We will meet or speak with you and go over your tax situation from start to finish.
This step is important because a clear picture of where you stand often helps reach the root of the problem. Each confidential conversation assists in putting together a working strategy for solving your IRS problem. Without this foundation, nothing else moves forward.
We will prepare a Power of Attorney for you to sign.
This document, once signed, tells the IRS that representation has begun. From that point on, calls from the IRS go to the professional instead of you. The phone stops ringing at your end, and you finally feel at peace.
We will obtain tax transcripts and account transcripts from the IRS.
These IRS transcripts show what the agency has on file under your name. The professional gets his hands on them to analyze and point out inconsistencies, if present, on their end. Sometimes their records miss things, and sometimes they get it wrong. Either way, the expert finds the truth hidden in IRS paperwork.
We will develop the right strategy for solving your IRS problem.
Your situation is not like anyone else's, so using what you told us, we put together a plan. The target is the lowest possible settlement allowed under current tax law, so we weigh every option and look at every usable strategy.
We will send you a simple checklist of what we need from you next.
IRS forms need to be filled out by someone who speaks their language. To make this easy, we send a checklist of attachments that walks you through it step by step. This is to ensure nothing extra is added which could prompt further questioning, and that nothing important gets missed.
We will prepare all forms required by the IRS to resolve your case.
Once your checklist items come back, we start the paperwork. Every form required by the IRS gets careful preparation by the professional. After that, you look them over and sign them while we handle everything in between.
We will negotiate with the IRS to get you the best possible outcome.
With the case built and forms filed, the real work now starts. The expert negotiates with the IRS directly, pushing for the lowest settlement the law allows. This way, you stay out of the back and forth and let the IRS know exactly what's needed, nothing more.
We will walk you through every part of your settlement before closing.
When the IRS makes a decision, we sit down with you. We explain every detail and answer every question fully. Before final closing, we make sure you receive the help you truly need with transparency.
