Tax Debt Is A Serious Issue
The IRS is the most powerful entity in the Federal Government, and the most aggressive debt collection agency in the world. They can garnish your wages, place liens on your assets, and even draw directly from your accounts. Once they start enforcing tax debt, it can be a painful process that takes years to overcome.
Do Not Talk To The IRS Alone
The IRS prefers you deal with an attorney or a CPA when settling tax matters. Our experienced staff will engage with the IRS on your behalf and get you the best possible outcome to help you move forward.
What If I Already Have a CPA or Tax Professional I Work With?
We do not steal clients from other practitioners. We will gladly work with your current professional to resolve our issues. This enables them to continue working on your day-to-day needs while we focus on your resolution.
OUR PROCESS
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You have to get to know someone first right? We offer a free consultation to talk with one of our resolution specialists to understand what you are currently dealing with. At the end of your consultation, and if selected by us as a “good fit” for our firm, you will be given the opportunity to retain us as your tax representatives. Our initial consultation usually takes about 30 minutes.
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Our initial fee to onboard and conduct our analysis is $2,500. You can start that process by completing our intake form here. Once completed you will receive:
A welcome email
An invoice for the initial fee
An email from Pitbull (our software) inviting you to complete our Client Questionnaire.
Once the initial fee is paid, we will file an authorization with the IRS to pull your IRS transcripts. This is commonly known as IRS form 8821. This allows us to access your IRS records. We will obtain all necessary transcripts and develop our transcript analysis report. Once we deliver the report we will schedule a call with you to go over it and provide you a copy.
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We use a software called Pitbull to handle your case. When you first login to the site from our link, you will be prompted to set up a username and login. You will handle the majority of your case with us through Pitbull. The site includes a secure portal for us to exchange documents. It is not a good idea to email documents that contain sensitive information, so we HIGHLY prefer you use this portal to send us letters and tax returns if necessary. The client questionnaire is very important. The volume of questions you are required to complete depend on your case.
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You will be assigned a case manager who is in charge of your case. ALL of our case managers are licensed professionals and are extremely qualified. Our case managers are attorneys, certified public accountants, or enrolled agents. Together we will develop a phased strategy for resolving your case and will advise you on what steps to take for the most effective resolution. Your case manager is available to you by phone, email, or video chat.
We will go over the total fee arrangement for your case. Our fees is based on the volume of work, and the complexity of your case. Each case is unique, and financial arrangements will be agreed upon. Once you understand and agree with the total cost and payment arrangements, we will send you an engagement letter for you to sign.
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Once the letter is signed and any agreed upon payment has been made, we will obtain and provide to the IRS a power of attorney (form 2848). This will provide you with immediate relief because from this point on, the IRS will be required to contact us instead of you. If an IRS representative should happen to contact you, all you need to do is provide our contact information, including phone number, and politely request that he or she contact us directly.
We will propose a plan of resolution to the IRS that you can live with and see through to acceptance and maintain. We have an excellent IRS settlement track record rate and pride ourselves in obtaining the best (lowest) settlement for you under the law. It is rare, however, that a proposal is accepted right away. Through diligence, persistence, and follow-up, our knowledgeable staff will monitor, provide additional information to the IRS as needed, and negotiate your proposed settlement until a resolution is achieved.
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We will review the final resolution of your case by the IRS to make sure it is as agreed upon. If not, we will insist that it be changed to reflect what was agreed. If the IRS is unwilling to do this, we will advise you as to what your options are for the next step. Finally, you will be advised on what you must do in order to succeed with your resolution and avoid future tax problems.
What we expect from you
Clients who achieve successful resolution of their matters have the following traits in common: They view the relationship with us as a collaborative one. They view this as a “project” that requires cooperation. They follow through, on a TIMELY basis, with our requests for information and documentation. Clients who achieve their stated resolution goals return our phone calls and emails timely, and stay in contact with us throughout the duration of their case.
IRS Compliance
Generally, before any negotiation/settlement will be accepted by the IRS, you must become and remain, a compliant taxpayer. Compliance means that all past due income tax returns must be prepared and filed. Compliance also means you must be “current” on your quarterly estimated tax payments and you must be withholding tax at the correct rate (if a W-2 wage earner). Your case manager is experienced in what must be done to achieve compliance and will advise you accordingly. If you cannot furnish the records necessary to prepare your taxes, we have developed methods, in accordance with IRS regulations, for completing the preparation of tax returns in order to get them filed right away. Please note that in the absences of good records on your part, our methods may not result in the lowest amount of tax legally owed on a return.
Penalty Abatement
Very often our team can have penalty and interest removed from your outstanding balance. If you have penalties assessed on your balance due, we can run an IRS transcript analysis and instantly see how much we can save you.
Ready to Start Today?
Click the button to access our Tax Resolution Intake form to engage us. You’re one click away from never dealing with the IRS again!
Can I settle my tax debt for pennies on the dollar?
In very rare cases, yes this is possible. You will hear radio ads daily broadcasting this victory. However, what they are not telling you is the person likely had only pennies to work with. An offer in compromise is where you negotiate with the IRS a settlement of your tax debt…FOR WHAT YOU CAN AFFORD. The process is more of a mathematical equation and less of a negotiation. We will help you set realistic expectations and negotiate the BEST possible outcome with the IRS.
I got a notice of intent to levy/lien, is it too late?
It is never too late to engage an experienced firm to help bring you into good standing with the IRS. We will work to stop the action immediately, if possible. A notice of a lien, or a levy, is far within the process, but options still remain. But the KEY is to contact the IRS immediately. These notices only go out if you have not responded to the prior letters. If the lien/levy is placed by the IRS, we will develop a plan to get you out from under it.