Facing the IRS feels extremely difficult and scary when you do not understand why and what the IRS is after. The IRS uses technical jargon that the average taxpayer needs help understanding. On top of that, it is difficult to manage the stress when the stakes are high. I aim to help clients understand the IRS’s process to help allay fears and set reasonable expectations for a path beyond their IRS issues. For all cases, there is a path to resolving your tax issue.
IRS Examination – I can use my accounting and tax law knowledge to represent you and your business in an IRS examination. More information here.
Unfiled Tax Returns – If you have unfiled returns, I can help you prepare them and work with the IRS to reach a collection alternative if you are unable to pay the tax, interest, and penalties associated with filing past-due returns. And, I can also help you determine whether you should use the voluntary disclosure process to minimize potential criminal exposure. More information here.
IRS levy relief – The IRS uses the threat of levy to grab your attention. Do not delay in acting. I can usually obtain a temporary hold on a threatened levy action and help you work with the IRS to work out a collection alternative to prevent future levies. More information here.
Offer in Compromise (“OIC”) – Doubt as to Collectability – OIC allows taxpayers to reduce their tax liabilities based on their financial capacity and specific circumstances. To reach an OIC, a taxpayer must be in current compliance and submit financial information to prove their qualification under IRS guidelines. I can help you understand whether you are a viable offer candidate and then submit the necessary financial information. More information here.
Installment agreement – Installment agreements allow taxpayers a means of repaying the IRS over time and generally prevents more aggressive collection action.
Trust Fund Recovery Penalty – The IRS may attempt to personally assess “responsible” parties for a business’s failure to pay certain payroll taxes. I can help you fight the assessment and attempt to minimize any personal liability. More information here.
Innocent spouse issues – Signing a joint tax return leads to joint tax liability, but there are some forms of relief from joint liability when your spouse fails to report and meet their income tax obligations.
Injured spouse claims – Sometimes the IRS intercepts your refund and applies it to your spouse’s unpaid tax obligation even though you are liable for the debt. In certain cases, you can seek return of the funds from the IRS.
Preventing or removing tax liens – If you owe the IRS a significant amount of money, the IRS may file a federal tax lien, which can lead to issues with obtaining financing. I may be able to help prevent the filing of the lien or have the IRS remove the lien.
Collection Due Process (CDP) hearings – Certain IRS notices provide CDP hearing rights, which provide an opportunity to challenge the IRS’s proposed collection action and sometimes they afford the taxpayer the right to challenge the underlying tax. I can help you assert these hearing rights.
Administrative appeals – If you disagree with the results of your IRS exam, I can help you challenge the IRS’s findings through administrative appeals. This is generally a cost effective choice rather than going to Tax Court.
Offer in Compromise (“OIC”) – Doubt as to Liability – Using as OIC – Doubt as to Liability is a means of challenging the merits of a IRS tax debt even if you no longer have rights to IRS Appeals or Tax Court. I can help you prepare the offer and advocate for a favorable settlement of your liability.
Audit Reconsideration – Even if you missed the deadlines to challenge the results of your IRS examination in Appeals and Tax Court, I can help you use an audit reconsideration as a way of attempting to reduce your federal tax liability.