Start with the situation
This high-intent search protects users before they spend money on representation.
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
- Watch for guaranteed pennies-on-the-dollar claims.
- Verify credentials before paying.
- Ask for a written engagement agreement.
- Be cautious of large fees before document review.
Risks to keep in view
- Bad representation can waste appeal time.
- Refunds may be difficult to recover.
- The tax debt may continue growing while nothing is done.
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
Consider a second opinion from a credentialed EA, CPA, or tax attorney if a sales pitch feels unrealistic.