BERKSHIRE EA TAX ADVISORS

Tax Consultations & IRS Case Assessments

Professional tax guidance when you need more than general information. Choose the consultation that best fits your situation and receive clear answers, professional analysis, and actionable next steps.

Choose the Right Consultation for You

From a complimentary introductory call to a comprehensive IRS case assessment, choose the level of professional assistance that fits your needs.

FREE DISCOVERY CALL

$0

15 Minutes

Not sure where to start? Start here.

TAX STRATEGY CONSULTATION

$175

45 Minutes

Professional tax guidance for your specific situation.

IRS NOTICE REVIEW & ACTION PLAN

$225

45 Minutes

Received an IRS notice? Understand it before you respond.

IRS RESOLUTION CASE ASSESSMENT

$350

60 Minutes

For more complex IRS matters that require a deeper case assessment and resolution strategy.

7-Day Service Credit

Retain Berkshire EA Tax Advisors for qualifying services within 7 calendar days, and your paid consultation fee will be credited toward your qualifying engagement.

Clear Action Plan

Receive professional guidance, recommended next steps, and a clear understanding of your available options based on the consultation selected.

Enrolled Agent Expertise

Work with a federally licensed Enrolled Agent for tax planning, IRS representation, tax resolution, and professional tax guidance.

Frequently Asked Questions

What happens after I book a consultation?

After booking, you will receive a confirmation with instructions for your consultation. Please provide any requested documents or information in advance so we can make the best use of your scheduled time.

How do consultations take place?

Consultations are conducted remotely at your scheduled appointment time or in person. Your confirmation will include the information needed to join or receive your consultation.

What should I bring to my consultation?

Please have any relevant tax returns, IRS or state tax notices, correspondence, account transcripts, and other documents related to the matter you would like to discuss.

Is a specific tax outcome guaranteed?

No. Every tax situation is unique. Berkshire EA Tax Advisors cannot guarantee a specific IRS decision, settlement, penalty reduction, refund, tax savings, or other outcome.

What if I need additional help after my consultation?

If additional tax advisory, tax resolution, or IRS representation services are recommended, we will discuss your options and provide a separate scope of services and professional fee quote.

Will my consultation fee be credited toward future services?

Yes. If you retain Berkshire EA Tax Advisors for qualifying services within 7 calendar days of your paid consultation, your consultation fee will be credited toward the qualifying engagement. The credit has no cash value and applies only to qualifying services.

What is your cancellation or rescheduling policy?

Consultation fees are nonrefundable. You may reschedule your appointment one time with at least 24 hours’ notice. Cancellations or rescheduling requests made with less than 24 hours’ notice, missed appointments, or arrivals more than 15 minutes late will result in forfeiture of the consultation fee. A new consultation and payment will be required to book another appointment.

Ready to Get Started?

Choose the consultation that fits your needs and take the first step toward getting the tax guidance you need.