We work with clients who owe more than $10,000, have unfiled returns, and/or have received an audit notice. Our mission is to help you sleep better at night knowing that your “IRS problem” is being handled professionally and that you will pay the least amount of taxes allowed by law and on terms that fit your budget. Our fees and scope of work are fixed in advance. Full payment is not required in advance. All applicants will not be accepted. We will work only with those that have a better-than-average chance of success.
There are four main steps that we follow to resolve your tax situation:
- Initial Free Consultation – You will be asked to provide all correspondence received from the IRS. We will review your personal financial information to determine if you are a good candidate for success. If acceptable, you will be asked to fill out a power of attorney which enables us to represent you before the IRS. (You never have to talk to an agent.) There is a small amount of paperwork to fill out. A deposit will be required. You will then be asked to gather various documents relating to your case and return them to our office.
- Transcript Review – We will immediately request an account transcript from the IRS to ascertain what they have in your file. We will thoroughly review the transcript for the year(s) in question plus other years before and after the year in which the taxes were assessed. (We usually review five years of transcripts to get a complete picture.) When reviewing the transcripts we will determine if the IRS has made any mistakes as well as determine the best option to resolve your case.
- Submission to IRS – Based on our findings we will assemble a complete presentation to the IRS along with all supporting documents. Our cover letter will lay out our arguments for settlement with supporting tax code references, as needed. You will need to sign some of the forms submitted and, in some cases, be required to submit a small check along with the presentation. The case will be submitted to the appropriate IRS office to commence the resolution process.
- Assignment of IRS Officer and Case Resolution – From this point it is mostly a waiting game. Most cases take between six and eighteen months to resolve. However, in the meantime the IRS will not be able to assert any additional action against you such as demand for payment, garnishments, levies and/or liens. We will meet with the IRS officer assigned to your case, as needed, and keep the pressure on until your case is resolved.
All during this time we will maintain close contact with you regarding progress on your case.