Our Process for Tax Preparation & Resolution

Whether you need filing support or IRS resolution, our process is designed to be clear, strategic,

and handled with accuracy, compliance and real accountability.

Already know what you need?

Begin your tax preparation below.

Silver Plan – 3-Month Refresh

Gold Plan – 6-Month Rebuild

Platinum VIP – 9-Month Challenge

What Happens After You Buy

1. Sign the Agreement – Right after purchase, you'll receive a link to e-sign your engagement agreement which includes refund terms and CROA disclosures.

2. Upload Documents – Securely upload your ID, proof of address, and credit monitoring info in the Client Portal.

3. Monthly Disputes – We send one round of disputes each month for the length of your plan and keep you updated in the portal.

4. Track Your Progress- Log in anytime to see updates, upload letters, and next steps.