CONSULTATIONS
Strategy Consultation
A focused working session with a Dallas tax attorney to get concrete answers and a plan of action for your specific tax question or dispute.
A strategy consultation is a focused, paid working session with one of our Dallas tax attorneys. It is designed for clients who want concrete answers and a plan of action for a specific tax question or dispute — not just a general overview.
What a strategy consultation covers
During the session we review the facts and documents you provide, identify the legal and procedural issues involved, walk through the realistic options and likely outcomes, and lay out the next steps. You leave with a clear understanding of where you stand and what to do next, whether or not you choose to engage us for further work.
Who it is for
Strategy consultations are ideal for taxpayers facing an IRS or Texas audit, a proposed assessment, a collection action, or a planning decision such as the sale of a business. They are also useful for other attorneys and CPAs who need a second opinion on a complex tax matter.
How to schedule
Call us at (469) 895-5141 or use our contact form to request a strategy consultation. Let us know the nature of your tax issue and any deadlines you are facing so we can make the most of our time together.
Talk to a Dallas Tax Attorney
Schedule a free consultation. We will listen, ask the right questions, and tell you honestly how we can help.