Tax Resolution Process
Strategic &
Client-centric
While taxpayers may face similar types of problems, each specific situation is unique. There is no “one-size-fits-all” solution. Not everyone qualifies for the same solutions. Expert guidance is needed from a professional who can analyze the specifics of your situation and unlock solutions appropriate for you.
01 Listen
02 Investigate
03 plan
04 implement
05 Resolve
06 Financial Peace
01
Listen
At our firm, your voice matters. We understand that facing IRS debt can be overwhelming and stressful. That’s why our first step is always to listen—to understand your unique financial situation and the specific challenges you face. During our initial consultation, we provide a judgment-free zone where you can share your concerns and questions. We believe that the best solutions start with a thorough understanding of our clients’ needs.
02
Investigate
Once we’ve heard your story, our next step is to investigate. We dig deep into the details of your tax issues, examining all relevant documents and correspondence with the IRS. Our team leverages extensive expertise to uncover every fact that could be pivotal in your case. This meticulous attention to detail ensures that we don’t just treat the symptoms of your tax problems—we get to the root cause.
03
Plan
With a clear understanding of your unique situation, we begin to craft a strategic plan tailored specifically to your needs. Our planning process involves outlining the steps required to navigate the complexities of IRS policies and procedures effectively. We prioritize clear communication, so you will understand every option available to you and the potential outcomes. Our goal is to provide you with a roadmap that leads to financial relief and stability.
04
Implement
Action is where plans take shape. Our experienced team works diligently to implement the strategies we’ve agreed upon. Whether it’s negotiating with the IRS, setting up installment agreements, or preparing an offer in compromise, we handle all the paperwork and discussions with the IRS. We engage directly with the IRS on your behalf. Throughout this phase, we keep you informed and prepared for any necessary decisions, ensuring the process moves forward smoothly and in accordance with IRS regulations.
05
Resolve
Ultimately, our mission is to resolve your tax issues in a way that minimizes your financial burden and enables you to remain compliant. We’re committed to achieving the best possible outcome for you. We strive to ensure that each client can move forward with confidence, knowing they’re on stable financial ground.
06
Financial Peace
At this stage, we offer Advisory Services for yourself or your business. This includes things such as Tax Planning, Tax Preparation, Financial Coaching, etc. all of which provide support as you maintain compliance with the IRS while moving forward into a new season of Financial Peace.
Experience the difference
tax
Resolution 360
Get Started Today
Get a Free Consultation
diane@taxresolution360.com