Tax Resolution

Our 4-Part Tax Resolution Strategy Service is designed to help clients facing IRS or state tax issues regain clarity, control, and peace of mind. Through a structured, step-by-step process, we assess your situation, develop a personalized resolution plan, communicate with tax authorities on your behalf, and guide you toward long-term compliance. Whether you’re dealing with notices, balances due, unfiled returns, or complex tax concerns, this comprehensive approach ensures you receive focused support and a clear path to resolving your tax challenges.

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Four Phases of Tax Resolution

Phase 1: Consultation

Phase 1 begins with a focused consultation designed to understand your situation and establish a clear baseline for your tax resolution journey. During this stage, we review all IRS or state notices you’ve received, discuss your concerns, and assess any unfiled returns or outstanding balances. This initial evaluation helps us identify the core issues, determine what the tax authorities are requesting, and outline the steps needed to move forward. By starting with a thorough, informed review, we ensure your resolution plan is accurate, strategic, and tailored to your needs. $250

Phase 2: Investigation, Analysis, & Planning

In Phase 2, we conduct a detailed investigation to fully understand your tax situation and determine the most effective path forward. This stage includes pulling your IRS transcripts, analyzing your filing history, balances, and compliance status, and reviewing the findings with you in clear, understandable terms. With this information, we develop a strategic plan tailored to your circumstances—whether that involves filing missing returns, correcting past filings, or preparing for negotiation. Phase 2 ensures that every decision moving forward is informed, accurate, and aligned with the best possible resolution for your case. Starting at $1500, quote provided at Phase 1

Phase 3: Compliance

Phase 3 focuses on bringing you into full tax compliance based on the findings from your investigation and analysis. During this stage, we complete all outstanding work needed to correct your records—this may include preparing missing tax returns, filing amended or revised returns, updating prior-year information, or addressing discrepancies uncovered in your transcripts. Our goal is to ensure every requirement is met accurately and thoroughly so you’re fully compliant before moving into the resolution stage. By completing this step, we establish a solid foundation for negotiating or finalizing your tax resolution with confidence. Starting at $1000, quote provided at Phase 2

Phase 4: Resolution

Phase 4 is where your resolution plan is put into action. Once you are fully compliant, we work directly with the IRS or state tax authorities to secure the best possible outcome for your situation. This may include establishing payment arrangements, submitting offers or penalty abatement requests, resolving balances due, or closing out any remaining issues. We guide you through each step, explain final decisions, and ensure all resolutions are properly documented and implemented. By the end of this phase, you’ll have a clear, completed path forward and the peace of mind that your tax matters have been fully addressed. Starting at $500, quote provided in Phase 3

Your peace of mind is worth it!

Tax resolution is essential because it helps protect clients from escalating problems that can quickly become overwhelming. Unresolved tax issues rarely go away on their own—penalties grow, interest accumulates, and the IRS or state can take increasingly aggressive collection actions, including levies, liens, or wage garnishments. By addressing issues early and proactively, tax resolution helps stop the problem from getting worse and puts you back in control.

Effective tax resolution brings clarity to confusing notices, ensures all filings are accurate and compliant, and creates a structured plan for moving forward. It also provides peace of mind by reducing financial stress, preventing unwanted enforcement actions, and helping clients understand their rights and options. Most importantly, tax resolution creates a clean foundation for future compliance, helping clients protect their income, assets, and long-term financial stability.

Top 3 Reasons Not to Ignore Tax Resolution

Penalties and Interest Grow Quickly
Ignoring tax issues doesn’t make them disappear—balances increase over time as penalties and interest accumulate. What starts as a small amount can become a major financial burden if left unaddressed.