I have a 4-step strategy for resolving your tax case.
Step 1 – Free Consultation
As an enrolled agent, because of my specialized knowledge of the tax code, as well as my experience and expertise in resolving tax problems, I am hired by taxpayers for IRS representation. Enrolled agents prepare a tax case, represent it before the IRS and negotiate its terms to achieve the most favorable resolution to a tax problem.
- represent taxpayers before the IRS for audits, collections, and appeals
- advise, represent and prepare tax returns for individuals, partnerships, corporations, estates, trusts and any entities with tax-reporting requirements
- prepare taxes and perform tax resolution
- can practice in any state and in multiple states without state specific licensure or permission to practice
Step 2 – Discovery & Analysis
I get the transcripts from the IRS for your case. I work with you to document your current financial status. By analyzing this information it provides the foundation for the rest of the case.
Enrolled agents help to analyze a tax case so that all possible methods of resolution are explored before the most suitable method is chosen. An enrolled agent’s experience in handing various tax cases makes a vital difference in the preparation of a tax case. It allows me to develop an approach that gets the most benefit for the taxpayer while minimizing the disadvantages for non-compliance.
Thorough analysis and preparation of a tax case is performed during the resolution process to determine the possibilities for achieving the most advantageous outcome. Taxpayers may hire enrolled agents to resolve their tax problems such as tax debt, collection actions, tax refund problems, audits, tax fraud, appeals, and issues with payment of taxes.
Step 3 – File Delinquent Returns Compliance
You must be up to date on all tax returns and information requests. Any missing returns need to be filed. The IRS will not negotiate any resolution until the taxpayer is compliant.
Things happen, and sometimes people don’t get around to filing their tax return. Other times, people put off filing tax returns because they know they are not in the position to pay the taxes they owe. I can prepare these tax returns for you.
IRS Policy Statement 5-133, Delinquent Returns – Enforcement of Filing Requirements, states that taxpayers must file six years of back tax returns to be in good standing with the IRS. However, that rule can vary based on the situation.
Step 4 Resolve Tax Problem
Present a proposal to the IRS to resolve and settle your tax debt. Apply for penalty abatement, levy and lien releases. There are many options available, we will choose the one best suited to your situation and circumstances.
As an enrolled agent, I can offer sound advice about many of the solutions to tax issues that have come to the attention of the IRS. Taxpayers can have peace of mind knowing that I have passed both competency and obtained certification to practice as an enrolled agent. The complexity of negotiating solutions to tax problems initiated by the IRS the main focus of what an enrolled agent is highly trained to resolve.
Get Help to Resolve Your Tax Problems.
Licensed to represent taxpayers in all 50 states