Bring the checklist.

The free consultation is the interview this guide prepared you for: ask the five questions, get the license number, hear the honest read of your situation - paths and tradeoffs, not a program pitch. The conversation is privileged from the first minute, and "you can handle this yourself" is an answer I give regularly.

Federal tax representation is nationwide - you do not need to be in Florida, Colorado, or Texas to work with the firm.