“This (filing taxes) is too difficult for a mathematician. It takes a philosopher.”
– Albert Einstein
How It Works
How we work with clients
While every tax situation is unique, there is a common method to approach each case. Our proven method not only gets great results but also keeps our client informed every step of the way to eliminate the worry and stress of not knowing what’s going on.
Step 1:
Discuss Your Situation
We will meet or speak with you and thoroughly discuss your tax situation.
It is important that we obtain a thorough understanding of your unique situation. This personal interview will provide us with the background needed to develop the appropriate strategy for your IRS problem.
Step 2:
Prepare Power of Attorney
We will prepare a Power of Attorney for you to sign (which can only be used in a limited manner, expressly dealing with the IRS).
With the POA, we put the IRS on notice that we are representing you. All future telephone calls or correspondence from the IRS should then come to us, not you.
We hope you will feel immediate relief, as we unburden you from stressful communications with the IRS.
Step 3:
Obtain Info from IRS
We will obtain transcripts of your accounts from the IRS.
By reviewing your IRS transcripts, we will be able to accurately determine what the IRS thinks it knows about your tax situation.
Step 4:
Develop a Strategy
We will develop the appropriate strategy for solving your IRS problem.
Each taxpayer’s situation is unique. With the information you have provided, we will develop a strategy. We do not believe in the cookie cutter approach … We do what is BEST for YOU.
Step 5:
Tell You What to Provide
We will send you an easy-to-follow checklist of additional information you will need to provide.
Preparing complicated IRS forms is our business. You, however, will have to provide us the information needed to complete these IRS forms. We will make this process as easy as possible by sending you our easy-to-follow checklist.
Step 6:
Prepare Required Forms
We will prepare all forms required to resolve your IRS problem.
We will prepare all forms required by the IRS. All you have to do is review these forms and sign them. We take care of the rest.
Step 7:
Negotiate Your Lowest Settlement
We will negotiate with the IRS to obtain the lowest possible settlement allowed by law.
We will handle all negotiations with the IRS in order to get you the best deal possible.
Step 8:
Give You Some Good News
We will thoroughly discuss all aspects of your settlement with you.
We will explain all aspects of your settlement and will answer any and all questions that you may have. We want to make sure you are completely informed and satisfied.