Schedule a Consultation
Last Updated: May 2026
Written by Brandon Lynch, EA | Founder & Managing Member, Lynx Tax Advisors | Former IRS Supervisory Revenue Officer
Use this page to request a consultation with Lynx Tax Advisors. A consultation allows us to better understand your IRS notice, tax debt issue, filing concern, lien, levy, or collection matter before discussing possible next steps.
What to Expect
During the consultation, we may ask about IRS notices, filing history, balances owed, deadlines, income, expenses, assets, and prior collection activity. This helps determine whether options such as an installment agreement, currently not collectible status, penalty relief, offer in compromise, or levy release may need to be reviewed.
Before You Schedule
If you have received an IRS notice, levy notice, lien notice, balance due notice, or other collection letter, please keep it available for the consultation. You do not need to upload documents before scheduling unless requested, but having key information available can help make the discussion more productive.
Secure Communication
Tax matters often involve sensitive personal and financial information. Lynx Tax Advisors uses secure systems for document exchange and case communication when confidential records are needed.
Important Note
Scheduling a consultation does not create an advisor-client relationship. Representation begins only after Lynx Tax Advisors confirms the engagement terms, receives required authorization, and accepts the matter.
This page is provided for general educational purposes and reflects experience with IRS collection procedures and tax resolution matters. It is not legal or tax advice and should not be relied upon for any specific taxpayer situation.
In-Person Consultations
In-person consultations are available by appointment for clients in Visalia and surrounding areas. Most services are handled remotely, but local meetings can be arranged as needed.