Free Consultation:Use our Live Support / Facebook Messenger or our Contact Us form on your right. Your case will then be evaluated by our Enrolled Agents within 24-48 hrs.
Tax Analysis Review (TAR): We contact the IRS/State to obtain your account records and transcripts. We confirm the balance owed, collection statute dates, substitute filings and any unfilled tax years. Based on this information we will determine the best course of action for your case.
Compliance: In order for your tax account to be resolved you must be in compliant with tax filings and current with your tax with holdings. If there is a Substitute For Return (SFR) filed by the IRS or State or an unfilled tax year we will file said returns to show your true balance. Sometimes, this is all it takes to resolve your account. If you are self-employed you must have estimated tax payments for the current year and wage earner must have the correct with holdings on their pay. We will assist in determining what the estimated tax or the withholding amount should be. You also need to maintain 5 years of compliance, if you are not a part of our “taxes for life” program please ask your Case Manager about it.
Tax Negotiation: Whether it’s IRS or State tax debt our staff of Enrolled Agents and Tax Attorneys have over 50 years of experience in negotiating with the IRS and all 50 States. The States in general, are much more difficult and more aggressive in their collection actions than IRS. Our experts will represent and fight for you to reach the most advantageous resolution for your account.
Resolution: Your Case Manager and Tax Professional will collect financial information from you to prepare and submit your account to the appropriate revenue agency to resolve your balances. In some cases you will be required to provide 6-12 months of supporting documents to support your case. The negotiation process could take anywhere from 1-3 months up to a year or more, depending on the complexity of your case and/or the agency. Don’t let this process deters you from seeing it through. Our Case Manager and Tax Professionals are with you every step of the way.