Tax Resolution - We Can Help!
Don't give the IRS all your money! Our goal for tax resolution is to resolve our clients open debt with the IRS in such a way that minimizes the debt as much as possible.
Our Process
- Initial Phone Consultation
- Engagement Process
- Discovery, Financial Analysis & Evaluation
- Compliance
- Resolution
- Implementation
- Maintenance Process
What you can expect during this Process
Initial Phone Consultation
During this stage we will ask you several questions in order to have a clear understanding of your current situation and determine how we can assist you. You will be asked to make a decision whether you will want to engage our services. Should you choose to engage our services you will go on to the Engagement Process.
During this stage we will ask you several questions in order to have a clear understanding of your current situation and determine how we can assist you. You will be asked to make a decision whether you will want to engage our services. Should you choose to engage our services you will go on to the Engagement Process.
Level One
Engagement Process
You will receive an Engagement Letter which will include Power of Attorney forms. Our Engagement letters will define the objective and scope of work, what you can expect from us and what we expect from you. The Powers of Attorney allows us to contact the taxing Authority on your behalf as well as conduct the Discovery, Analysis and Evaluation. Ready to get started now, sign your Engagement letter to jump start your resolution.
Discovery, Financial Analysis & Evaluation
After we receive your signed Power of Attorney, signed Engagement Letter and Full Payment we will file the POA with the IRS. Once our POA is active we will contact the IRS on your behalf to determine the extent of any collection activities and the necessary measures to achieve tax compliance. We will then commence to conduct the Tax Compliance Status Report and Plan of Action. This process takes approximately 2-3 weeks to complete.
You will receive an Engagement Letter which will include Power of Attorney forms. Our Engagement letters will define the objective and scope of work, what you can expect from us and what we expect from you. The Powers of Attorney allows us to contact the taxing Authority on your behalf as well as conduct the Discovery, Analysis and Evaluation. Ready to get started now, sign your Engagement letter to jump start your resolution.
Discovery, Financial Analysis & Evaluation
After we receive your signed Power of Attorney, signed Engagement Letter and Full Payment we will file the POA with the IRS. Once our POA is active we will contact the IRS on your behalf to determine the extent of any collection activities and the necessary measures to achieve tax compliance. We will then commence to conduct the Tax Compliance Status Report and Plan of Action. This process takes approximately 2-3 weeks to complete.
Plan of Action
Compliance
We will work with you to ensure compliance with the IRS. Before a favorable resolution can be achieved on your account, you must be current with all your filings including estimated payments. It is essential to address all the compliance items in the Tax Compliance Status Report. Modification or Settlement is not possible unless you are currently in compliance. If you have outstanding returns, we will work directly with you to get best tax outcome legally possible.
Resolution
Once in compliance we will analyze your financial information to finalize the best strategy to achieve a positive resolution prior to moving into Level Two. Our analysis determines the best strategies available. We will develop the Level Two Plan of Action, discuss fees and ask for your agreement with the plan. Once all parties are in agreement, we will initiate Level Two and the resolution phase of the Plan of Action.
We will work with you to ensure compliance with the IRS. Before a favorable resolution can be achieved on your account, you must be current with all your filings including estimated payments. It is essential to address all the compliance items in the Tax Compliance Status Report. Modification or Settlement is not possible unless you are currently in compliance. If you have outstanding returns, we will work directly with you to get best tax outcome legally possible.
Resolution
Once in compliance we will analyze your financial information to finalize the best strategy to achieve a positive resolution prior to moving into Level Two. Our analysis determines the best strategies available. We will develop the Level Two Plan of Action, discuss fees and ask for your agreement with the plan. Once all parties are in agreement, we will initiate Level Two and the resolution phase of the Plan of Action.
Level Two
Implementation
We will implement the strategy or strategies either individually or together, based upon the needs of your plan. We will continuously monitor the progress of your plan and provide progress reports. This total time for this process depends on the strategy or combination of strategies implemented and is often the longs part of the tax resolution process.
We will implement the strategy or strategies either individually or together, based upon the needs of your plan. We will continuously monitor the progress of your plan and provide progress reports. This total time for this process depends on the strategy or combination of strategies implemented and is often the longs part of the tax resolution process.
Maintenance Process
Statistically, the likelihood of tax issues will reoccur without proper metrics and monitoring in place. To protect yourself in the future we invite you as our client to remain an ongoing client utilizing our services for individuals and businesses.
Statistically, the likelihood of tax issues will reoccur without proper metrics and monitoring in place. To protect yourself in the future we invite you as our client to remain an ongoing client utilizing our services for individuals and businesses.
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