We pull and review your individual or business tax return transcripts from the IRS. Together, we’ll walk through your total tax debt, the missing returns, collection activity, and when the debt will expire so you can better understand your situation. We’ll provide general options about how you might resolve your debt and address the enforcement actions the IRS may be taking against you.

We review your financial records, income, expenses, and assets to determine the most appropriate IRS collection resolution option for you to get rid of your tax debt. We conduct a comprehensive analysis of your entire financial situation, including income sources, monthly living expenses, equity in assets, liquidity, and overall ability to pay. Based on this in-depth assessment, we identify and recommend the collection alternative that best fits your circumstances and would maximize the relief from the outstanding tax debt. Should you retain our services for the collection resolution, the fee for the analysis will be credited toward the new engagement.

A streamlined installment agreement is a payment plan that allows qualifying individual taxpayers to set up a direct debit installment agreement with limited or no additional financial information required, as long as the total tax debt does not exceed certain threshold limits. We assist taxpayers in obtaining a streamlined installment agreement by reviewing their eligibility based on the IRS guidelines, preparing the necessary application forms and documentation, calculating the appropriate installment payment amount that fits within the program’s parameters, and facilitating the setup of the automatic direct debit payments from the taxpayer’s bank account to ensure proper compliance with the terms of the streamlined agreement.

An installment agreement with the IRS allows you to pay your outstanding tax debt over time through a series of scheduled periodic payments rather than paying the full balance immediately. We help taxpayers secure an installment agreement by thoroughly evaluating their financial situation, preparing the required documentation and forms, calculating an appropriate installment amount based on their ability to pay, and representing them in negotiations with the IRS to obtain the most favorable terms.

If you cannot fully pay your tax debt, you may be eligible to establish a partial pay installment agreement with the IRS, allowing you to make monthly payments for a specific term, after which the remaining unpaid balance is considered satisfied. We assist taxpayers in negotiating and structuring a favorable partial pay installment agreement by analyzing their financial situation, preparing the necessary documentation, and representing them before the IRS to demonstrate qualification.

An Offer in Compromise (OIC) with the IRS is an agreement that allows a taxpayer to settle their outstanding tax debt for less than the total amount owed. To obtain an OIC, the taxpayer must demonstrate a legitimate inability to pay the entire liability based on their income, expenses, and asset equity. We assist a taxpayer in securing an OIC by thoroughly evaluating their financial situation to determine eligibility, calculating an appropriate offer amount, gathering supporting documentation, preparing and submitting the formal OIC application, and representing the taxpayer through negotiations with the IRS to substantiate the grounds for accepting a reduced payment to satisfy the tax debt. Our expertise increases the chances of IRS approval by ensuring the OIC meets all legal requirements and accurately reflects the taxpayer’s inability to pay in full.

An appeal of an Offer in Compromise (OIC) is a formal request to have a higher authority review and reconsider a rejected or terminated OIC. When the IRS denies or terminates an OIC, taxpayers have the right to appeal the decision. We help taxpayers have a successful appeal by thoroughly evaluating the grounds for the IRS’s initial determination, identifying any errors or additional factors that support an approved compromise, gathering further evidence and documentation to strengthen the case, preparing a comprehensive written appeal protest with legal arguments and analysis, and representing the taxpayer at any appeals conferences or hearings to advocate for acceptance of the OIC on appropriate terms effectively. Our expertise enhances the likelihood of a favorable outcome on appeal.

Innocent spouse relief allows a spouse to be relieved of responsibility for paying tax, interest, and penalties if their filing spouse improperly reported items or omitted income on a jointly filed tax return. We help spouses and former spouses request innocent spouse relief by evaluating their eligibility based on IRS criteria, gathering evidence and documentation to support the innocent spouse relief, preparing and filing the appropriate IRS forms with a detailed legal explanation supporting relief, and representing the spouse through audits, appeals, and potential litigation to advocate for approval of innocent spouse status based on the facts and circumstances of the case.