Tax Resolution Services

Tax Analysis/Consultation

With a tax analysis / consultation, I can determine your potential options and pricing. There is no obligation to use any services, although I recommend you at least get a tax investigation done.

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Tax Investigation

I will obtain the necessary documentation from you and the taxing authorities and analyze your actual notices, tax transcripts, and financial situation. This will determine what programs you are likely to qualify for. After a full analysis of your situation, you will receive a report with your possible resolution options. You will be fully aware of what I intend to do for you before you commit to any tax or tax resolution services.

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Filing Past Due Tax Returns

In many cases, this is the first step taken to resolve your tax problems. If tax returns are past due, they need to be brought current in order to determine exactly how much is owed, and what the next step will be. If tax returns have errors or other problems, amended tax returns need to be filed as well.

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Amending Previously Filed Tax Returns

In many cases, this is one of the easiest ways to reduce or even eliminate tax debts owed to the IRS or state taxing authorities. People commonly forget to include documents or do not realize they are entitled to certain credits or deductions (or even their accountant or tax preparer didn’t know). A tax amendment should be filed to correct any piece of information that will change your tax calculation.

A tax return amendment could mean more money is owed or less money is owed. No matter the situation, it is important to get the filing corrected because the taxing authorities may stack additional penalties and interest on the error or you can lose an additional refund. This is usually the first step towards resolving your tax situation.

After filing amended returns, I will take a look at your filing situation and determine if penalties can be removed through penalty abatement. As long as you have reasonable cause for the errors, penalties incurred may be removed or reduced.

If you cannot pay the additional taxes owed in full, we can assess other ways to settle your tax problems.

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Offer in Compromise:

This is a program offered by the IRS and some states to help struggling taxpayers that have a small chance of ever paying off their taxes owed without enduring significant financial hardship. With this program, the IRS or State will accept a smaller amount than the total amount of taxes owed in a lump sum or over a few payments.

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Innocent Spouse Relief:

This isn’t necessarily a settlement, but it does wipe the tax liability clear of one individual and pass it to another. When married couples file a joint tax return they are both equally liable for any taxes that are owed. The IRS and some states realize that it isn’t always fair to hold one party liable for the tax liability. If this is the case for you, the liability may be shifted 100% or mostly to the other spouse or ex-spouse.

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Partial Payment Installment Agreement

This program allows individuals to make smaller monthly payments than are required with a regular installment agreement (mentioned below). This option is for the struggling taxpayers that would endure financial hardship if they were required to pay the full amount required under a normal payment plan. Typically, with this type of agreement an individual ends up paying less than the total amount of taxes due because the statute of limitations on the debt expires before it is paid off in full.

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Currently not Collectible

This option puts a hold on tax collection activities. If a taxpayer does not have enough funds to make payments towards the debt the taxing authorities will wait until their financial situation improves before collecting.  At times, the statute of limitations on the debt expires before the taxes are paid and the tax debt is forgiven.

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Installment Agreement

If you can afford a manageable monthly payment, we can enter you into an installment agreement with the IRS and/or the State to pay back the taxes owed. Once entered into this type of agreement you are considered to be in compliance with your taxes and it stops penalties from being assessed (interest still applies).

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Stopping IRS Wage Garnishment

There are a number of different ways in which you can resolve your problem with the IRS. In order to avoid or stop a wage garnishment, you must get back into good standing with the IRS, either by paying your balance in full or entering into a tax payment plan or some other type of resolution.

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Tax Lien Release

Typically, a lien is not released until taxes are paid back in full; however, I can analyze your tax, financial and personal situation and come up with alternatives that can be used depending on your situation, which could get the liens released earlier.

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Why Choose My Firm

I will work to get you the best possible outcome by reducing your taxes owed (if possible) and then determining the best resolution method to use.  I specialize in dealing with complex tax problems and use some of the best financial and tax modeling software available to help determine the best way to resolve your tax problem.

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