Discovery

Service Description

Discovery – Let’s Find Out What’s Really Going On with Your IRS Account If you’re feeling overwhelmed or uncertain about your tax situation, our Discovery service is the perfect place to start. As an experienced Enrolled Agent and former IRS Agent, I know exactly how to navigate the system to get the answers you need. This service is for individuals who haven’t filed in years, owe the IRS, or simply want to know the full scope of their tax issues before moving forward. During the Discovery process, I’ll contact the IRS on your behalf to retrieve your account records, including: Transcripts of all years filed Any unfiled tax years flagged by the IRS Balances owed (including penalties and interest) Collection actions currently in place or pending (such as liens or levies) Any compliance deadlines or notices Next steps to bring you into good standing Once I’ve gathered the data, I’ll provide a clear summary of everything going on with your account. I’ll explain what it means in plain language, what’s required to fix it, and what your options are. You’ll receive: A summary of your IRS account status A personalized action plan A quote to move forward with services if you choose This is a no-pressure service — whether you decide to move forward or not, you’ll walk away informed, empowered, and clear on what’s needed to resolve your tax issues. If you’ve been ignoring the IRS out of fear, confusion, or uncertainty, this is your safe first step. Let’s take the guesswork out of it — book your Discovery session today.