Get Peace Of Mind
Back Taxes Never
Go Away On Their Own!
If the IRS is knocking on your door, Our Tax Resolution Team can help you find relief—fast!
Accreditations & Awards
Here’s How We Help You
Get Your Life Back
The IRS is a financial juggernaut that doesn’t care about the people behind the financial struggles; they simply want their money. At Tax Samaritan, we help shield our clients from this overbearing government agency to help them overcome financial hurdles and stressful times with years of hands-on tax experience!
All of this takes place without you ever having to leave your home. We live in a day and age where technology makes it easy for us to represent you no matter where you reside.
The Taxpayer Roadmap illustrates, at a very high level, the stages of a taxpayer’s journey, from getting answers to tax law questions, all the way through audits, appeals, collection, and ligitation. It shows the complexity of tax administration. The road to compliance isn’t always easy to navigate. If you find yourself struggling to navigate the IRS roadmap, you should consider getting help. At Tax Samaritan, all you have to do is take three simple steps. Here’s our roadmap to tax relief looks like:
Our Easy 4-Step Process for Tax Resolution
Worry Less, Live More
No Obligation Tax Relief Strategy Call
No obligation tax relief strategy call where we determine the plan customized to your needs.
We will contact the IRS on your behalf to gather up-to-date information on where you are with unfiled returns and unresolved issues.
We will get to work solving your tax problems by establishing compliance and putting your resolution in place to get your case settled.
Peace Of Mind and Freedom
You will finally be free of your tax issues and enjoy the peace of mind you deserve!
If you are looking for a simpler and better option, read on to learn more about our Roadmap to Resolution:
What to Expect When Resolving Your Tax Debt
Many of our clients who retain our tax relief services are interested in knowing two things:
1) Can you settle this for less than I owe; and 2) How long will this take?
Upon retaining our firm to resolve your tax issue, some of the relief will be immediate and some will be over time. It is important to keep in mind that IRS problems didn’t come about overnight and will take time to resolve. The good news is that generally you won’t have to meet or speak with the IRS while we are representing you. An average Offer in Compromise (OIC) case can take anywhere from 6-12 months (or longer) depending on the amount of tax liability owed, the complexity of the case, and your individual facts and circumstances.
Road Map to Resolution
Free Consultation: If you have never been a client of ours, the first step is to call for your confidential, no obligation free consultation. At this meeting, an experienced tax resolution consultant, CPA, Attorney or Enrolled Agent will evaluate your situation and discuss all available options for resolving your matter. This generally takes about 30-45 minutes; however, there are times where the information provided at this meeting is not sufficient to determine a course of action. It is advised therefore to have all recent notices and correspondence from the IRS available during our first consultation. The first step is to hire us to obtain your IRS transcripts and Record of Account so we can best evaluate all of your alternative settlement options.
1. Retaining Our Firm: At the end of your consultation, and if selected as a good “fit” for our firm, you will be given the opportunity to retain us as your tax representative. You will be required to sign an Engagement Letter and make financial arrangements in order to pay for our tax help services.
We will file a Power of Attorney (POA) with the IRS. This will provide you with immediate relief because we will attempt to get a collection hold (no enforced collection) on your account and from this point forward, the IRS will be required to contact us instead of you. If an IRS representative should happen to contact you, all you need to do is provide our contact information, including phone number, and politely request that he or she contact Tax Samaritan directly. A separate POA will be required for any state problem you have retained us for as well.
2. Beginning the Tax Resolution Process: You will be assigned a case manager who is in charge of your case. All of our case managers are licensed professionals and are extremely qualified. Our case managers are Attorneys, Certified Public Accountants or Enrolled Agents. Together we will develop a phased strategy for resolving your case and advise you on what steps to take for the most effective resolution. Your case manager is available to you by direct dial phone, individual e-mail, or in person on a Zoom call. At Tax Samaritan we employ the team approach to resolving your tax problems. Our case managers are supported by a staff of experienced technical specialists who will be your point of contact.
3. IRS Compliance: Generally, before any negotiation/settlement will be accepted by the IRS, you must become a compliant taxpayer. Compliance means that all past due delinquent income tax returns must be prepared and filed. Compliance also means you have to be “current” on you quarterly estimated income tax payments and you must be withholding at the correct rate if a wage earner. Your case manager is experienced in what must be done to achieve compliance and will advise you accordingly. If you cannot furnish records necessary to prepare your taxes, Tax Samaritan has developed methods, in accordance with IRS regulations, for completing the preparation of tax returns in order to get them filed right away.
4. Your Responsibilities: Clients who achieve successful resolution of their matters have the following traits in common: They view the relationship with us as a collaborative one. They view this as a “project” that requires cooperation. They follow through, on a TIMELY basis, with our requests for information and documentation. Clients who achieve stated resolution goals return our phone calls and emails timely, and stay in contact with us throughout the duration of their case.
5. Tax Settlement Negotiation: We will propose a plan of resolution to the IRS that you can live with and see through to acceptance. We have an excellent IRS settlement track record rate and pride ourselves in obtaining the best (lowest) settlement for you under the law. It is rare, however, that a proposal is accepted right away. Through diligence, persistence, and follow-up our knowledgeable staff will monitor, provide additional information to the IRS as needed, and negotiate your proposed resolution until a resolution is achieved.
6. Tax Resolution is Reached: We will review the final resolution of your case by the IRS to make sure it is as agreed upon. If not, we will insist that it be changed to reflect what was agreed to. If the IRS is unwilling to do this, we will advise you as to what your options are for the next step. Finally, you will be advised on what you must do in order to succeed with your resolution and avoid future tax problems.