or concerns, and assess your overall situation. This step helps determine risk level, urgency, and whether additional services are appropriate.
This consultation does not include IRS contact, transcript retrieval, or representation.

f further review is needed, the next step is a comprehensive transcript investigation.
IRS transcripts and records are analyzed to confirm balances owed, filing compliance, penalties, collection activity, and applicable timelines. This step provides the factual foundation required to evaluate resolution options and pricing.
Transcript investigation is required before tax resolution or representation services are offered.

When appropriate, services proceed under a written engagement agreement based on confirmed facts and defined scope.
Depending on the case, services may include tax resolution support, compliance planning, forensic tax analysis, audit or appeals support, or coordination with professional partners. Not every case requires full resolution services.
Recommendations are based on documented review, professional judgment, and applicable tax rules.

• A structured, step-by-step process
• Clear scope and pricing before work begins
• No guarantees of outcome
• No unnecessary escalation
• Ethical, documentation-driven analysis

The first step is to schedule an IRS Strategy & Case Review Consultation.
This ensures your situation is evaluated properly and that any next steps are appropriate for your circumstance

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.
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