Here is exactly what working with us looks like.

It starts with a conversation, and there is no cost or commitment attached to it. We will ask about your situation: what you owe if you know, which years are involved, any notices you have received, and what has you most concerned. You do not need to gather documents or have answers ready. The goal of this first call is simply to understand where you stand and to give you an honest read on your options. By the end of it, you will have a clearer picture than you walked in with, whether or not you decide to work with us.

If you decide to move forward, the first thing we do is establish the authority to act for you. We file a Power of Attorney with the IRS, which lets us speak to them directly on your behalf, so the calls and the pressure stop landing on you. Then we pull your IRS account transcripts, the same records the IRS works from, so we can see exactly what they see: every balance, every year, every notice, and every deadline. This step matters more than people expect, because it replaces guesswork with facts, and the real picture is often different from what anyone assumed.

With the full picture in hand, we determine the best path for your situation, whether that is an installment agreement, an Offer in Compromise, penalty relief, Currently Not Collectible status, or another route. Then we put it in writing. You receive a clear plan that lays out what we recommend, why, what it involves, and what it will cost, before you commit to anything. Nothing moves forward until you have reviewed it and agreed. You make the decision with everything in front of you.

Once you approve the plan, we go to work. We prepare and file any returns that are missing, assemble the documentation the IRS requires, submit the resolution, and handle the negotiation and the back-and-forth from there. This is the part that tends to drag on and wear people down when they attempt it alone, so it is the part we take off your plate entirely. You stop fielding notices and phone calls, and we keep you informed at every step, so you always know where things stand.