01 · Tell The Story
Start With What Matters.
Complete the free consultation and continue your secure Genesis file. Already started? Keep using your existing verified access.
DIY Tax Resolution · A Written Plan For Your Situation
YOUR NEXT MOVE.
IN YOUR HANDS.
Understand where you stand. See what comes next. Put your own plan into motion—with a serious tax practice behind the analysis.
You bring the questions and the records. We connect the evidence, explain the findings and give you a personalized written path forward. You decide which steps to handle yourself and where you want separately priced help.
A personalized written deliverable. No live Paul appointment included. No promise of a particular IRS result.
YOUR FACTS. YOUR OPTIONS. YOUR NEXT STEP.ONE FIRM · ONE CONNECTED CLIENT FILE
02 · Connect The Evidence
Understand Your Position.
The firm reviews the relevant information available, separates findings from open questions, and develops your written assessment.
03 · Choose Your Next Move
Act With A Plan.
Work independently with a clearer sequence. If you want the firm to implement a step, agree that work separately.
Choose The Depth You Need
A Clearer Picture.
A Plan You Can Use.
Your Foundation · Your Next Steps
Basic
$999
For understanding your position and taking a supported next step.
- THE TAX CUTTERY® Guide to Federal Income Taxation | Professional Edition, delivered
- One year of THE TAX CUTTERY Letter
- Authorized IRS transcript monitoring and alerts through December 31, 2026
- Comprehensive personalized written memo and DIY next-step plan
Included-book itemization: Guide $299 + package services $700 = $999. Your book delivery is included. Final checkout terms are shown before payment.
More Depth · One Coordinated Assessment
Stand Up To The IRS
$1,776
For a deeper view of the years, the available records and the options worth evaluating.
- THE TAX CUTTERY® Guide to Federal Income Taxation | Professional Edition, delivered
- One year of THE TAX CUTTERY Letter
- Authorized IRS transcript monitoring and alerts through December 31, 2026
- Expanded “What We Would Do” memo and comprehensive DIY kit
- Up to ten years of transcript analysis, subject to records being available
- Settlement/payment-options assessment based on evidence and eligibility
Included-book itemization: Guide $299 + package services $1,477 = $1,776. Your book delivery is included. Final checkout terms are shown before payment.
Already Own The Guide?
Keep Your Copy.
Put The Benefit Toward Your Next Return.
Verified pre-existing Guide owners purchasing either special-value package may choose a $250 credit toward preparation of their 2026 tax return in place of another book.
The package price remains $999 or $1,776. This is not money off the package, a cash refund, a credit for advisory work or prior-year preparation, or a benefit from book ownership alone. You receive the included book or the qualifying preparation credit.
The Written Work
Know The Why.
See The Sequence.
Your memo explains the findings, what remains uncertain, the relevant options and the recommended next actions. The expanded package goes deeper into available transcripts and settlement/payment possibilities, with one coordinated assessment rather than overlapping reports.
Where useful, your plan points you to the Guide, relevant firm articles and videos, and official IRS materials. A professionally reviewed plan helps you decide what to do; it does not guarantee an agency decision.
Look Inside The Guide →Your Choice Continues
Do What You Can.
Choose Help When You Need It.
Doing it yourself successfully is a good outcome. A new deadline, missing evidence or a step outside your comfort level can also be a sensible point to request additional help.
Tax preparation, resolution implementation or representation, payment-plan implementation, audit protection and legal-plan enrollment are separate services. Eligibility, coverage and engagement terms must be confirmed. A live Paul appointment is purchased separately after intake through Tax Advisory.
Explore Tax Advisory →Before You Choose
Questions Worth Asking.
What Is The Difference Between The Two Packages?
Basic provides a comprehensive personalized memo and a DIY next-step plan. Stand Up To The IRS adds analysis of up to ten years of available transcripts, an assessment of settlement/payment options, an expanded What We Would Do memo and a comprehensive DIY kit. Both include the Guide delivered, one year of THE TAX CUTTERY Letter and authorized transcript monitoring through December 31, 2026.
Do I Pay For The Book Again?
No. The physical Guide and its delivery are included in the package price. The firm arranges the included copy; package buyers do not purchase it again through Lulu. The Guide is itemized at $299 within the package, not added on top. An independent book purchase remains $299 plus applicable tax and shipping through the separate storefront.
What If I Already Own The Guide?
Verified pre-existing Guide owners who purchase either qualifying package can choose a $250 credit toward preparation of their 2026 tax return instead of receiving another book. The package remains $999 or $1,776. This is not a package discount, cash refund, advisory credit or prior-year preparation credit. Book ownership alone does not qualify. Receiving the included book and receiving this credit are alternatives.
When Does Transcript Monitoring Begin And End?
Monitoring starts only after the required authorization, IRS access and provider activation are confirmed. This offer covers the remainder of the tax year through December 31, 2026. Paul may extend that term as a courtesy; any extension is recorded with its actual end date. Monitoring supplements IRS mail, does not replace it and does not guarantee real-time alerts or warning before every notice.
What Will My Written Plan Explain?
It connects the evidence available to the firm with your questions, the findings, missing or conflicting information, and a recommended sequence of next actions. The expanded package adds the deeper transcript and settlement/payment-options assessment. Your memo is professionally reviewed. No particular IRS acceptance, settlement or savings is guaranteed.
Is Follow-Up Included?
Written clarification of the delivered assessment will be defined in the package agreement before payment. Follow-up is not unlimited free work. New matters, materially new evidence, implementation and live appointments are separately scoped.
Is A Live Call With Paul Included?
No. The initial consultation is an online, self-guided conversation. Any recorded explanation or written memo is separate from a live appointment. Paul Live is a separately purchased advisory/calendar appointment after the existing intake process.
Will You File My Returns Or Negotiate With The IRS For Me?
These are DIY analysis packages. Tax preparation, representation, settlement or payment-plan implementation, Protection Plus audit protection and legal plans are separate purchases with their own scope, eligibility and terms. Your package payment does not grant IRS representation authority or activate outside coverage.
Must I Buy A Package To Start The Free Consultation?
No. You can begin the free tax consultation without buying a package or the Guide. If you already started consultation or Genesis, use your existing verified access. Your paid work connects to that file rather than asking you to start the organizer again.
Begin With Your Situation
You Do Not Have To Start
With All The Answers.
Start the free consultation. Bring the questions. We will help you identify the information needed to define your next step.
Start Your Free Tax Consultation →