Your Case Gets Personal Attention From Start to Finish
When you hire our firm, you’re not just getting an attorney—you’re getting an entire team of tax professionals dedicated to resolving your case. From your initial consultation through final resolution, you’ll work with the same assigned professionals who know your situation, understand your goals, and are committed to achieving the best possible outcome.
How Our Team Model Works
Unlike solo practitioners who juggle dozens of cases alone, we assign a dedicated team to manage your case:
Engagement Manager: Your primary point of contact who coordinates all aspects of your case, gathers documentation, communicates with you regularly, and ensures nothing falls through the cracks.
Enrolled Agent: Authorized to represent you before the IRS and state tax authorities, handling correspondence, negotiations, and routine matters.
Tax Attorney: Provides legal strategy, handles complex issues, represents you in Tax Court or formal hearings, and oversees your case from a legal perspective.
Tax Preparer: Prepares any unfiled returns or amended returns needed to resolve your tax matter.
Why the Team Approach Works Better
Solo practitioners are limited by their own time and capacity. When they’re in court, on vacation, or handling other cases, your matter sits idle. Our team model ensures continuous progress:
- Someone is always available to answer your questions
- Work continues even when one team member is unavailable
- Multiple perspectives improve strategy and outcomes
- Faster turnaround on document preparation and filing
- Better quality control through team review
Consistent Communication
You’ll never wonder what’s happening with your case. Your engagement manager provides regular status updates and responds promptly to your questions. You’ll have direct email and phone access to your team—not a general intake line or voicemail system.
Expertise Across Disciplines
Tax problems often involve multiple issues—unfiled returns, audit defense, collection actions, and penalty disputes. Our team includes professionals with expertise in each area, so you get specialized knowledge applied to every aspect of your case.
Accountability and Reliability
With a team managing your case, you’re not dependent on a single person’s availability, health, or workload. If your engagement manager is out sick or on vacation, another team member steps in seamlessly. Your case keeps moving forward.
The Attorney Advantage
While your team handles day-to-day case management, our attorney remains involved in strategy, legal analysis, and any matters requiring legal representation. You get the efficiency of a team with the protection of attorney oversight.
Experience the difference that dedicated team support makes. Contact us today to get started.
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