Step 1: Free Consultation
Schedule a confidential, no-obligation consultation with a licensed tax professional. During this 30-minute meeting, we’ll review your IRS notices, financial situation, and discuss potential options to resolve your case.
Step 2: Investigation
We obtain copies of account transcripts, wage and income transcripts, and tax return transcripts from the IRS and your state, if applicable.
Step 3: Compliance
Before the IRS will consider any resolution, you must “be in compliance”, meaning all required tax returns are filed and you’re current on estimated payments or W-2 tax withholding.
Step 4: IRS Negotiation
We’ll prepare and submit a resolution proposal (Offer in Compromise, payment plan, hardship status, etc.) based on your ability to pay.
Step 5: Tax Relief
Congratulations! Once your resolution is finalized, we’ll educate you and offer guidance to avoid future tax issues.