Everything We Do for the Taxpayer, the Business, and the Global Family.
From penalty abatement to Tax Court litigation, from tax preparation to Private Letter Ruling requests, from FBAR compliance to Offer in Compromise — we handle the full range of US tax controversy, planning, and cross-border work. If you're wondering whether we handle your situation, the answer is almost certainly yes.
What We Handle.
Our practice spans tax controversy, international and cross-border work, debt resolution, and ongoing planning. Some clients come to us with an active IRS problem. Some come to us to prevent one. Some come to us because their situation is complex enough that no other firm they've consulted has the full range. If you're a referring attorney, CPA, or advisor, this page tells you the scope of what we handle so you can send clients with confidence.
Tax Controversy and Dispute Resolution
For taxpayers with an active IRS problem — audits, appeals, litigation, penalty disputes.
- ✓IRS audit defense
- ✓Audit reconsideration
- ✓Claims for refund
- ✓Tax litigation in United States Tax Court
- ✓Tax litigation in Federal Court (Court of Federal Claims and District Court)
- ✓IRS Appeals representation
- ✓Penalty abatement (all types)
- ✓Innocent spouse relief
International and Cross-Border Tax
For global families, expats, foreign nationals, and US businesses with international operations.
- ✓Tax preparation for global families and US business owners with international operations
- ✓FBAR compliance, filing, and defense
- ✓FATCA compliance and defense
- ✓Streamlined Filing Compliance Procedures (domestic and foreign)
- ✓Foreign information return filing (Forms 5471, 5472, 8865, 8938, 3520, 3520-A, and related)
- ✓Penalty abatement for all foreign information return failures (5471, 5472, 8865, 8938, 3520, 3520-A) — including 5472 penalties assessed against non-US persons unfamiliar with the US tax system
- ✓Expatriation and exit tax planning
- ✓Substantial presence and treaty position analysis
Debt Resolution and Collection Defense
For taxpayers with an outstanding IRS balance and active or imminent collection action.
- ✓Offer in Compromise
- ✓Installment agreements (all types)
- ✓Currently Not Collectible (CNC) status
- ✓IRS lien defense, release, and withdrawal
- ✓IRS passport revocation and denial defense (§7345 matters)
- ✓Streamlined disclosure penalty disputes
- ✓Levy release and wage garnishment resolution
Tax Planning, Advisory, and Business Services
For clients who want ongoing strategic tax work, not just a one-time problem to solve.
- ✓Tax return preparation for individuals and businesses — including international capabilities for global families
- ✓Year-round advisory relationships
- ✓Business entity structuring
- ✓Asset protection strategy
- ✓Estate and Succession Tax Advisory — as strategic tax quarterback, coordinating with your estate planning attorney to build a plan that is tax-efficient across generations and jurisdictions
- ✓Private Letter Ruling requests
Which Service Is Right for You?
Every engagement starts with one of three tiers, depending on how much you already know about your situation and how deep you need us to go. Each tier is a fixed-fee, fixed-scope deliverable — not an open-ended hourly retainer.
All three tiers fully apply as credit toward the next tier if you decide to go deeper. Start where your situation actually is — you can always upgrade later without paying twice for the same work.
TTI Express
Also known as Get Dollars Back™ — fast, low-cost verification of what the IRS already owes you or has miscalculated against you.
TTI Express is our entry-level diagnostic. It's built for taxpayers who suspect there's money on the table — an overlooked credit, a miscalculated balance, a refund that never got processed — and want a fast, affordable way to find out for certain before committing to anything bigger.
- ✓IRS transcript pull and analysis — we obtain and review your official IRS account, wage, and return transcripts directly from the source.
- ✓Discrepancy identification — we compare what the IRS shows against what should have been assessed, credited, or refunded.
- ✓Plain-English findings report — a written summary of what we found and what it means for you.
- ✓Next-step recommendation — a clear recommendation on whether further action, and which tier, makes sense.
Who this is for: Taxpayers who want a quick, low-cost gut check before committing to a deeper engagement — straightforward situations without significant international, business, or litigation complexity. Typical turnaround: 5-7 business days.
What this doesn't include: Strategic legal analysis of your case under current law (that's IRSMedic Reality Check™, part of TTI Standard). Forensic analysis of the IRS's internal handling of your case (that's Case Command™, part of the TTI Case Command Report). Representation before the IRS or in court.
Order TTI Express →Your TTI Express Fee Applies Directly to Premium Tax Preparation.
Many of our clients start with TTI Express, then move straight into Premium Tax Preparation — and the full $680 is credited toward that engagement. In practice, the diagnostic that got them there was effectively free.
Premium Tax Preparation is priced simply: your flat-fee tax preparation cost, plus a transparent 30% add-on. We quote everything as a flat fee up front — see our fees FAQ below for the full schedule and a calculator.
- ✓Case monitoring — we keep an active eye on your IRS account year-round, not just at filing time.
- ✓Audit protection — if a return we prepare gets flagged, we're already positioned to defend it.
- ✓Priority response — move to the front of the line whenever you have a question or a notice arrives.
- ✓Calls throughout the year — ongoing access to your team, not a once-a-year conversation.
Especially popular with global entrepreneurs and international families, where the complexity of the return makes year-round monitoring and audit protection worth far more than the add-on cost.
TTI Standard
Total Tax Intelligence Report — Powered by IRSMedic Reality Check™.
TTI Standard goes beyond verification. Using IRSMedic Reality Check™, our proprietary strategic framework, we analyze how current law applies to your specific facts and identify what has changed in your favor — openings the IRS may not volunteer and your prior advisors may not have caught.
- ✓Everything in TTI Express (Get Dollars Back™) — full transcript pull, discrepancy analysis, and findings report.
- ✓IRSMedic Reality Check analysis — a full strategic review of how current law, regulations, and recent developments apply to your specific situation.
- ✓Written legal and strategic findings — a detailed report identifying opportunities, risks, and exposure specific to your case.
- ✓Action plan — a prioritized roadmap of what to do next, whether with us or on your own.
Who this is for: Taxpayers or businesses with a more complex situation — international elements, multiple tax years, prior notices, or enough at stake that a surface-level check isn't sufficient. Typical turnaround: 2-3 weeks.
What this doesn't include: Forensic analysis of the IRS's own internal file and procedural history (that's Case Command™, part of the TTI Case Command Report). Representation before the IRS or in court.
Order TTI Standard →TTI Case Command Report
Powered by IRSMedic Reality Check™ + Case Command™.
The TTI Case Command Report is our most comprehensive diagnostic. It combines IRSMedic Reality Check™'s legal and strategic analysis with Case Command™, our patented forensic platform that maps the IRS's own record of your case, silo by silo, to surface procedural failures, missed deadlines, and leverage points the IRS's own file reveals. Because this typically requires filing and awaiting a Freedom of Information Act (FOIA) request to obtain the IRS's internal case file, delivery generally takes about 3 months.
- ✓Everything in TTI Standard — full IRSMedic Reality Check analysis, written findings, and action plan.
- ✓Case Command forensic file mapping — a systematic reconstruction of how the IRS has actually handled your case across every silo and system of record, built from your FOIA-obtained file.
- ✓Procedural failure and leverage identification — specific instances where the IRS's own record shows errors, missed deadlines, or process failures that work in your favor.
- ✓Comprehensive case strategy report — combining what the law allows with what the IRS's own file shows, mapped into a single strategic recommendation.
Who this is for: Taxpayers and businesses with high-stakes, high-complexity matters — large balances, multi-year audits, international exposure, or cases where prior representation has stalled. Typical turnaround: approximately 3 months, due to FOIA processing time.
What this doesn't include: Representation before the IRS or in court (available separately once the report is complete).
Order the TTI Case Command Report →Side-by-Side Comparison
| Feature | TTI Express $680 | TTI Standard $1,800 | TTI Case Command Report $4,800 |
|---|---|---|---|
| IRS transcript pull and analysis | ✓ | ✓ | ✓ |
| Discrepancy identification | ✓ | ✓ | ✓ |
| Plain-English findings report | ✓ | ✓ | ✓ |
| IRSMedic Reality Check™ legal analysis | – | ✓ | ✓ |
| Written strategic action plan | – | ✓ | ✓ |
| Case Command™ forensic file mapping (FOIA-based) | – | – | ✓ |
| Procedural failure & leverage identification | – | – | ✓ |
| Comprehensive case strategy report | – | – | ✓ |
| Typical turnaround | 5-7 business days | 2-3 weeks | ~3 months |
| Applies as credit toward next tier | ✓ | ✓ | n/a |
Common Questions
What's the difference between IRSMedic Reality Check™ and Case Command™?
IRSMedic Reality Check™ is our proprietary strategic framework — it analyzes how current law applies to your situation and identifies what has changed in your favor. Case Command™ is our patented forensic platform — it maps the IRS's own record against your case, silo-by-silo, and surfaces procedural failures and leverage points inside the IRS's handling of you. Reality Check answers "what does the current law make possible for you." Case Command answers "what does the IRS's own record show about your specific case." TTI Standard uses Reality Check. The TTI Case Command Report uses both.
Do I need a full engagement after the report?
Not necessarily. Many clients use the report to make an informed decision about handling their situation themselves, working with their existing CPA, or deciding whether to engage us for representation. The report is a diagnostic — what you do with it is your call. If you do want us to represent you, the report becomes the foundation of the engagement and you don't pay for the diagnostic work twice.
Is pricing the same for individuals and entities?
Yes. Same tier, same price, whether you're an individual or an entity. The scope of the work adjusts to your situation — an entity engagement inherently involves more transcripts and more analysis than an individual matter — but we don't charge more for it.
How long does each tier take?
TTI Express typically takes 5-7 business days. TTI Standard typically takes 2-3 weeks. The TTI Case Command Report typically takes about 3 months, because it usually requires filing and awaiting a Freedom of Information Act (FOIA) request to obtain the IRS's complete internal case file before we can map it.
Can I start with TTI Express and upgrade later?
Yes. If TTI Express shows that your situation is more involved than a simple discrepancy, the full $680 applies as credit toward TTI Standard or the TTI Case Command Report — you never pay twice for the same underlying work.
What are your Standard Tax Resolution fees?
We believe in transparent, flat-fee pricing for audit and resolution work. Here is our current flat-fee schedule (current as of May 2026). This does not include accounting or bookkeeping fees, which are billed separately and can vary and be substantial depending on the condition of your records.
| Service | Fee |
|---|---|
| Audit Representation or Audit Reconsideration — Individual | $4,500 per year |
| Audit Representation or Audit Reconsideration — Business | $6,000 per year |
| Offer in Compromise — under $50k | $6,750 |
| Offer in Compromise — $50k-$100k | $9,500 |
| Offer in Compromise — $100k-$300k | $14,000 |
| Offer in Compromise — over $300k | 4.5% of debt |
| Installment Agreement — under $25k | $1,400 |
| Installment Agreement — $25k-$50k | $2,800 |
| Installment Agreement — $50k-$200k | $3,950 |
| Installment Agreement — over $200k | 1.75% of debt |
| Penalty Abatement — under $50k | $1,700 |
| Penalty Abatement — $50k-$100k | $3,400 |
| Penalty Abatement — over $100k | $7,850 |
| Innocent Spouse — under $50k | $6,750 |
| Innocent Spouse — $50k-$100k | $10,000 |
| Innocent Spouse — over $100k | $13,500 |
| Lien release | $2,800 |
| Levy release | $2,800 |
| Appeal of any adverse action | $3,400 |
| Collection Due Process Hearing | $3,400 |
| 1040 audit, no foreign income/assets | $5,000 per year |
| 1040 audit, with foreign income/assets | $7,850 per year |
| Business audit, no foreign income | $9,000 per year |
| Business audit, with foreign income | $13,500 per year |
Fees above do not include accounting or bookkeeping services, which are billed separately based on the condition and complexity of your records.
What are your Premium Tax Preparation fees?
Premium Tax Preparation is priced as your flat-fee tax preparation cost plus a transparent 30% add-on — there are no hourly surprises. If you start with TTI Express first, the $680 fee is credited toward your Premium Tax Preparation engagement. Premium includes year-round case monitoring, audit protection, priority response, and calls throughout the year. Use the calculator below to estimate your fee — check off the forms and schedules that apply to your return.
Estimate only, assuming full financials are provided by the client. Final pricing is confirmed once we review your actual documents.
What Our Clients Say
Start where your situation actually is.
You can always go deeper. Every tier applies as credit toward the next.