Our Process

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Consultation

 

A seasoned Tax Professional will provide you with a detailed one on one consultation free of charge. We want to become familiar with the facts of your case,...

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Consultation

 

A seasoned Tax Professional will provide you with a detailed one on one consultation free of charge. We want to become familiar with the facts of your case, and how that may translate into savings for you. We also will be listening for ways to reduce your tax liability, protect your income and assets, as well as figuring out what level of urgency your case demands. 

Once we have become familiar with the facts of your case, we will set a reasonable expectation and establish a timeline in which your case would be completed.



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Investigation

 

After becoming familiar with your case and spending time with you thru consultation, we will begin the investigation phase. This phase of your case is where ...

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Investigation

 

After becoming familiar with your case and spending time with you thru consultation, we will begin the investigation phase. This phase of your case is where we speak to the IRS and define what are the minimum requirements of your Tax Case. Sometimes we will do this during consultation in order to be absolutely clear as to what your needs are. We also take the opportunity to order a collection hold on your account, protecting you from Wage Garnishment, Bank Levy, or any other type of Enforcement Actions. A order for account transcripts is submitted to for purposes of penalty abatement possibilities. If you have delinquent tax Filings that are due, we will request a copy of all income records so we are prepared to file those returns.



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Tax Relief

 

Once we have brought your case into minimum filing compliance we will assemble financials and prepare for final resolution. The entire process could be...

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Tax Relief

 

Once we have brought your case into minimum filing compliance we will assemble financials and prepare for final resolution. The entire process could be completed within 30 days, depending on your case needs and complexity. Immediately, we will begin working on future tax strategies to avoid future pitfalls. Once final resolution is secured you case will be closed, and you will have a fresh new start.



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