| Many of our clients who retain our tax help | | | | advised on what steps to take for the most |
| services are interested in knowing how their life | | | | effective resolution. Your case manager should |
| will change and when they can expect these | | | | be available to you by direct dial phone, individual |
| changes to happen. Upon retaining a highly qualified | | | | e-mail, or in person. Our company employs a |
| and experienced firm to resolve your tax debt, | | | | “team” approach, which we have found is |
| some of the relief will be instant and some will be | | | | most effective for resolving tax debt - where |
| over time. It is important to keep in mind that | | | | case managers are supported by a staff of |
| IRS problems don’t start overnight and can | | | | experienced technical specialists, who from time |
| take some time to resolve. The good news is | | | | to time, may have contact with you, in addition to |
| that you don’t have to worry anymore and | | | | your case manager regarding your case. |
| your IRS problem will be resolved. | | | | 3. IRS Compliance: Generally before any tax |
| ROAD MAP TO RESOLUTION | | | | resolution can be negotiated, you must become a |
| Free Consultation: Many tax resolution companies | | | | compliant taxpayer. Your case manager is |
| offer taxpayers who need tax help a free | | | | experienced in what must be done to achieve this |
| consultation. At our company, an experienced Tax | | | | and will advise you accordingly. For the most part |
| Consultant will evaluate your situation and discuss | | | | you must file delinquent tax returns and |
| the available income tax relief options for resolving | | | | demonstrate that you are keeping up with your |
| the matter. This generally takes about an hour; | | | | current tax payments. For those of you that |
| however, there are times where the information | | | | have incomplete records, your tax resolution |
| provided at this meeting is not sufficient to | | | | company should have proven methods for |
| determine a course of action. | | | | completing the preparation of tax returns in order |
| 1. Retaining a Tax Resolution Firm: At the end of | | | | to get them filed. |
| your free consultation, you will be given the | | | | 4. Tax Settlement Negotiation: Your expert tax |
| opportunity to retain the tax resolution firm as | | | | professionals will propose a plan for resolution |
| your IRS representative. You will be required to | | | | (offer in compromise, IRS payment plan, penalty |
| sign a Retainer Agreement letter and make | | | | abatement, etc.) to the IRS that you can live with |
| financial arrangements in order to pay for the tax | | | | and see through to acceptance. However, keep in |
| help services. Your new representative will file a | | | | mind that it is rare that a proposal is accepted |
| Power of Attorney (POA) with the IRS. This will | | | | right away. Through diligence, persistence and |
| provide you with immediate relief because from | | | | follow-up, an expert and knowledgeable tax |
| this point on, the IRS will be required to contact | | | | resolution company will monitor, provide additional |
| your tax resolution company instead of you. If | | | | information to the IRS as needed, and negotiate |
| the IRS should happen to contact you, all you | | | | your proposed resolution until acceptance is |
| need to do is politely request that they contact | | | | gained. |
| your representative directly and provide them | | | | 5. Tax Resolution is Reached: Your tax resolution |
| with the company’s phone number. A | | | | company will review the final resolution of your |
| separate POA may be required for any State | | | | case by the IRS to make sure it is as agreed |
| problem. | | | | upon. If not, they will insist that it be changed to |
| 2. Beginning the Tax Resolution Process: You will | | | | reflect what was agreed upon. If the IRS is |
| be assigned a case manager who is in charge of | | | | unwilling to do this, your professional tax |
| your case. Your case manager should be | | | | representatives will advise you as to what your |
| extremely qualified and be a practicing Tax | | | | options are for the next step. Finally you will be |
| Attorney, Certified Public Accountant (CPA) or | | | | advised on what you must do in order to succeed |
| Enrolled Agent (EA). Together, you will develop a | | | | with your resolution and avoid future tax |
| strategy for resolving your case and you will be | | | | problems. |