Schedule Your Advisory Consultation Today

Book a one-on-one consultation with Rebecca Adams, EA, and get expert guidance tailored to your tax and business needs.

What is an advisory phone consultation?

An advisory phone consultation is a one-on-one call designed to provide general guidance, clarity, and strategic insight regarding tax or business-related questions. These consultations help clients understand their options and next steps, but do not include IRS representation or ongoing services unless agreed to in writing separately.

Does an advisory phone consultation create a client relationship?

No. An advisory phone consultation does not create an Enrolled Agent–client relationship and does not include representation before the IRS. A formal client relationship begins only after a written engagement agreement is executed.

Can you represent me before the IRS?

Representation before the IRS is available only to clients who have signed a formal engagement agreement for tax resolution services. Advisory consultations alone do not include IRS representation. As an IRS Enrolled Agent, Rebecca is federally authorized to represent taxpayers in all matters before the IRS. She specializes in tax resolution for individuals and businesses facing complex tax issues but accepts only a limited number of resolution cases each year to ensure the highest level of service and attention.

To determine whether your situation is a good fit for her tax resolution services, we recommend scheduling a one-hour advisory consultation. During this call, Rebecca will review the details of your case, assess your options, and determine whether she has availability and can meaningfully assist you. If she is able to take your case, she will outline the recommended next steps and service options.

Request a Consultation

Contact us today to find the right consultation option and take the first step toward clarity, confidence, and strategic financial guidance.

Custom advisory retainers: Available upon request for ongoing or larger-scale consulting needs. 

Questions? Contact us by email: support@rebeccaadamsllc.com