Many Taxpayers Fail To File Tax Returns Because of Circumstances.

We Can Help You Get Your Tax Returns Filed. We’re a staff of tax professionals. Not only do we do tax resolution work, we manage tax preparation for many individual taxpayers and businesses, and in many cases, handle their payroll taxes as well. The point here is that we know how to best prepare tax returns in your favor. We’ll make getting you caught up as stress-free as possible. And we’ll do all the talking to the IRS during the process. 🙂

What happens when you don’t file tax returns?

When you don’t file a tax return, many “not so good” events kick in:

The IRS has unlimited ways to get you to pay by causing you a lot of pain, stress, and sleepless nights.

The IRS doesn’t care about your story, all they want is to get the money they feel you owe them. They’ll use any tactic to get it.

We care about your story and we are here to protect you and shield you from the IRS.

Your first step of protection starts with a FREE phone call to discuss your situation. Then we need to discover all the information the IRS is using against you. If we feel we can help you and you’re ready to put your tax problem behind you, we’ll execute a Power of Attorney (IRS FORM 2848) so we can contact the IRS on your behalf and find out what exactly is going on.

Once an IRS Form 2848 is executed, it tells the IRS that we’ve been retained by you, and from that point on, they’ll communicate directly with us. You don’t have to communicate with them at all…unless you want to! (and we never suggest that)

We’ll propose a best plan of action for you that will get you in compliance with the IRS.

Our Tax Resolution Process

Phase 1: Discovery and Investigation

Step 1: Discovery – A FREE 15-minute call. We’ll ask you a few questions to determine the best way we can help you, so you can decide if we’re the right choice for you.

Step 2: Transcript Investigation – If you want us to help you, the next step is to get your IRS tax transcripts. It’s the information and filing records the IRS is using against you. It’s the foundation for us to develop a resolution plan for your specific situation.

The investigation will also tell us if the IRS considers you compliant or non-compliant. If you’re non-compliant, you cannot negotiate or make any offers to the IRS. We can work with you and the IRS to get you compliant, if that’s needed.

And lastly, we search to find out if the IRS has any open investigations on you that you’re not aware of.

Phase 2: Protection, Resolution Strategy, and Compliance

Step 1: Protection – This means you assign your tax problem to us. By executing a Power of Attorney, it informs the IRS Revenue Agents and Officers assigned to your case, that you’ve assigned us as your fiduciary to handle your situation.

We take over all communication with the IRS at this point. You focus on your day-to-day life. We keep you posted on what’s going on.

Step 2: Resolution Strategy – Having a clear understanding of your status with the IRS, we’ll create a resolution plan and discuss it with you. We’ll know if an Offer in Compromise is possible. There could be a better option. We’ll also know the Statute of Limitation for your situation – in some cases, it’s better to wait things out. You’ll have a clear picture of the outcome, and the cost to get you there.

Step 3: Compliant or Non-Compliant – Being “compliant” means that all tax returns for every tax year are filed and there are no issues. This is the point where, if you are non-compliant, we need to get you compliant. The IRS will not negotiate until you are compliant. This step is required before any offers can be submitted. We’re an IRS-proof CPA firm, we’ll get you compliant.

Phase 3: Resolution, Keeping You Protected, Celebrate

Step 1: Resolution – Once the IRS considers you compliant, we’re able to start negotiating with the IRS and get you the best possible deal. We push until we can’t push any further.

Step 2: Keeping You Protected – Keep in mind, while all this is happening, the Power of Attorney is protecting you as long as you’re meeting your obligations. We’ll continue handling all the IRS letters and calls. We’ll always keep you up to date on what’s going on via email and/or calls.

Step 3: Celebrate – Once we receive a final agreement from the IRS, we want you to celebrate and we’re going to help. You’ll receive a gift from us to get the celebration started.