IRS Resolution Services
Our Northern Virginia CPA firm specializes in the resolution of tax problems. In addition to being Certified Public Accountants, we are Certified Tax Resolution Specialists and Certified Tax Representation Consultants. We have been members of the American Society of Tax Problem Solvers for over ten years. You don’t have to face the IRS alone. Doing nothing about an IRS problem or going it alone can be very expensive. We’re here to help you solve your IRS problem and put your financial house in order. From the moment you retain our firm, you no longer have to speak with the IRS.
Our Three Step Process To Tax Problem Resolution
Resolving a tax problem is in many ways analogous to resolving a medical problem. Our three step process to tax problem resolution illustrates this analogy further. Not all phases or all services apply to every case however the below serves as an example to illustrate the life cycle of many cases. Every case is unique.
Step One – Diagnose The Problem
Phase one involves conducting an in-depth case evaluation. During the case evaluation process, we review your case in detail and ask probing questions to explore several items. A correct diagnosis leads to the correct solution. Conversely, a poor diagnosis can lead to the wrong solution which can often worsen the problem. During this phase, we file a power of attorney and obtain your tax transcripts to facilitate the evaluation of your case. Here are some examples of items we explore and questions we ask during the first phase of most engagements, as applicable.
- What do you believe the problem is attributed to (i.e. your version)?
- What does the IRS believe the problem is attributed to (i.e. their version)?
- Are there any time-sensitive deadlines approaching on your case?
- Have you missed any critical deadlines on your case?
- Have you received correspondence or notices from the IRS in the mail?
- Have you opened the correspondence you received in the mail to determine the impact?
- How much do you actually owe the government in taxes, penalties, and interest?
- How do the various statute of limitations affect your case?
- What does your wherewithal (or lack of wherewithal) to pay look like?
- Has the government filed any substitute returns on your behalf?
- Has the IRS come to your home or business?
- Has the IRS levied your wages or bank account?
- Has a Revenue Agent or Revenue Officer been assigned to your case?
- Has the IRS placed any liens on your property?
- Do you potentially qualify for abatement of penalties?
- If you have unfiled tax returns, which years do you need to file?
- Do you have the records in your possession to support the filing of your returns. If not, what can be done about that to get you into compliance?
- What collection options might be available to you to achieve resolution if you have outstanding tax debts?
Examples of phase one services include but are not limited to:
- Case Evalation
- Tax Transcript Analysis
- Preliminary Financial Analysis
At the end of phase one, you will have a tax resolution plan which outlines your options and our recommendations.
Step Two – Begin To Restore Your Financial Health
Phase two involves getting you caught up and into tax filing compliance with the IRS and/or State. This phase is applicable to most, but not all, clients. In this phase, we invest our research from phase one into helping you get caught up on your back taxes (business and personal). If you have unfiled back tax returns, we’ll need to address these to get you into “compliance” with the Internal Revenue Service. We will assist you with bookkeeping and tax preparation, as needed (both business and individual) to get you caught up. The IRS will rarely (if ever) negotiate with a taxpayer that is “non compliant.” Therefore, this step is generally a prerequisite before moving on to phase three. However, if you have already filed all your tax returns, this second phase may not apply to you.
Examples of phase two services include but are not limited to:
- Accounting & Bookkeeping
- Tax Preparation (C-corporations, S-corporations, partnerships, LLCs, and individuals)
- QuickBooks Consulting
- Unfiled Returns (Non-Filer Cases)
At the end of phase two, all your outstanding tax returns will be up-to-date, business and/or personal.
Step Three – Prescribe And Implement A Solution(s)
Phase three involves completing detailed financial analysis and negotiating with the IRS as we attempt to implement the most appropriate case resolution option. We address issues pertaining to both divisions in the IRS, Examination and Collections, depending on what your case requires.
Examples of phase three services include but are not limited to:
- Unpaid Back Taxes
- Tax Audit Representation
- Preparation Of 433-A, 433-B, 433-F, 433-A (OIC), 433-B (OIC)
- Offers In Compromise
- Installment Agreements
- Employment Tax Problems
- Trust Fund Recovery Penalty Defense
- Administrative Appeals
- Collection Due Process Hearings
- Penalty Abatement
- Innocent Spouse Issues
- Injured Spouse Claims
- Statutes Of Limitations
- Tax Lien Removal
- Contesting Wage Garnishments
- Contesting IRS Bank Levies
- Currently Not Collectible
- State Tax Problem Resolution
- Sales Tax Audits
At the end of phase three, our goal is to achieve complete resolution to your tax matters so you can move on with your life and put your IRS troubles behind you.