Frequently Asked Questions

FAQs

Frequently Asked Questions

Consultation

The purpose of the consultation is to discuss your tax issues in as much detail as possible and to explain your options for reaching a solution with the IRS. We will ask you what is currently happening and what the IRS is doing to collect from you. We will gather some information from you that will help us determine what caused your tax problem and what your options are in resolving the situation. We will explain your options. If your situation is something you can resolve yourself, we will explain what you need to do. If your situation requires professional assistance, we will explain what you can expect if you hire us and provide you with a quote for our services. Our consultants are professionals and do not engage in sales pitches or high pressure scare tactics.

 

No. If you have a copy of any notices you have received from the IRS it can be helpful, but not required.

 

No, the consultation is free.

 

It varies, but generally you should plan on having about 15-30 minutes available.

 

No, and there is no obligation. At the conclusion of the consultation, the Tax Consultant will e-mail you the information discussed and all of the information you will need to get started. You can review it on your own time and make your decision.

 

Fees

No. The initial consultation and review of your case is always free. If we determine that your situation requires professional help, we will give you a comprehensive quote. You always know the total amount of your fee upfront. There are no hidden charges or add-ons. We believe you should have a complete picture of all the options, before you make any payments.

 

*Our fee is based on the information provided by you in the consultation. Should the scope of services required to resolve your case change as a result of new or revised information, additional charges may apply.

 

 

We understand that most people experiencing IRS issues are already under financial duress, so we tailor payment plans that take those matters into consideration. We never require full payment in advance.

 

Qualifications

Yes, all cases are assigned to a CPA to manage your case.

 

We understand that most people experiencing IRS issues are already under financial duress, so we tailor payment plans that take those matters into consideration. We never require full payment in advance.

 

Privacy

Yes, we have a strict privacy policy. We value our integrity and ethics.

 

No.

 

General

If all necessary documents are provided to us that we ask, we generally can stop a levy or garnishment in 24-48 hrs. If we are missing necessary documents from you, then it will take longer.

 

Depending on your case, there are several options available. We pick the best one that is available to you. We can settle the debt through an Offer in Compromise (OIC). This is an IRS Program under 26 U.S.C. § 7122, which allows the taxpayer to settle their debt for less than what they owe. The 2nd option is an Installment Agreement (IA). We can put you on an affordable monthly plan if you don't qualify for an OIC. The 3rd option is to put you into Currently Non Collectible (CNC) status. The IRS acknowledges that you cannot pay your debt and puts your file aside. There are no garnishments or levies being pursued against you while you are in an OIC or CNC status. The IRS will evaluate your financials every year and if your income has drastically gone up they may take you out of CNC status. Depending on your case, we can also petition for a penalty abatement (PA). We need to show reasonable cause for this petition to be approved. Another option available is amending your tax returns to correct the original errors.

 

There seems to be many people who believe that the IRS rarely ever accepts an Offer in Compromise. Our data and the IRS's own data paint a different picture. Just last year the IRS accepted 40 percent of the offers submitted. We do a thorough case review and look back at our past trends of cases similar to yours that were approved. If we take your case, you can sleep well at night knowing you're a good candidate for an OIC. If you do not qualify, we can move on to the next best option.

 

Yes, we can assist in this and the Trust Fund Recovery Penalties, which is the penalty portion of your payroll taxes.

 

Absolutely. We can handle field, office, and correspondence audits for you. After the audit is over, we will continue to represent you if need be. The worst possible action you can do is go to an audit by yourself. This may cause the IRS to open up other years in question and increase your liability.

 

We will see if it is possible to amend your returns and how much you may save if we do.

 

We Will Help You Every Step Of The Way

We know how stressful dealing with the IRS can be. Let the experts help you. Contact us for a FREE consultation.