Help & Support
1
What services do you provide?
Trailhead Tax & Financial provides tax preparation, IRS representation, and assistance with back tax returns for individuals and small businesses.
2
Do you offer free consultations?
Yes. We offer a free 15-minute consultation to understand your situation and determine next steps.
3
What happens after the consultation?
If additional work is needed, we typically begin with a paid analysis, which includes reviewing IRS records and outlining a clear strategy moving forward.
4
Do you work with the IRS on my behalf?
Yes. As a former Internal Revenue Service Revenue Officer, we can represent you before the IRS and handle communications directly once authorization is in place.
5
Can you help if I have unfiled tax returns?
Yes. We assist clients in getting caught up on prior-year returns and becoming compliant.
6
How much do your services cost?
Costs vary depending on the complexity of your situation. After an initial consultation, we provide clear pricing before any work begins.