Step 1: Consultation
Execute client protection, and start communicating with the IRS to review case resolution options.
Step 2: Investigation
Execute client protection, and start communicating with the IRS to review case resolution options.
Step 3: Resolution
Establish IRS compliance and obtain the best resolution possible.
WHAT WE OFFER
Providing Financial Stability
Preparation
Prepare your forms for you. Send the information, we'll handle the rest.
All Types of Forms Accepted
Help With Reporting All Income
Sensitive Information Protected
Resolution
Help solve back taxes and find ways to reduce or eliminate them completely.
Stop IRS Collections & Wage Garnishments
Settle Debts For Less Than You Owe
Audit Representation
Planning
Maximize your savings with personalized strategies tailored to your income, business structure, and financial goals.
Year Round Support
Retirement & Investment Tax Planning
Code Compliance
Providing Financial Stability
1. FREE Consultation
Discuss your current situation, concerns, and goals. You would also determine if our services are the right fit for your needs.
2. Investigation & Compliance Check
Secure Power of Attorney (POA) to communicate with the IRS or state tax agencies on your behalf. Pull your IRS transcripts to assess the full scope of your tax issue. Identify missing returns, balances owed, and collection status.
3. Return Preparation (if needed)
File any unfiled returns to bring you into compliance and correct any errors on previous filings to ensure accuracy.
4. Financial Analysis
Conduct a detailed review of your income, expenses, assets, and liabilities. Determine which IRS resolution options you qualify for (e.g., Offer in Compromise, Installment Agreement, CNC)
4. Resolution Proposal & Submission To IRS or State
Present a customized relief plan based on your financial profile. Discuss the pros, cons, and expected outcomes of each option. Prepare and file the chosen resolution strategy package. Handle all communication and negotiation with authorities.