How We Operate

We work exclusively in writing. Here is why.

THE TAX CUTTERY operates completely asynchronously. We don't do phone tag, verbal estimates, or rushed consultations. Engagement opens when you send your documents, and we respond with a concrete, written plan. When dealing with the IRS, your greatest asset is a flawless paper trail. Communicating entirely in writing isn't a limitation — it's how a serious tax practice ensures accuracy, accountability, and absolute precision on your file.

Why written is better

• A written record protects you. Every answer, every number, and every recommendation is in writing — reviewable today and five years from now. Nothing rests on what someone "thought they heard" on a quick call.
• The right person reads your whole file. Nobody is answering your question while distracted between two other calls. The practitioner who picks up your file reads your documents, your notices, and your prior years before a single word goes back to you.
• Zero phone tag. Async removes the game of scheduling, voicemails, and callbacks that wastes weeks of a typical tax engagement. You send; we read; we answer with exactly what you need to know.
• One standard of care, everywhere. Written is the only model that guarantees a client in Melbourne, Florida, and a client in Bozeman, Montana, get the exact same firm, the exact same brain, and the exact same quality.

How an engagement actually opens

1. You start. Type your question in the chat, or send your documents through the Guest Exchange. Tell us what finally had you looking — a letter, unfiled years, a bill, a plan.
2. We read your file. The person who picks it up reads your documents, your notices, and pulls your prior-year transcripts from the IRS so we know where you actually stand.
3. We answer in writing. You get a written plan and a fee — what we'll do, what it costs, how long it takes. No surprises, no verbal estimates that drift.
4. Engagement opens. You approve in writing. Work begins.
5. The work happens. Returns prepared, letters answered, transcripts reconciled — all against your file.
6. Delivery in writing. You receive the finished work and a plain-English summary of what we did and what happens next.

Start now

The fastest way in is the chat below — type your question, or tap the mic and just say it. If you'd rather send documents first, use the Guest Exchange. Either way, we read it and we write back.

Where to go next

• Why virtual — the privacy argument →
• About THE TAX CUTTERY →
• About the founder →