Protection & Setup
We move quickly to initiate a stay of enforcement, request collection relief where appropriate, gather IRS/state records, and craft a strategic plan to resolve your tax problems while keeping you protected.
Once you’ve engaged our professional services, we move quickly to contact the IRS/state so they know you’re now represented by knowledgeable professionals.
We negotiate a stay of enforcement actions to keep your assets protected and request detailed account transcripts to get to the bottom of what’s really going on with your file; IRS transcript results typically return within 1 business day. We’ll map any upcoming deadlines and begin making informed choices on how to best resolve your liability.
Investigation & Strategy
We analyze all claimed outstanding balances for accuracy, breakdown penalties, interest, collection statutes, and compliance gaps. We analyze your file for any discrepancies or errors that the taxing authorities may have missed.
We then recommend the best path: Installment Agreement (including Partial Pay), Offer in Compromise, Penalty Relief, Currently Not Collectible (CNC), or a state program. You’ll get a comprehensive, plain-English breakdown of the plan with documents and milestones.
Resolution & Compliance
We implement the plan, negotiate with the agency, file any required back tax returns, and provide guidance to stay compliant. No guaranteed outcomes, results depend on eligibility, documentation, and agency review, but you’ll always know where things stand.