What happens during the free consultation, and what should I bring?

During your free consultation, we’ll discuss your tax situation, review any notices you’ve received, and explain your options clearly. Bring any IRS or state tax notices, prior year tax returns, and a general understanding of your financial situation. The consultation typically lasts 20-30 minutes and gives you enough information to decide whether to move forward. There’s no obligation to hire us, and we won’t pressure you. Many clients use the consultation just to understand their options before making a decision about representation.