Tax Resolution Discovery Session

Description

Got letters from the IRS or your state tax department? Don’t panic—you’re not alone, and you don’t have to figure it out by yourself. The Tax Resolution Discovery Session is a 60-minute consultation designed to help you understand exactly what those notices mean and what steps you can take next.

In this one-on-one session with Shaneque Downie, EA, an experienced tax professional specializing in resolution, we’ll review your tax notices, transcripts, or account issues together. You’ll get a clear explanation of what the IRS or state is requesting, the potential options for resolving your situation, and the documents or steps you’ll need to prepare moving forward.

During this session, we’ll:

• Review your IRS or state tax notices, letters, or transcripts
• Break down what the agency is asking or requiring from you
• Explore the resolution options that may apply to your situation (installment agreements, penalty relief, offers in compromise, etc.)
• Clarify the documents, steps, and timeline needed to move forward

What We Can Help With:

• Tax liens and levies
• Payroll tax problems
• Back taxes and unfiled returns
• Penalty abatement requests
• Installment agreements and payment plans
• Offers in compromise and other relief options

This is not a one-call fix—but it is the critical first step toward peace of mind and resolution. By the end of the session, you’ll walk away with clarity on your situation, confidence in your next steps, and a roadmap for moving forward.

Book your discovery session today.