Miami tax resolution · James Baker, CPA
Your tax problem deserves a clear plan.
An IRS notice. An unpaid balance. Years of uncertainty. Start with a professional review of the facts and a written explanation of your next steps.
What you receive in a Case Assessment
Start with your situation
What needs
attention right now?
Different tax problems call for different work. Find your starting point—even if you haven’t received a letter.
Unpaid tax balances
Understand what is owed and whether the issue is accuracy, affordability, or both.
Explore this issueUnfiled tax returns
Identify missing years, gather records, and put current compliance in order.
Explore this issueNotices, liens & levies
Read the document, identify the deadline, and establish what action is needed.
Explore this issueDisputes & penalty questions
Examine proposed changes, account errors, and potential grounds for relief.
Explore this issueBusiness & payroll taxes
Separate the business obligations from questions about individual responsibility.
Explore this issueState tax matters
Identify the agency, jurisdiction, and scope before agreeing the next step.
Explore this issueThe first useful deliverable
A clear picture.
In writing.
The Case Assessment turns scattered notices, records, and questions into a practical decision.
We agree the scope, obtain the relevant records with your authorization, and explain what those records mean for your situation. You receive written findings to consider before deciding about further representation.
Explore the Case AssessmentAn assessment is a separate engagement. Representation requires its own scope and authorization.
Your written decision guide
The account
Tax years, filed and missing returns, balances, penalties, and disputed items.
The priorities
Notices, response dates, collection status, and immediate questions.
The possible paths
Options to examine, financial information needed, and unresolved facts.
The next decision
Recommended sequence, work still required, scope, and proposed fees.
A defined deliverable, not a promised IRS outcome.
How the engagement works
One decision
at a time.
Understand the work and its cost before you authorize the next stage.
- 01 / CONVERSATION
Establish the fit.
Discuss the issue, agency, tax years, and any response deadline. Determine whether a scoped assessment is a useful next step.
Prepare for your call → - 02 / ASSESSMENT
Review the evidence.
Agree an assessment scope and price. Review the records and financial facts, then put the findings and potential paths in writing.
See what is reviewed → - 03 / REPRESENTATION
Choose the next work.
Decide whether to proceed with a separate representation engagement, take direct action, or seek a specialist referral.
Understand scope and fees →
Scope & fees
Know what you’re
paying for.
The assessment and representation are priced separately, against the work each requires.
How our fee structure worksA written proposal should tell you which tax years and issues are included, what you will receive, who is responsible, and what would require additional work.
- Assessment scope and price agreed before work begins.
- Tax preparation, appeals, and other work identified separately where applicable.
- Material changes explained and authorized before additional work.
- No obligation to buy representation after the assessment.
Assessment pricing is provided in writing after the scope is confirmed.
Your notice is a starting point
Which letter
is on your desk?
Find the notice or letter code near the top of the document. Read the explanation without submitting your personal information.
A balance-due notice.
Understand this notice CP504A collection notice requiring attention.
Understand this notice LT11 / 1058Final levy notice and hearing rights.
Understand this notice CP2000A proposed change to your return.
Understand this noticeAlways use the dates and instructions on your actual notice. Scheduling a call does not extend a deadline.
View the notice guide →Our professional standard
You should know
where you stand.
Trust comes from how a matter is handled: clear responsibilities, understandable advice, and a record of what has been agreed.
Meet the practiceA person accountable for the work
Your engagement identifies who handles the matter and how to raise a question.
An explanation you can use
Recommendations connect to the records, the applicable options, and the facts still needed.
Communication agreed at the outset
Know how updates are provided, what to do with new notices, and where to direct a concern.
An honest account of the limits
No manufactured urgency. No guaranteed IRS outcome. The agency decides the result.
Professional help, where it adds value
The right next step
may be a simpler one.
Multiple tax years, uncertain records, an active collection issue, or a disputed amount may justify professional review. A straightforward balance you understand may be manageable directly with the IRS.
We begin by considering what work would add value. Some matters need a different specialist, a taxpayer clinic, or another route.
Explore direct help and other optionsBefore you speak with us
Can you tell me whether I qualify for tax relief?
Eligibility depends on your facts, financial position, compliance, and the rules for the particular option. A consultation helps identify what should be reviewed; it does not establish eligibility.
Does an installment agreement reduce the debt?
An installment agreement generally lets you pay over time. It should not be confused with settling the account for less. Penalties and interest can continue to apply.
Will I have to hire MTR for the next stage?
No. Assessment and representation are separate decisions. The assessment agreement defines the written work you receive and the terms that apply.
Can I send an IRS letter when I book?
Keep it available for the conversation. The current scheduler does not accept attachments. Ask the office to arrange document delivery before sending sensitive records.