To begin, we will set up a secure client portal and send you a form to complete, which will allow us to access your federal tax records. Once we’ve reviewed your account, we will identify any outstanding tax issues and explain how they could impact you. We will then provide a clear action plan to address and resolve your concerns.

As part of this process, we will conduct a Financial Appraisal: Personal—a comprehensive review of your financial situation and tax obligations. This evaluation helps us understand your eligibility for an Offer or other solutions to settle any outstanding balances. It also ensures that you are fully informed about the potential tax implications of any major financial decisions.

The IRS analysis and investigation may take up to 21 days from the time we receive your completed form. We will schedule a follow-up appointment to review the findings and conclude with your personalized Financial Appraisal, outlining the best strategies to move forward.

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