IRS Tax Account Review and Consultation Service
This is our most popular service and especially valuable for the 70 million taxpayers annually who need someone to interact on their behalf with the IRS to understand what is going on with their taxes.
This service addresses these issues and answers these questions:
- What is my status with the IRS?
- What does my IRS notice(s) mean?
- Can I get someone to contact the IRS and get some answers?
- Do I have a tax problem?
- Can someone get my complete tax history and records from the IRS and interpret what it means?
- I have a tax problem – or several tax problems – how do I fix it? What are the steps? What do I need to know?
- What are the best options to solve my issues for my specific situation?
- How long will it take to resolve my issues?
- Do I have penalties and what can I do to get relief (penalty abatement)?
- What will or can the IRS do next? How can I get relief?
If you have a tax problem/issue or just need to get some answers about your status with the IRS, Jim can help. The IRS Tax Account Review and Consultation Service is available to both taxpayers and tax firms and their professionals.
In this service, Jim will:
- Contact the IRS directly and conduct a thorough interview of your tax account
- Review your status with the IRS, including any issues related to:
- Any notices issued or activity on your account
- Unfiled or late filed returns
- Audits and underreporter notices
- Balances owed and status of any agreements/enforcement
- Penalties assessed, including options for penalty abatement
- IRS actions, including enforcement actions, on the account
- Questions you may have about your status and account with the IRS
- Obtain and analyze your transcripts, including appropriate account transcripts, wage and income information to file or substantiate back tax returns, and tax return transcripts
- Provide you with a comprehensive consultation on the findings, including discussing all options, required actions, and deadlines
- Explain the steps for each option, and answer your questions
After this consultation, you will have answers and options – and be in the position to resolve your tax issues. This review can go back as many years as needed (Jim generally goes back 18 years for a thorough review).
To get started, just contact us directly. Jim can usually provide preliminary answers in as little as a day, with a more extensive transcript review in about a week.
Contact us today to get started.
