
Tax Consultation
The free tax consultation provides us with all of the necessary information we will need to determine whether you qualify for our services and
which tax relief method will work best for your case. Our tax experts are ready to call and assist you with any questions or doubts you may have.
What to Expect From Your Free Tax Consultation
An initial tax consultation is essential to our success. By providing clients with practical answers and giving them access to a free tax expert, we pre-qualify our clients from the start.
​
Try to get a rough idea of the amount the IRS says you owe before you speak with a free tax adviser. Verify any unfiled tax years you might have as well.
However, no worries if you're unsure of your debt amount. During the consultation, we can determine that together.
​
​
​
​
​
​
During the Tax Consultation
The first step in your journey to tax relief is the free initial phone call consultation. During your consultation, a Senior Settlement Officer inquire and explore more about your current tax situation and confirm if you qualify for the
They may ask about your current tax debt amount (and whether it is state or federal), your monthly expenses and income, some basic information on any assets you may own (such as a house or a car). Your Senior Settlement Officer will be able to answer any questions you may have regarding our process, the IRS, or tax relief.
After we verify whether you are eligible for tax relief, we will lay out the most likely tax relief possibilities and aid in your decision-making.
​
Our goal is to always be completely honest with you. We will inform you right away and assist in directing you in the proper route if you don't qualify and our services are not the best choice for your financial position.
​
After Your Free Tax Consultation
If you are eligible for the Fresh Start Program, and choose to work with us, we will follow the procedure:
After your initial tax consultation, we will gather the essential documents to set up your case for the best outcome possible. Your very own Senior Settlement Officer will be appointed, and they will examine the results and develop a plan of action for your case.
​
Before your team files paperwork for the resolution, we will meet with you to share our findings and present our strategy for your approval.
As soon as you approve of our plan, we will prepare your case documents for presentation.Our experts will then present your case to the IRS (or State) and negotiate until we achieve the best possible resolution. Following your final approval of the resolution, we will submit the case on your behalf.
​
You can talk to a tax expert at any point, should any questions arise.
​
​
​