Start with the situation
This is a high-intent lead query, but it also needs consumer-protection framing.
What to check
Review credentials, scope of representation, fee structure, disciplinary history, written engagement terms, and who will actually handle the case.
Useful next steps
- Verify licenses and disciplinary history.
- Avoid guaranteed settlement promises.
- Ask for a written plan after document review.
- Understand who communicates with the IRS.
Risks to keep in view
- High-pressure sales can lead to poor fit.
- Large upfront fees do not guarantee results.
- No company can promise a specific IRS outcome.
Documents that usually help
- Engagement agreement
- Fee schedule
- Credential verification
- Case summary
- Prior correspondence
- Recent IRS or state correspondence
When a professional review may help
Get an independent second opinion if promises sound too broad or pressure is intense.
Helpful next steps
These paths help you move from reading to organizing the next step without turning the page into a sales pitch.