SCHEDULE A CONSULTATION

Let’s Discuss Your IRS Situation

Whether you’ve received an IRS notice, owe back taxes, have been contacted by an IRS Revenue Officer, or simply want to understand your options, Lynx Tax Advisors is here to help.

Every new client relationship begins with a complimentary 20-minute Initial Consultation.

Initial Consultation

A complimentary 20-minute discussion to understand your IRS concerns and determine whether Lynx Tax Advisors is the right fit.

Strategic Case Evaluation

If additional investigation is appropriate, we may recommend a comprehensive review of your IRS account, compliance history, and available options.

Secure Virtual Meetings

Most consultations are handled remotely using secure technology, allowing us to serve taxpayers throughout California and nationwide.

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?

If additional analysis is appropriate, we may recommend a Strategic Case Evaluation. Once that engagement begins, we may review your questionnaire, analyze information you provide, obtain IRS authorization and account transcripts when authorized, and identify potential resolution strategies before your scheduled consultation.

By the time we meet, we’ve already begun investigating your case.

Important Notice: Scheduling an Initial Consultation does not create a representative-client relationship or representation before the IRS or any state taxing authority. Representation begins only after Lynx Tax Advisors accepts the engagement, required agreements are signed, applicable fees are received, and the scope of representation is established.
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