About Us

About Us

We are Lifeline Tax Solutions and honored that you are taking the time to learn more about us!

Cary and Matthew started the company because they believe that no one should have to deal with IRS alone, regardless of their financial situation. Most tax resolution companies charge so much that the people who really need help can't afford it. We aim to change that!

Why Choose Us?

  • Most companies don't have attorneys on staff. We do and they will be directly assigned to your case!
  • We are a proud Veteran Owned Company!
  • Our resolution team has resolved over 12,000 cases in the past 9 years.
  • Not every situation requires a tax attorney to resolve. Maybe you just need a little advice. We're happy to point you in the right direction!
  • Your tax consultant is the owner, not a sales person!
  • We don't spend millions of dollars every year in advertising. Those savings are passed on to you! We will not let money be the reason why you don't get help.
  • We're a small company. Your case isn't going to get passed from person to person and get lost in the shuffle.

Questions To Ask Before Hiring A Tax Attorney or Tax Resolution Company

How long have you been in business?

Just because a company may have been recently established doesn’t indicate that it can’t help you, but the stakes are often very high in matters related to unpaid taxes. When every dollar counts and your financial future may be in jeopardy, it’s best to choose a tax law company with deep experience in tax resolution. At Lifeline Tax Solutions, our professionals have a combined 27 years of experience and have resolved more than $225 million in tax liability for our clients.

How much of your practice focuses on tax issues?

Companies that have many areas of practice may handle tax resolution cases as more of a sideline than a primary focus. At Lifeline Tax Solutions, we focus our expertise on tax resolution and specialize in IRS payment plans, audit representation, FBAR cases, wage garnishment, tax lien removal, and other areas that center on achieving affordable tax resolutions for our clients.

Who in your company will work on my case?

You want to ensure that your case will not be delegated to someone in the company who does not have the experience you need. Ask the person you meet in your initial consultation who will manage your case, then ask if that person has the proper credentials and solid experience handling cases such as yours. You should also ask for specific information on the company’s staff, such as the number of attorneys it has and whether it has accounting experts and enrolled agents on its team. Remember: You need legal counsel first and foremost as you seek resolution.

How do you bill your clients?

It’s critical that you understand a tax resolution companies fee structure before you choose it to represent you. You will need to ask:

  • Do you will by the hour? If so, what is the rate?
  • Do you charge a flat fee? If so, what is included?
  • Will there be charges for administrative support?
  • Is a retainer required? Is it refundable?

How often can I expect to hear from you?

Ask how quickly phone calls are returned or emails responded to (it should not be more than 24 hours) and how often you may need to meet with the attorney. Also, ask if the company’s staff prefers to communicate via phone or email.

Will you provide references?

A reputable company should not hesitate to provide you with contact information for past or current clients who have agreed to be available as references. In addition to client references, you should also go online and search for reviews that current or prior clients have posted.

Do you have experience with my type of business?

Business tax and payroll tax issues can be highly complex and have long-term ramifications. If your unpaid taxes or tax audit is related to a business you own, ask if the company has experience with clients who are in your industry or clients whose business operates in a similar manner. Each industry has its own set of regulations and laws, so a tax attorney who is familiar with your type of business may be better equipped to navigate your unique tax situation.