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.