Services Offered

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Resolution Types

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Every taxpayer’s situation is different, and the right path depends on your financial circumstances, tax type, and compliance history.

I help clients resolve their IRS issues through a range of proven options, including:

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• Offer in Compromise (OIC) – Settle your tax debt for less than the full amount owed when paying in full would cause financial hardship.

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• Installment Agreements (Payment Plans) – Establish an affordable monthly payment arrangement with the IRS.

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• Partial Payment Installment Agreement (PPIA) – Pay less than the full balance over time if full payment isn’t possible.

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• Currently Not Collectible (CNC) Status – Pause IRS collection actions when you can’t afford to pay due to financial hardship.

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• Penalty Abatement – Request removal or reduction of IRS penalties for reasonable cause or first-time relief.

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• Innocent Spouse Relief – Protect yourself from joint tax liability caused by your spouse’s or ex-spouse’s error or omission.

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• Injured Spouse Relief – Recover your portion of a joint tax refund that was applied to your spouse’s debt.

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• Trust Fund Recovery Penalty (TFRP) Defense – Assist business owners or responsible persons assessed personally for unpaid payroll taxes.

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• Lien Withdrawal, Discharge or Subordination – Remove or modify a tax lien to help with refinancing or property sale.

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• Levy Release – Stop or reverse IRS levies on wages, bank accounts, or property once resolution is in progress.

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• Doubt as to Liability Offer in Compromise – Resolve situations where the amount the IRS claims is owed is genuinely in dispute.

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• Audit Reconsideration – Reopen a past IRS audit when new information or documentation changes the outcome.

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Tax Resolution Case Monitoring

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Stay ahead of IRS issues with ongoing professional monitoring of your tax resolution case and IRS account activity. This service is designed to help identify significant changes before they escalate into larger problems.

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During an active tax resolution case, monitoring services may be provided as part of your representation. After your case has been resolved, continued monitoring is available as an optional ongoing membership service for clients who wish to maintain oversight of their IRS account and resolution status.

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This service can be especially beneficial for taxpayers with existing IRS resolutions such as Installment Agreements (IA), Currently Not Collectible (CNC) status, or Offers in Compromise (OIC), where ongoing compliance and timely response to IRS activity are important to maintaining the resolution.

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Your membership includes continuous IRS transcript monitoring, alerts regarding significant account activity, quarterly status updates, and assistance responding to IRS activity that could impact your existing resolution or compliance status.

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Whether you are currently resolving tax issues or want continued peace of mind after your case is closed, ongoing monitoring helps ensure your IRS account remains on track and compliant.