Six questions. Then we review your last two returns for free.
Answer six short questions and we’ll match you to the right engagement package — from Package One ($250/mo) for individual taxpayers up to Package Five ($5,950/mo) for multi-entity CFO advisory.
Then we review your last two filed returns at no cost and tell you exactly what was missed — before you decide anything.
Already an existing client? Skip directly to scheduling →
Have an active IRS problem — lien, levy, back taxes, unfiled returns?
What best describes you?
Choose the option closest to your situation.
What’s your annual income or business revenue?
If you own a business, use business revenue. If not, use household income.
If you own a business, are your books currently in good order?
Reconciled monthly, current, and closed on schedule.
What matters most to you right now?
Choose your top priority.
Do you have an existing IRS or state tax matter?
Existing problems are handled as a separate engagement rather than a monthly package.
When are you looking to engage?
This helps us know how to sequence your free review and consultation.
You’re a strong fit. Here’s your starting package.
Based on your answers, this is where we recommend beginning. Your final scope is set during consultation — you can always move up as your situation develops.
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IRS Resolution is a separate engagement.
Liens, levies, back taxes, unfiled returns, offers in compromise, and installment agreements are driven by history rather than the return we file. They deserve their own scope and their own fee — not a monthly package.
Call directly to scope your matter
Fastest path is a direct call. We’ll ask a few questions, pull your transcripts, and outline the resolution path in the same conversation.
(877) 375-8683Or email aleksey@akaplancpa.com with the notice attached.
Not an active IRS problem?
Our monthly engagement may not be the right fit yet.
Our engagement model is built for taxpayers with active earnings, active decisions to make, or an active business to steward. Based on your answers, you may be better served by our self-serve resources — templates, planners, and tools we use with our own clients — until your situation develops further.
Come back any time. The free review of your last two returns is always available once you’re earning.
Think you should qualify?