Our Process

Step 1: Your First Step to Resolution

Begin your journey by scheduling a privileged, paid 30-minute consultation with managing attorney Alex Kugelman. During this call, Alex will review the facts of your matter and advise you on potential strategies and next steps. You’ll receive a summary email of the discussion to ensure clarity on the path forward.

Step 2: Simple & Secure Onboarding

Once you decide to move forward, our client portal makes the onboarding process seamless and secure. You’ll use this easy-to-use platform to digitally upload all relevant documents and notices. This allows our team to begin work immediately while ensuring all your sensitive information is handled with the utmost care.

Step 3: We Handle It From Here

With all necessary information in hand, you can sit back and relax. Our experienced team of tax lawyers and professionals will take over all communication and negotiation with the IRS and/or state tax agency, as well as handle the complexities of any other needs, such as legal filings or cryptocurrency accounting. We lift the burden off your shoulders, allowing you to have peace of mind that your tax issue is being taken care of by a trusted, authoritative team.