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What to Expect During Your Free Tax Consultation

 

Your free consultation with Valoria Consulting is the first step toward resolving your tax issue. During this call, a dedicated Valoria Advisor will review your situation, answer your questions, and determine whether you may qualify for relief options such as installment agreements, penalty abatement, or the IRS Fresh Start Program.

 

We’ll ask about:

 

• Your total tax debt (federal and/or state)

• Monthly income and essential living expenses

• Any major assets, like a vehicle or home

 

Your Valoria Advisor is here to clarify your notice, explain your options, and outline how our team may be able to help. This 30-minute call is structured into three key parts:

 

1. Your Story — You’ll have a chance to explain how the debt came about so we understand the full context.

2. Eligibility Review — We’ll ask specific questions to assess whether you may qualify for tax relief.

3. Strategic Options — We’ll outline your potential paths forward and next steps if you choose to move forward with Valoria.

 

If we determine you’re not a good fit for our services, we’ll be honest—and we’ll try to point you in the right direction.

 

 

What Happens If You Decide to Move Forward

 

If you choose to work with Valoria, here’s what our process typically looks like:

 

• Discovery & Strategy — We pull your IRS transcripts, assess your financials, and develop a custom strategy based on your situation.

• Review & Planning Call — You’ll meet with us to review your options and decide on a path forward.

• Documentation & Submission — We prepare your case and submit the necessary paperwork to the IRS or Franchise Tax Board on your behalf.

• Resolution & Compliance — Once your case is resolved, we help you stay compliant to avoid future tax issues, offering tools and guidance to keep your records in good standing.

• ​​A licensed CPA is involved in every case strategy and resolution plan to ensure accuracy and compliance.