Choose the Right Next Step
How Can We Help?
Select the option that best matches your situation. If you are considering professional representation, start with a consultation so we can understand the facts and identify the most appropriate next step.
Schedule a New-Client ConsultationAudio-only consultation—cameras are disabled. You will receive simple joining instructions after booking.
Choose Your Path
New Clients
Discuss an IRS Situation
Reserve a consultation to discuss your circumstances, questions, and possible next steps.
View Available TimesExisting Clients
Send Documents or a Message
Use the secure client portal for documents and case-related communication.
Access Client PortalPrefer to Speak First?
Call Lynx Tax Advisors
Call with a prospective-client question or if you need help choosing the right path.
(805) 380-6010Tax and Legal Professionals
Make a Professional Referral
Review how we coordinate IRS collection and resolution referrals with other professionals.
Professional Referral InformationWhat We Commonly Help With
IRS Tax Debt
Resolution strategy for taxpayers who owe the IRS and need a clear path forward.
Revenue Officer Cases
Guidance when an IRS Revenue Officer has been assigned to your case.
Wage Garnishments
Help reviewing IRS wage levy issues and possible response options.
Bank Levies
Support when the IRS has levied or may levy a bank account.
Federal Tax Liens
Review of lien issues, property concerns, and possible lien resolution strategies.
Payroll Tax Debt
Collection strategy for businesses facing employment tax liabilities.
Trust Fund Recovery Penalty
Support for TFRP investigations involving business owners and responsible persons.
Unfiled Tax Returns
Help identifying filing gaps and restoring compliance before resolution.
Currently Not Collectible
Hardship review for taxpayers who cannot afford to pay after necessary expenses.
Before Your Consultation
To make the most of your consultation, it may be helpful to have recent IRS notices, tax years involved, estimated balances, Revenue Officer contact information, levy notices, lien documents, or questions you would like answered.
Don’t worry if you do not have everything. We can discuss what information may be helpful during the consultation process.
Not sure which option may apply? You may also review our pages on Currently Not Collectible, Offer in Compromise, IRS Payment Plans, and Bank Levy Assistance.
Why Contact Lynx Tax Advisors?
Experience
Former IRS professionals with experience across collections, taxpayer service, examination support, identity theft resolution, and leadership.
Strategy
We focus on facts, risk assessment, procedural review, and realistic resolution planning.
Communication
Clear explanations, documented recommendations, and professional guidance throughout the process.
Learn more about our approach: About Lynx Tax Advisors | Meet the Team | Frequently Asked Questions
Ready to Understand Your Options?
Whether your IRS issue is recent or years in the making, informed decisions start with clear information.
Schedule a ConsultationThis page is provided for general educational purposes only. It is not legal or tax advice and should not be relied upon for any specific taxpayer situation. Lynx Tax Advisors is a private tax representation firm and is not affiliated with the Internal Revenue Service or any government agency.