Tax Situation Analysis

As part of my tax practice I offer a Tax Situation Analysis. Using your IRS Power of Attorney (Form 2848), I will obtain your Individual Master File (IMF) or Business Master File (BMF), an IRS income record showing what payments employers, contractors, banks and others reported to the IRS, and an IRS Record of Account showing year-by-year transactions in your IRS tax account. I will then analyze these reports for you, advise you on your tax situation, and provide a road map on the courses of action available to you to solve your tax problems.

My tax situations analysis services are provided on a flat fee basis. My fee for that is $400.00, paid in advance.

To begin the process, you can download and print IRS Form 2848 (the IRS Power of Attorney form). Please fill out the 2848 form with your name, current mailing address, social security number (or EIN number if it's a business), and list all tax years for which you are seeking information. Sign and print your name on page 2. Also, please include a current phone number so I may contact you if the form is not correct.

Please contact my office with any questions. Thank you.

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