In compliance with Circular 230 guidelines, below is the mid-market fee schedule for our professional services in Santa Clara County. We believe in complete transparency before you retain our firm.
Standard Retainer: $2,500
(Applied toward total case resolution costs, particularly for complex Revenue Officer cases).
| Tax Resolution Service | Estimated Fee | Description |
| Initial Case Review & Consultation | $300 | Comprehensive case evaluation, strategy outline, and compliance check. |
| Offer in Compromise (OIC) | $4,000 | Deep financial analysis, Form 433-A (OIC) preparation, submission, and negotiation. |
| IRS Collections Rep. & Transcripts | $350 | Filing Form 2848 (POA), pulling master file transcripts, and assessing compliance. |
| IRS Notices Response | $450 | Professional analysis and response to standard IRS correspondence. |
| Full Compliance Reviews | $800 | Deep-dive review of past filings, identifying exposure, and creating a roadmap to compliance. |
| Penalty Abatement | $750 | Preparing and submitting reasonable cause arguments or first-time penalty abatement requests. |
| Currently Not Collectible (CNC) | $3,000 | Preparation of financial statements to prove hardship and halt active collections. |
| Installment Agreements | $2,000 | Negotiation of structured payment plans, including complex or partial-payment agreements. |
| Wage Garnishment Release | $1,500 | Emergency intervention to modify or completely release IRS/FTB wage levies. |
| Bank Levy Release | $1,500 | Expedited negotiation to release frozen funds from personal or business bank accounts. |
| TFRP Interview Consultation | $1,200 | Preparation and strategy for Trust Fund Recovery Penalty (Form 4180) interviews. |
| California FTB Collections | $1,500 | Specialized representation for Franchise Tax Board state tax liabilities. |
| Payroll Tax Representation | $2,500 | Defense for 940/941 employment tax issues and business compliance preparation. |
