This is the flow of doing the job right, the first time.
We will only accept a case and move forward knowing that the potential client(s) is, not only the right fit for us, but that we will achieve the best legal binding agreement that is allowable by law. We will then be able to advise the potential client(s) the cost to engage with their tax case.
In the event that we are unable to represent a potential client(s), the potential client(s) will be advised as to why. We will be forthcoming about this and not waste your time; we will simply part ways as friends. If anyone else advises that they can help, make sure to do your due diligence to ensure you are not being scammed. Practical Tax Solutions will even be happy to review their paperwork for you, as a safety measure.
Practical Tax Solutions, LLC will provide all potential client(s) with a full case investigation after their consultation with the Tax Professional. We will then be able to develop and communicate with all potential client(s) a detailed understanding of their case.
We will get on the phone with the IRS and acquire all the necessary tax data for potential client(s) that allows us the ability to identify the facts of your individual case.
We will conduct a thorough review of a potential client(s) case first. This is done by the legal teams Tax Attorney, Enrolled Agent or CPA to formulate a plan for the potential client(s) case. This is done to ensure a favorable outcome is even possible for the client(s) and that the case is viable.
We will consult with the client and also write a detailed proposal defining the scope and objectives of the case and what the potential client(s) can expect before moving forward with Practical Tax Solutions. In some instances, we will be able to advise the client(s) of proper steps they can take on their own.
If the client(s) choose to proceed; at this point we will be committed to the client, with the understanding that the client(s) will be committed to us and ready to participate with the legal team moving forward and not be distracted by other (less-reputable) companies moving forward. Practical Tax Solutions will then proceed representation on the tax case with the client fully understanding what to expect for their resolution in fixing the tax issue in its entirety.
All potential clients literally have nothing to lose in speaking with our Tax Professionals. All standard Practical Tax Solutions Truths and Disclosures apply, including confidentiality.
