Dealing with the IRS or state tax authorities can be intimidating and stressful. Whether you've received an unexpected notice, need to resolve a tax issue, set up a payment plan, or simply want someone monitoring your account proactively, our IRS/State Help services are here for you. We provide expert guidance, clear action plans, and hands-on support so you never have to face tax authorities alone.
IRS/State Correspondence Assistance – Personal
Scope: If you receive personal correspondence from the IRS/State, we will help you understand what it means and if applicable outline the actions that need to happen to address the issue. This does not include preparing you for or representing you during an audit, or resolving active IRS/State issues that occurred before you engaged our services.
Client Value: Feel calm and confident when a tax letter arrives. We explain what it means, outline what to do next, and help you respond so issues get resolved quickly.
IRS/State Correspondence Assistance – Business
Scope: If you receive business correspondence from the IRS/State, we will help you understand what it means and if applicable outline the actions that need to happen to address the issue. This does not include preparing you for or representing you during an audit, or resolving active IRS/State issues that occurred before you engaged our services.
Client Value: Feel calm and confident when a tax letter arrives. We explain what it means, outline what to do next, and help you respond so issues get resolved quickly.
IRS/State Correspondence Assistance – Business & Personal
Scope: If you receive business and/or personal correspondence from the IRS/State, we will help you understand what it means and if applicable outline the actions that need to happen to address the issue. This does not include preparing you for or representing you during an audit, or resolving active IRS/State issues that occurred before you engaged our services.
Client Value: Feel calm and confident when a tax letter arrives. We explain what it means, outline what to do next, and help you respond so issues get resolved quickly.
Tax Issues Analysis
Scope: Help to understand your rights with a tax issue and expert recommendations for how you can move forward.
Client Value: Get clarity on your tax issue — an expert reviews your situation, explains your rights and options, and gives you a simple plan so you can move forward confidently.
Power of Attorney and Transcripts
Scope: We'll complete a Power of Attorney to access your IRS data and pull transcripts from the IRS database.
Client Value: Skip the long phone calls — once you authorize us, we'll pull your IRS transcripts and communicate with the IRS so you don't have to, giving you peace of mind and more time for your business or family.
IRS Rapid Relief – Intelligent Look Back
Scope: Review and analysis of your previous federal tax years to identify any potential tax savings that could lower your taxes owed.
Client Value: Recover money you may have overpaid by having us comb through past federal returns for missed deductions and credits. It's like a second chance to put cash back in your pocket and sleep easier knowing you didn't leave money on the table.
State Rapid Relief – Intelligent Look Back
Scope: Review and analysis of your previous state tax years to identify any potential tax savings that could lower your taxes owed.
Client Value: Get back any state taxes you overpaid by letting us review past returns for missed opportunities. It's an easy way to capture refunds and feel confident you paid the right amount.
Custom Best-Outcome Plan (IRS Issues)
Scope: A custom action plan to address your IRS issue and what needs to happen so you can move forward with the best possible outcome.
Client Value: Don't face the IRS alone — get a clear, personalized roadmap to resolve your issue and move on with your life. Knowing exactly what to do next reduces anxiety and helps you achieve the best possible outcome.
Custom Best-Outcome Plan (State Issues)
Scope: A custom action plan to address your State Tax issue and what needs to happen so you can move forward with the best possible outcome.
Client Value: Have a step-by-step plan to resolve your state tax issue so you can put it behind you. With expert guidance, you'll know what to do and avoid unnecessary stress or penalties.
IRS Payment Agreement Management
Scope: Help to implement a payment plan with the IRS so you can maximize your cash flow.
Client Value: Set up an affordable payment plan with the IRS that fits your budget, giving you breathing room while staying compliant. You'll avoid severe penalties and maintain cash flow to keep your life or business running smoothly.
State Payment Agreement Management
Scope: Help to implement a payment plan with the State so you can maximize your cash flow.
Client Value: Negotiate a manageable payment plan with your state to keep cash flowing and avoid harsh penalties. With our support, you stay compliant while protecting your financial stability.
IRS Data Monitoring
Scope: We will continuously monitor activity with the IRS regarding you or your business. We can proactively address any correspondence or inaccurate information before it escalates.
Client Value: Rest easy knowing that someone is watching your IRS account and catching any issues before they become problems. Proactive monitoring means you avoid nasty surprises and can resolve errors quickly.
IRS/State Audit Support
Scope: We support you through the Audit to create the best possible outcomes so you don't have to do it alone.
Client Value: Have someone stand between you and the auditors so you don't have to waste hours or deal with the stress of an audit by yourself.