VIRTUAL SUPPORT

Resolve Your Tax Problems From Anywhere

You don’t need to travel to our office, take time off work, or disrupt your life to get professional tax representation. We handle cases remotely for clients across the country, using secure technology to communicate, share documents, and manage your case efficiently.

How Remote Representation Works

From your initial consultation through final resolution, we manage your case entirely online and by phone:

Consultations: Conducted by phone or video conference at a time convenient for you.

Document Sharing: Secure online portal for uploading tax returns, notices, financial documents, and other materials.

Communication: Email, phone, and video calls—whatever works best for you.

Signatures: Electronic signature technology (DocuSign) for engagement letters, powers of attorney, and IRS forms.

Status Updates: Regular email updates on case progress, with phone calls for significant developments.

What You Can Expect

Working with us remotely is just as effective as in-person representation:

Same quality of service and attention to detail
Same access to our team and attorney
Same results in negotiations and resolutions
More convenience and flexibility for you

Technology We Use

We invest in secure, professional-grade technology:

Encrypted email for sensitive communications
Secure client portal for document storage
Video conferencing (Zoom, Teams, or your preference)
Electronic signature platforms
Cloud-based case management systems

Your information is protected with bank-level security and attorney-client confidentiality.

IRS and State Authorities Accept Remote Representation

The IRS and state tax departments are accustomed to working with representatives remotely. We submit powers of attorney electronically, correspond by mail and fax, and handle negotiations by phone. In-person meetings are rarely necessary or beneficial.

For matters requiring hearings or court appearances, we handle those on your behalf. You typically don’t need to attend IRS Appeals conferences, Collection Due Process hearings, or routine state tax matters. If your presence is required (rare), we’ll prepare you thoroughly and coordinate logistics.

Convenient for Busy Professionals

Remote representation is especially valuable if you:

Travel frequently for work
Live in a rural area far from major cities
Have mobility limitations
Prefer to handle business matters from home
Want to minimize time away from work or family

In-Person Options Available

While we handle most cases remotely, we’re happy to meet in person if you prefer:

Dallas/Rockwall, Texas (main office)
New York City (by appointment at our Fifth Avenue or FiDi offices)

The Bottom Line

Geography shouldn’t prevent you from getting quality tax representation. Whether you’re in Alaska or Florida, we provide the same dedicated service and professional results.

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