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Tell me what's arrived in the mail

A sentence or two is enough: what the letter is about, and the date on it. I'll reply to set up a first meeting.

HoursMonday to Friday, 9am to 5:30pm

Please leave out Social Security numbers, account numbers and tax documents. Sending this note doesn't make me your lawyer.

Before a first meeting

What should I bring to a first meeting?

Every letter you've had from the IRS or the state, the envelopes if you still have them, and your last filed return. Bring them to the meeting; don't send them through the site.

How long is a first meeting?

About an hour. You'll leave knowing what the letters mean, what I'd do and what it would cost.

Can my accountant join?

Yes, and it often helps. They can join in person or by video.