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Our Process

rosefelt tax law free case review

Step 1:
Free Case Review

If you are experiencing a serious tax problem, call us today to see if you qualify for a free case review. A member of our team will confidentially discuss your case to determine how best we can assist you. If appropriate, we will discuss representation options to assist you and on board you as a client of the firm.

investigation-evaluation

Step 2:
Investigation & Evaluation

Once you engage our firm, your case is assigned to an experienced Tax Attorney who will be responsible for your case. Your tax attorney will conduct a detailed investigation and evaluation of your case to determine all of your realistic options for resolving your unique tax problem. This phase typically takes a couple days to several weeks, depending on the complexity of your case. We will request required information and documentation and will keep you updated throughout the process. During one or more review meetings with your tax attorney, we will discuss your goals and you will be advised of our findings and recommendations so you can make an informed decision on how to resolve your tax issues.

resolution

Step 3:
Resolution

During the Resolution phase of your case, your tax attorney will proceed with the work on your case. As your case commences, we advocate on behalf of our clients to secure the best possible resolution outcome.  We will identify and consider your specific goals throughout the resolution phase and provide detailed updates as the work is completed.

freedom

Step 4:
Path to Freedom

The final step in your case is execution of your tax resolution plan which will help you achieve freedom from your tax related problems. Upon implementation and/or completion of your resolution plan, your case is closed and your attorney will advise you of how to stay compliant in the future. We strive to provide the tools and information necessary for you to avoid future tax related issues.