Great honeymoon; everything seemed fine at the beginning. This was for a personal "Offer in…read moreCompromise" case. But, when they had a call with the IRS scheduled, the call dropped along with our project and they never called the IRS again. We found out about it through a very nice IRS rep looking into the status of our case. They were very attentive and receptive at the beginning, when asking for money in order to start working on the project. Once we got to this stage of the project, their meeting with the IRS, they abandoned it saying we had to pay more money in order to proceed. I don't recommend working with them.

I run a small East Coast-based consultancy focusing on work behavior change. After a few years of…read morerunning my business, I began to experience severe business financial tax trouble. I found myself facing an enormous MOUNTAIN of tax debt tied to my business. The large tax debt had been the cause of GREAT stress for a while. In 2018, I hired Capstone Consulting to help me straighten out my IRS situation. From the start, the skilled account executives at Capstone began advocating for me with the IRS and my state's tax agents. They helped me create a plan to get my finances on track. As we worked on the tax debt I owed each year, they negotiated with the IRS and my state tax officials to help me enter a more advantageous payment plan year after year. Since partnering with Capstone--especially with Charlotte Putnik (Bozer), Monique McCrimmon, and Peter Haller--I have experienced top-tier professionalism, expertise, and commitment to their clients. From the very beginning, they took the time to thoroughly understand my situation, providing guidance and solutions tailored to my needs. Their team has consistently demonstrated a deep knowledge of tax laws and negotiation strategies, ensuring that I receive the best possible outcomes year after year. They have relentlessly advocated for me and handled complex negotiations with state and federal agencies with skill and precision. Most recently, they achieved a resolution for me that FAR exceeded my expectations, something I could never imagine, let alone have accomplished on my own. This resolution has provided relief (financially, emotionally, and psychologically) that is hard to describe. Monique and Peter's diligence, persistence, and attention to detail turned what seemed to be an insurmountable and stressful situation into a manageable one, giving me much-needed peace of mind. If you are looking for a team that is knowledgeable, responsive, and truly invested in your financial well-being, I highly (without hesitation) recommend Capstone Consulting. They don't just offer tax solutions; they provide relief, confidence, and exceptional service.