Resolution Overview

Settlement Process ...

How We Work ...

We use a four-step model that allows our clients to understand the process and the costs associated with each phase of our engagement. There is wide disparity among the various companies that offer tax resolution services. Some firms charge excessive amounts on the frontend without understanding the scope and nature of their engagement. We begin with an assessment of our client's actual IRS debt and a thorough understanding of their ability to meet that obligation. Ofetn we find the clients are able to represent themselves before the IRS, once they know the direction to go and the process to follow.

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Professional Tax Preparation, Tax Resolution and Tax Education
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Our Fee Structure

We determine our fees on a case-by-case basis depending on the complexity of the case and the duration of the anticipated engagement cycle. For example, our repayment services generally take substantiall less time that a settlement service. The documentation and support data required are generally less, dependent on the amount owed. On the other end of the spectrum, an Offer in Compromise can take as long as two years to come to settlement, although many are resolved within a four to six month period.

In all cases, our clients know the costs upfront ... before we begin any work.

Step 1 - Assessment of Liability! ...

The first step in tax resolution is an accurate and adequate assessment of the nature and scope of your tax liability. This begins with a face-to-face meeting or an in-depth discussion over the telephone. If we are in agreement at that point, we would execute a power-of-attorney to allow us to get a complete picture of your IRS account.

Step 2 - Explanation of Options and Approaches! ...

Once we complete the assessment of your liability and your status with the IRS we explore the potential settlement options available to you based on an understanding of your financial situation. We would also outline the various fees that are associated with the strategy we agree to pursue.

Step 3 - Formal Engagement Letter! ...

The Engagement Letter outlines the approach we have agreed upon, along with the requisite fees for the scope and duration of the activities we are pursuing on your behalf ...

Step 4 - Commencement of Representation ...

Once the Engagement Letter has been formalized and all fees have been paid, we are ready to begin our work. From this point forward, the IRS should direct all communication to us. We require that our clients refer all requests from the IRS to us, should they attempt to contact you directly!

Appeals ...

When the IRS rejects a repayment agreement or a settlement offer, it must be evaluated based on the rationale for the rejection. While the chances of pravailing on an appeal are encouraging, there must be a firm basis for the appeal. All rejections, if they are based on factual circumstances, should be evaluated on the basis of their merits. The IRS can make mistakes in assessing filings. In many cases, another avenue of relief must be considered.

In any case, we consider an appeal as a separate engagement and set our fee based on the complexity and time commitment required to act on the taxpayer's benefit.

 

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ProAuditGuard begins with a risk analysis of your Prior Year's Returns
... then, we continually monitor your IRS tax account
to identify pending actions such as changes on your account
to identify Audits, Liens, Collections, Significant
Balance Changes, Compliance and more ...