Free consultation
No judgment, no obligation
The consultation exists to answer one question: what does it actually take to get you current and get you every dollar you're owed? You'll leave knowing where you stand and what it costs — whether or not you hire us.
1. You tell us where you stand
Send your details through the form below, or call. Tell us what you know — the years you think are missing, any notices you've received, whether you're self-employed. Guesses are fine; we verify everything against IRS records.
2. We check the record
We look at what the IRS already holds for you: filed years, reported income, balances, and notices. That's how we know exactly which returns are actually open instead of relying on memory.
3. You get a plain-English plan and a flat fee
Before any work begins, you receive a written summary of which years need filing, the documents we need from you, and the flat fee. Nothing is submitted until you've seen and understood it.
What to bring (if you have it)
- Photo ID and Social Security numbers for everyone on the return
- Any W-2s, 1099s, or business income records you still have
- Any IRS letters or notices, including CP2000 and CP14
- Last filed return, if you know which year that was
- Nothing at all is also fine — we can start from IRS transcripts
Want the full breakdown of what we handle first? See programs & services.
Request your consultation
Tell us where you stand
4410 N Main St, Houston, TX 77009
By appointment — hours vary by season