Complimentary 20-minute consultation · Audio-only
Let’s discuss your IRS situation
Brandon Lynch, EA
Nearly 20 years of IRS experience, including Revenue Officer and supervisory assignments.
No pressure to hire—at any stage. No gimmick guarantees. We’ll discuss your situation and the appropriate next step. Any paid services and fees are discussed and agreed separately before you commit.
Initial Consultation
A complimentary 20-minute discussion to understand your IRS concerns and determine whether Lynx Tax Advisors is the right fit.
What happens beyond the first call? See The Lynx Difference.
Strategic Case Evaluation
If your situation requires additional investigation after the Initial Consultation, we may recommend a separate Strategic Case Evaluation. This may include reviewing IRS account information, filing compliance, collection activity, financial circumstances, and available resolution options.
Audio-Only Remote Consultation
Initial Consultations are conducted remotely as audio-only meetings. Cameras are disabled, and your confirmation email will provide joining instructions.
Before You Schedule
Keep available any IRS notices, levy notices, lien notices, balance due letters, or recent IRS correspondence. You do not need to upload documents before scheduling unless specifically requested.
What Happens Next?
Your Initial Consultation is the first step. We’ll discuss the IRS issue, identify immediate concerns, and determine whether additional evaluation or representation may be appropriate.
If we mutually decide to move forward, Lynx Tax Advisors will provide the appropriate engagement agreement and next steps. After an engagement begins, we may obtain IRS authorization, review transcripts and documents, analyze your account and financial information, and develop recommendations based on the facts of your case.
Need a different time or prefer email?
If the available appointment times don’t work for you, or you’d rather discuss your situation by email, contact us at info@lynxtaxadvisors.com.
We’ll help you find the next step that works for you.
Updated September 2026
How It Works
Working with LTA is simple as 1–2–3
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, gather the facts and develop the strategy before recommending a solution.
3. Decide how to move forward
Explain the next steps and options so the client decides whether to continue with LTA.