Resolve Your Tax Problems In Phoenix, Arizona Starting Now

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Managing Client Expectations:

Roadmap to Resolution

What to Expect When Resolving Your Tax Debt

Many of our clients who retain our tax relief services are interested in knowing two things:

  1. Can we settle this for less than you owe?

  2. How long will it take?

After retaining our firm to resolve your tax issue, some relief will be immediate, and some will happen over time. It is important to remember that your IRS problems didn't come about overnight, so they will take time to resolve. The good news is that, generally, you won't need to meet or speak with the IRS while we're representing you. An average Offer in Compromise (OIC) case can take anywhere from 6 to 12 months (or longer) depending on the amount of tax liability owed, the complexity of the case, and your individual facts and circumstances.

Roadmap to Resolution

Initial Consultation: If you have never been a client of ours, the first step is to call to schedule your confidential no-obligation consultation—either by video, telephone or in our office. At this meeting, an experienced tax resolution consultant will begin to evaluate your situation and discuss available options for resolving your matter. This generally takes about 30 to 45 minutes. Sometimes, the information provided at this meeting is insufficient to determine your situation's right course of action. It would be best if you had all recent notices and correspondence from the IRS or State tax agency available during our first consultation.

  1. Retaining Our Firm: At the end of your consultation, and if selected as a good “fit” for our firm, you will be given the opportunity to retain us as your tax representative. You must sign an engagement letter and make financial arrangements to pay for our tax help services. We will file a power of attorney (POA) with the IRS. This will allow us to obtain your IRS transcripts and record of account and provide you with immediate relief because, from now on, the IRS will be required to contact us instead of you. If an IRS representative should happen to contact you, all you need to do is provide our contact information, including phone number, and politely request that they contact Tudor Financial Group directly. A separate POA will also be required for any state tax problems you have retained us for. The first step is to hire us to obtain your IRS transcripts and Record of Account so we can best evaluate all your alternative settlement options.

  2. Beginning the Tax Resolution Process: You will be assigned a licensed and certified tax representation consultant to oversee your case. All our consultants are enrolled agents. Together, we will develop a phased strategy for resolving your issue and will advise you on what steps to take for the most effective resolution. Your consultant is available to you by direct phone, individual email, or in person if you would like. Tudor Financial Group employs a team approach to resolving your tax problems. Our consultants are supported by a staff of experienced technical specialists who will be your point of contact.

  3. IRS Compliance: Generally, you must become compliant before the IRS accepts any negotiation/settlement. Compliance means that all past-due income tax returns must be prepared and filed. Compliance also means you must be "current" on your quarterly estimated income tax payments and withhold tax at the correct rate (if you are a wage earner). Your case manager is experienced in what must be done to achieve compliance and will let you know what to do. If you can't furnish the records necessary to prepare your taxes, Tudor Financial Group, in accordance with IRS regulations, can help prepare tax returns to get them filed right away.

  4. Your (the Client's) Responsibilities: Clients who successfully resolve their matters have the following traits in common: They view the relationship with us as collaborative. They view this as a "project" that requires cooperation. They follow through, on a TIMELY basis, with our requests for information and documentation. Clients who achieve stated resolution goals return our phone calls and emails timely and stay in contact with us throughout the duration of their case.

  5. Tax Settlement Negotiation: We will propose a plan of resolution to the IRS that you can live with and see through to acceptance. We have an excellent IRS settlement track record rate and pride ourselves in obtaining the best (lowest) settlement for you under the law. It is rare, however, that a proposal is accepted right away. Through diligence, persistence, and follow-up, our knowledgeable staff will monitor, provide additional information to the IRS as needed, and negotiate your proposed settlement until a resolution is achieved.

  6. Tax Resolution Is Reached: We will review your case's final resolution to make sure it is as agreed upon. If not, we will insist it be changed to reflect what was agreed to. If the IRS is unwilling to do this, we will file and work on an appeal of your case. Finally, you will be advised on what you must do to succeed with your resolution and avoid future tax problems.

Are you looking for IRS tax problem resolution in Phoenix, Arizona? Please feel free to contact us today.