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Tax Resolution

If the IRS spots a tax issue in your record, it can cause tremendous stress. If you feel overwhelmed, or you don’t think you can pay your tax debt, it’s important to know that the IRS is willing to work with you to find a mutually beneficial tax solution. But, dealing with the IRS shouldn’t be taken lightly.

One of the hardest parts about resolving an issue with the IRS is that if you are not an expert at tax law, you probably don’t know the right steps to take to solve your tax problem. Hiring a tax resolution specialist, though, will help you trust that everything is done correctly and on time. Tax specialists like us can walk you through the following steps of tax problem resolution by analyzing your financial information and determining what exact resolution is best for you. Even though a successful tax resolution is different for every taxpayer, tax resolution can be attainable.

You can be free from your tax troubles for good if you’re willing to invest the time and effort to do so. If you’re looking for a reputable tax resolution partner, Your Tax Geeks offers the best-in-class service. Understand all the facets of and resolve your tax situation and problems today. Our firm has an easy four step process to help get you familiar with the tax resolution procedure and start making moves towards resolving your tax situation.

Our Four Step Process is Easy

Step 1 Expert Consultation
Expert Consultation

The first step is getting help. Our firm begins with a free, no-obligation initial phone/zoom consultation & basic tax problem investigation.

During this meeting we can discuss your concerns and reasons for seeking assistance with your tax issue. Since every situation is unique and certain situations make specific solutions available to you, we like to get to know you and the challenges you are facing. Some solutions to tax issues include:

  • Offer in Compromise Settlement
  • IRS Fresh Start Program
  • Installment Agreement
  • Penalty Abatement
  • Currently Not Collectable (CNC)
  • Hardships
  • Partial Pay Agreement
  • Lien Release
  • Innocent Spouse
Step 2 Due Diligence
Due Diligence

An important step in the process is completing our own investigation of your tax debt. We will ask you to sign a Power of Attorney (POA or Form 2848), then we will send this form to all applicable agencies. This tells the IRS and state agencies that you are now taking control of your tax situation while also providing some immediate relief because you no longer deal with this burden on your own. When the IRS receives Your Tax Geeks’ Form 2848, they are then required to contact our office, instead of you. We advise our clients never to speak with the IRS unless we instruct you to do so. And if they try to contact you, please tell them to direct all questions to us.

As the investigation moves on, we will obtain your private IRS file. From this, we determine which tax years need to be filed and how much you may owe. Once a full review of statutes and the inner workings of your case is complete, we contact you to discuss the findings. And when all parties are in agreement, we move on to the next step.

Step 3 Compliance

The IRS will not even consider resolving a case until you are “compliant.” Our team of tax practitioners know how to organize and file your taxes the correct way for compliance. We help you make sense of a complicated tax situation so you can move through the process more quickly. There are many ways we protect you in this stage. We pay careful attention to the law, statute of limitations, and closing out years to protect you from an audit. The experience of our tax team in this particular area is extremely valuable – our knowledge has saved our clients millions of dollars! Once the resolution is agreed upon and a simple one-page e-sign service agreement is signed, it is sent and submitted for approval. We offer flexible payment options to all clients.

We also coach our clients on turnaround times of approval and what to do during this period, as this can sometimes make or break your case. Our firm wants to see you through to the end of the resolution process and help you find the right solution for your tax problems.

Step 4 Resolve

Feel confident that your casework is headed by a federally licensed Enrolled Agent and you have their entire team dedicated to your case. Our family owned and operated business will treat you like our extended family so that you can get some sleep while we strategically iron out your tax issues! Our firm takes caring for our clients a step further by offering tax planning solutions to every one of our resolution clients. We do not plan to simply get our clients out of trouble, we want to keep them out of trouble.

Questions? We have answers

What if Your Tax Geeks doesn’t have an office in my city?

Our firm's licensed and experienced tax experts have been resolving tax issues for over 13 years using phone, fax, email, and teleconferencing even for clients that are local to us. When we negotiate with IRS agents on your behalf, we may be talking to an agent in another part of the country. On a phone call, it really doesn’t matter where they are, you are, or we are. Distance is no problem whatsoever for us!

How quickly can Your tax Geeks protect me?

Once a strategy is agreed upon and we have been retained, our priority on day-1 is to protect your bank accounts, income, and assets. In some cases, filing an appeal is appropriate in achieving a hold on collections and in others, our firm can negotiate protection by other means. We also pull tax transcripts right away to provide the IRS’ accounting of your tax history. This allows us to prevent any surprises and come up-to-speed on our clients’ tax unique situation and any impending deadlines right away.

Why do some companies charge to do an investigation with the IRS?

This is a sales strategy employed by some competitors that allows them to get you committed financially and emotionally, and to stop you from shopping around. Once the seemingly affordable “investigation” fee is paid, you feel obligated to continue with that company. Often the client is called back after the “discovery” and intentionally scared with a horrifying description of their situation, then asked to pay massive fees to get protected. Your Tax Geeks provides up-front service fees so you know what the cost of the service is before you hire and retain.

How will I know how much I can save?

After a brief consultation to discuss some general information about your expenses, income and your life goals, you will be presented options on how to save the most money and what resolution strategies and programs make the most sense for your future. Fully understanding all of your options and their benefits allows you to proceed with the knowledge and confidence you need.

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