Those commercials are suspect but we have settled liabilities for over $4 million for less than $5,000 and many lesser amounts using the  IRS Offer in Compromise program.

Typically our fees are based upon our standard hourly rates.  Keep in mind that it may be difficult to extract information from tax resolution clients so charging on a fixed fee basis may be risky.  Streamlined installment agreements typically begin at around $1,800 and offers may be over $10,000 depending on their complexity.

Yes

To be clear, the forms referenced in this question are submitted as part of a request for an installment agreement and not officially “filed”.  Typically you complete an IRS Form 433-A when your client’s case has been assigned to a Revenue Officer (“RO”).   In most of these cases you will negotiate directly with the [...]

You should call the IRS practitioner Priority Line (“PPL”) at (866) 860-4259.  Be sure to have an Installment Agreement Request (IRS form 9465) completed before you call.  This will increase the chance of completing the request quickly.

Assuming you are referring to the IRS, the statute of limitations for “active” collection is 10 years from the date of assessment. By “active” we mean the IRS will come after taxpayer directly. After 10 years the IRS cannot continue to do so but may, if previously filed continue to renew a tax lien on [...]

The IRS will not know to advise resending a Power of Attorney unless (1) you contact them to discuss a client or (2) you send a Power of Attorney that is incorrect, incomplete, or does not encompass a broad enough spectrum.  If any of the above occur the IRS will ask for an updated Power [...]

Yes.  Typically the IRS can span a few years forward.

No. A single CAF must be obtained by a representative (one per representative) prior to speaking with the IRS. The number assigned is representative-specific and will stay with the representative as long as he or she remains in practice.

Yes. For the IRS, the 10-year statute is based upon the date of assessment and is not related to payment.

If you are referring to the collection statute we instruct our clients not to sign a waiver. If you are talking about audit and not collections. Typically you do not have a lot of choice in the matter. If you do not extend the assessment period the IRS will disallow the deductions in question and [...]

Yes. In order to get credit on the IRS approved Kinsail website we need a PTIN number, full name and designation (i.e. EA)

Stop work. Then wait to see if the client changes their mind and decides to pay you. If not you may revoke the POA. If there is no impending activity we typically wait up to 6 months unless the client requests we do so sooner.

We do not offer refunds for clients who change their minds.

In order to get credit as an Enrolled Agent on the IRS approved Kinsail website we need a PTIN number, full name and designation (i.e. EA)

This is a complex question that would take days if not weeks to teach.  That being said here are a few tips to help you get started.  If you prepare tax returns, look toward your existing clients.  Chances are they do not have unfiled returns but you never know.  If your client is a company [...]

Our fees vary based upon the work being completed. We typically charge on an hourly basis to ensure that a client’s lack of responsiveness or organization does not become our issue. If a client is organized and responds timely a streamlined installment agreement can be completed for in 3 – 4 hours, a hardship installment [...]

Based upon the amount you charge, we would need to complete the work necessary to request and process the agreement in less than 1 hour.  Keep in mind that submitting an installment agreement request is not just a matter of picking up the phone and asking.  First you must complete the paperwork.  This typically includes [...]

You do not however I recommend that you attend our certificate program to become proficient in the subject. By doing so you not only learn how to practice properly and effectively but also earn CPE credit. Our Tax Resolution Specialist certificate is not required but highly recommended.

We offer a three-tiered program, We can (1) provide “back office” assistance via consultation services you get as a subscriber to our Professional’s Portal, (2) work together with you and your client to resolve their tax matter or (3) you may refer the case to us if you are not qualified or comfortable with the [...]