🔹 Step 2: IRS Transcript & Financial Analysis – $500–$1,720
Next, I pull and review your IRS transcripts to assess the scope of your issues. I then perform a
Collection Potential Review using the
IRS’s own financial formula to determine what they believe you can afford.
This step is key to planning a realistic resolution strategy.
✔ Full tax history pull
✔ Review of account balances, deadlines, and penalties
✔ Financial Analysis Using the IRS's Internal Evaluation Criteria
🔹 Step 3: Resolution Strategy & Engagement
Based on your IRS data and financial profile, I’ll recommend the best-fit strategy—whether that’s an
Installment Agreement, Offer in Compromise, Currently Not Collectible status, or other resolution path.
You’ll get flat-rate pricing before moving forward—no surprises.
✔ Transparent fee structure
✔ Written action plan
✔ Option to proceed or pause
🔹 Step 4: IRS Representation & Case Management
Once engaged, I handle all communication with the IRS and guide you through each step. I’ll submit the necessary forms, advocate on your behalf, and keep you updated throughout the process.
✔ You avoid direct contact with the IRS
✔ Case managed virtually and securely
✔ Timely updates and documentation
Optional: Ongoing Support
If your situation evolves, we can revisit your strategy, respond to new IRS notices, or help with annual compliance.
✔ Help with new tax years or updated financials
✔ Peace of mind through future changes
