ROAD MAP TO RESOLUTION
Free Consultation: Let's get the ball rolling and figure out what you are up against. Give us a call and let's meet for about an hour and see if we can get moving in the right direction.
1. Bringing us on-board:
At the end of your free consultation, you will be given the opportunity to retain us as your tax representative. You will be required to sign a Retainer Agreement letter and make financial arrangements in order to pay for our services. We will file a Power of Attorney (POA) with the IRS. This will provide you with immediate relief because from this point on the IRS will be required to contact us instead of you. If they should happen to contact you, all you need to do is politely request that they contact IRS directly and provide them with our phone number. A separate POA may be required for any State problem.
2. Beginning the resolution process: You will be assigned a case manager who is in charge of your case. Together we'll develop a strategy for resolving your case and tell you what we need to execute the most effective resolution. Your case manager is available to you by direct dial phone, individual e-mail, or in person. At TRS we employ the team approach to resolving your tax debt. Our case managers are supported by a staff of experienced technical specialists, who from time to time, may have contact with you as well regarding your case.
3. IRS compliance: Generally before any tax resolution can be negotiated, you must become a compliant taxpayer. Your case manager is experienced in what must be done to achieve this and will advise you accordingly. For the most part you must file delinquent tax returns and demonstrate that you are keeping up with your current tax payments. For those of you that have incomplete records, TRS has developed methods for completing the preparation of tax returns in order to get them filed.
4. Tax settlement negotiation: We will propose a plan of resolution to the IRS that you can live with and see through to acceptance. We have a high tax relief success rate and pride ourselves in obtaining the best settlement for you under the law. However, it is rare that a proposal is accepted right away. Through diligence, persistence and follow-up our knowledgeable staff will monitor, provide additional information to the IRS as needed, and negotiate your proposed resolution until acceptance is gained.
5. Tax resolution is reached: We will review the final resolution of your case by the IRS to make sure it is as agreed upon. If not, we will insist that it be changed to reflect what was agreed to. If the IRS is unwilling to do this, we will advise you as to what your options are for the next step. Finally you will be advised on what you must do in order to succeed with your resolution and avoid future tax problems.