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 start with a brief conversation to understand your situation and determine if we are a good fit.

  • Overview of your current tax concerns

  • High-level guidance on what may be happening

  • Clear explanation of how the process works

This step is about direction – not deep analysis

02

IRS Tax Resolution Diagnostic – $395

Before taking action, we take a deep dive into your case.

This is where we move from assumptions and facts and build a strategy based on your actual IRS data – not guesswork.

What We Do:

  • Review IRS transcripts and account history

  • Identify balance, penalties, & compliance gaps

  • Analyze your financial position

  • Evaluate potential resolution options

What You Receive:

  • Detailed case report with compliance summary

  • Recommended plan tailored to your situation

  • 1:1 video call with clear explanations of findings

  • Actionable next steps if you choose to move forward

This step ensures we pursue the right solution – not just the fastest one.

03

Compliance Phase – If Needed

The IRS will not consider most resolution options unless you are compliant.

If required, we bring your account up to date by:

  • Filing past-due tax returns

  • Addressing missing or incorrect filings

  • Updating withholding or estimated payments

Not every client needs this step – but for many, it is essential

04

Representation & Resolution Phase

Once your strategy is in place and compliance is complete, we move into execution.

We represent directly with the IRS to pursue the best possible outcome, which may include:

  • Installment Agreements

  • Offer in Compromise (OIC)

  • Currently Not Collectible status

  • Penalty reduction strategies

  • Other resolution options based on your eligibility

Our goal is to resolve your tax situation as efficiently and favorably as possible – while minimizing stress and uncertainty.

What This Means For You

  • You have a clear plan before any action is taken

  • You avoid costly mistakes or choosing the wrong resolution path

  • You have a professional handling IRS communication on our behalf

  • You move forward with confidence – not confusion

Start with clarity. Then move forward with confidence.

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 IRS Tax Resolution Diagnostic 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