Achieving Clarity and Peace of Mind:
Navigating the Customer Journey
From Assessment to Resolution: Simplifying Tax Matters for a Stress-Free Future
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Honest Assessment and Realistic Options
We believe in providing each client with an honest assessment of their tax situation and presenting realistic options to resolve it. By planning our work and working our plan, clients can gain a clear understanding of the process and expectations to achieve their desired outcome.
Getting Current
Once the blueprint for success is understood, establishing compliance with each taxing authorities requirements is important. This can be accomplished quickly by filing returns and facilitating any ongoing payment obligations. This is a very important step in the process as compliance is always a prerequisite to qualify for account resolution.
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Compliance=Options
Once compliance is established, the door to voluntary resolution is unlocked. The most common resolutions are Installment Agreements and Offers in Compromise; however, there are nuanced options available as well. Memorializing an affordable and sustainable resolution with a tax liability is the most critical component of our work.
What’s Next?
Each client’s tax situation is different and post-resolution options are evaluated on a case-by-case basis. This might include lien subordination or discharge, penalty abatement or lien withdrawal.
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Step 5
The Last Step; Peace Of Mind
Quite simply, peace of mind is the highest priority for our clients. Understanding that we track ongoing compliance and resolution allows our clients to focus on day-to-day
operations without the looming threat of enforced collection from the taxing authorities. Through open dialogue and persistent advocacy with taxing authorities, we aim to make
this a quick and painless journey for each client.
