Smart Tax Resolution

Our Process

Step 1-Initial Consultation

Free

Includes:

Meet and greet with an enrolled agent (EA)
Consult your specific tax matters
List of possible outcomes
Build a game plan to move forward

*Initial Consultation is over the phone or by clicking on the contact us tab.

Step 2-Complete Investigation (Retainer)

Includes:

Power of Attorney (2848)
Filing a stay of enforcement (Immediate Protection)
Initial conversations with IRS revenue officer
Neg. release of lien, levy or garnishment
Client portal access
Client financial survey
Financial analysis
Requesting individual and/or business tax transcripts
Research & review tax transcripts
Presentation of IRS acceptable resolution options

*Complete investigation fee is calculated based on the complexity of each clients case.

Step 3-Initiate Resolution Options

Includes:

Client portal access
Stay of Enforcement (ongoing protection)
Assistance with documents (433's,1120s, etc)
Negotiations with revenue officer or group manager
Collection hearings
Appeal hearings
Set up formal resolution (payment plans, partial pays, penalty abatement, uncollectible status, offer in compromise, settlement, full pay etc)
Signing off on formal resolution
Account monitoring

*Hourly rate is billed at $250.00 after complete investigation.