Questions about working with LTA

The complimentary 20-minute, audio-only call covers your IRS concerns, any deadlines, and whether LTA may be a fit. We discuss a practical next step. It is an initial conversation, not a full review of your tax records or a complete case strategy.

No. Scheduling a consultation does not obligate you to hire us or sign a larger engagement. You can consider the next step before deciding. Any paid work and fees are agreed separately. Read The Lynx Difference.

You work with LTA’s tax professionals, with personal Enrolled Agent involvement appropriate to your case. Before paid work begins, we explain who is responsible for your matter and how the team will support research, documents, and communication. Meet the LTA team.

1. Start with a free consultation — Tell us what’s happening and determine whether LTA can help.
2. Understand the problem first — When investigation is needed, we gather the facts and develop the strategy before recommending a solution.
3. Decide how to move forward — We explain the next steps and options so you can decide whether to continue with LTA.

Any paid work has an agreed written scope and fees before it begins.

A balance due alone does not tell us which options fit. Once engaged for the review, we examine IRS records, missing returns, payment compliance, collection activity, and your finances. That lets us explain realistic options and tradeoffs before recommending a path.

Keep recent IRS notices and correspondence nearby, including any deadline or Revenue Officer contact details. Be ready to describe the problem and any missing returns. You do not need to upload documents before scheduling unless we specifically request them.

Once engaged and properly authorized, LTA can handle IRS communication for the matters covered by your agreement. You still need to provide information and respond to our requests. The IRS may sometimes require your direct participation; we explain when that applies.

LTA handles Revenue Officer cases. Tell us about the assignment and any deadline, and keep the officer’s letters and contact details available. We assess the next step based on the case facts. A consultation alone does not pause IRS deadlines. Learn about Revenue Officer representation.

You can speak with us before all missing returns are filed. We help identify filing needs and discuss the work required. Most IRS payment plans and relief options require filing compliance, so missing returns can affect the path forward. See unfiled-return assistance.

The initial 20-minute consultation is free. Fees for paid services depend on the agreed work. Before you commit, we identify the scope, fees, and responsibilities in writing. Where appropriate, investigation and resolution are separate phases, with the next stage’s scope and fees discussed before you decide to continue.

No. Results depend on your facts, documentation, eligibility, and applicable IRS rules. Hiring LTA does not automatically stop collection activity or guarantee that the IRS will reduce your debt. We explain realistic options and their limits.