Tax Resolution
Tax issues can range from a single notice to multiple years of unfiled returns or an existing balance due. We provide tax resolution services to help clients address IRS and state tax matters through documentation, filing compliance support, and communication with tax agencies (when authorized). We serve clients nationwide.
Common situations
- IRS or state notices received by mail
- Tax returns not filed for one or more years
- Balance due and inability to pay in full immediately
- Penalties and interest assessed
- Collection activity concerns (for example, passport revocation, liens, or levies)
- Business payroll tax filing and payment issues
Tax resolution services include
- Reviewing notices and explaining the response options and deadlines
- Gathering and organizing documentation for a response or submission
- Preparing delinquent returns
- Requesting account transcripts and confirming reported balances
- Payment plan / installment agreement requests and related documentation support
- Offer in Compromise (OIC) evaluation support and submission assistance
- Penalty relief requests where available
- Communication with the IRS or state agencies as your authorized representative
What we need from you before we begin
To evaluate your situation and respond effectively, we require complete and timely documentation. Please provide all notices and letters received from the IRS and/or state or local agencies, along with all related documentation and records available for the period involved. If any items are missing, please note what is unavailable and why.
- All IRS/state/local notices and letters received
- Any prior correspondence sent to or received from tax agencies
- Prior-year tax returns
- Income documents for the relevant years (W-2, 1099, K-1, etc.)
- Business records
- Payment history and proof of payments
Retainer required
A retainer is required before we begin work on tax resolution services. The retainer amount depends on the complexity of the matter and the services requested.
How the process typically works
- Initial review of your notices, transcripts, and filing history (as available)
- Scope and next steps based on your facts and what you are requesting
- Information collection and documentation support
- Submission and follow-up based on agency timelines and the scope agreed upon
Request a consultation to discuss your situation and how we can help.