Generally, a case review is with a senior tax consultant and/or tax professional. During the case review, one of our tax professionals will ask you questions in order to get a better understanding of your personal or business tax problems. Our tax professionals will then provide you realistic expectations as to what your possible options are as well provide you an overview of how our services work. Moreover, you will get a better understand of our flat-fee pricing and the corresponding potential fees. The case review is confidential, and you are under no obligation to utilize our services.