top of page
Meditating in Mountains

Get Peace of Mind TODAY!

Let us deal with the IRS for you

Our tax representation & resolution services are designed to provide you with peace of mind and a clear path to financial stability

 

We specialize in negotiating with the IRS to resolve your tax issues quickly and efficiently

 

Whether you owe back taxes, are facing an audit, or need help with a complex tax situation, our team is ready to assist you every step of the way

Tax Representation & Resolution Process

Dealing with the IRS is not a quick and easy process. This 4-step process may take 9+ months to complete, and we handle EVERYTHING for you!

​

Once you become a client, you no longer have to speak with the IRS... In fact, we specifically advise you not to speak to the IRS, we are now your voice!

01

Initial Consultation - FREE!

We'll listen and get an understanding of your unique situation and determine if we are a good fit for you.

​

Once you become a client, if the IRS wants any information or to speak with you, they will have to go through us.

02

Evaluation & Analysis Phase

Involves uncovering the full picture of your tax situation. Many clients come with specific tax problems, but often, the issues run deeper than they realize. This is why the Evalution & Analysis phase is crucial. During this comprehensive review, we meticulously examine your tax history to identify not only the problems you're aware of, but also any hidden issues that could impact your financial future. We also conduct a detailed review of your current financial position—including income, expenses, assets, and debts—to determine which resolution strategies you may qualify for.

​

This is where we provide a detailed case report that includes a compliance summary & recommended plan (based on options below) for resolving your specific tax problem and next steps if you choose to move forward.

03

Compliance Phase

Ensuring compliance with the IRS is a crucial step towards resolving your tax issues and preventing future problems. This may involve filing past due returns, updating withholdings, or addressing any other compliance-related matters.

 

It's an essential step for many, though not required for all clients.

​

The IRS will not consider any resolution options without current compliance.

04

Representation & Resolution Phase

We take action to settle your tax issues with the IRS, aiming for the most favorable outcome possible. We work directly with the IRS on your behalf, so you don't have to speak or meet with them.

​

Our goal in the Resolution Phase is to finalize a plan that resolves your tax issues in the most efficient and beneficial way possible, giving you the relief and financial stability you need.

Tax Representation & Resolution Options

We aim for the most favorable outcome possible by representing you and negotiating with the IRS on your behalf, working to reduce tax debts, prevent property seizures and wage garnishments, and minimize penalties and interest.
​
The options are never a one-size-fits-all.  Our Evaluation & Analysis phase determines which options that you potentially qualify for.

WAGE GARNISHMENTS & LEVIES

Negotiate with the IRS to stop wage garnishments and levies, ensuring that your income is protected, and you have the financial means to cover your living expenses

OFFER IN COMPROMISE (OIC)

Allows you to settle your tax debt for less than the full amount owed if you meet certain qualifications

INSTALLMENT AGREEMENTS

Payment plans allow you to pay your tax debt in manageable monthly payments that may result in partial-pay agreements; which acknowledge your inability to pay the full amount due, providing a more manageable solution based on your financial situation. 

CURRENTLY NOT COLLECTABLE (CNC)

If you are experiencing a financial hardship, the CNC status temporarily halts IRS collections until your financial situation improves

PENALTY ABATEMENT

We work to reduce or eliminate tax penalties, helping you save money and relieve your financial burden

INNOCENT & INJURED SPOUSE RELIEF

If your spouse or former spouse's tax issues are affecting you, we can help you seek Innocent & Injured Spouse Relief, protecting you from joint tax liability and ensuring fair treatment

TAX LIEN DISCHARGES

Negotiate with the IRS to prevent or remove tax liens placed on your property, safeguarding your assets and credit rating from the impact of unpaid tax debt

AUDIT ASSISTANCE

Facing an IRS audit?  We provide comprehensive audit assistance, helping you navigate the process without having to speak to the IRS

UNFILED TAX RETURNS

We help you prepare and file past due tax returns promptly, bringing you back into compliance with the IRS and avoiding further penalties and interest.

In turn, we can then assist with requestion installment agreements based on your monthly income.

PASSPORT REVOCATION RELIEF

We assist in resolving your tax issues to prevent or lift passport revocation, ensuring you can maintain your ability to travel internationally. Our team works swiftly to negotiate with the IRS and address the underlying tax debt, helping you avoid travel restrictions and regain your freedom to travel.

bottom of page