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 Working
with our Tax Advisors
There are a lot of very good tax resolution
firms out there, and each one may go about helping their respective
clients in a different way. At Assurance Tax Advisors, we believe
the best approach is to maintain good open communication with
both the client & the IRS throughout the process!
Below is a brief explanation of how we solve your tax related
issues, and what to expect throughout the tax resolution process.
 Free
Consultation
The first step is to make the call and talk with a tax professional.
This will be a brief and informal conversation to discuss your
current situation, any concerns you might have, and to explore
possible options. The discussion will last no more than 20 to
30 minutes, and you will not be asked for a credit card!
Engagement
If, after talking with one of our tax professionals, you decide
to move forward with our tax firm, then a follow up call or
meeting will be scheduled at your convenience to discuss your
case in more depth. At this time certain documents may need
to be obtained by the tax professional to review any numbers
of factors concerning your case.
After all needed documents have been obtained, and the tax professional
has had sufficient time to review your case, then an analysis
will be written and presented to you. The analysis will cover
your current situation, anticipated costs, and general timeframes
for resolving your tax related issue/s.
At this time, you will be able to make one of 3 choices:
1. You can choose to contract with our firm to represent you
before the IRS, and resolve your tax problems.
2. You are free to take the analysis, and seek a second opinion,
or contract with another firm.
3. You can take the analysis, and attempt to resolve your tax
problem yourself.
There is no wrong choice here, and that’s why we
have set it up this way. Depending on your unique situation
any of the above choices may be the right one. We can’t
be all things to all people, so we understand if you would like
to talk with another firm. Also, not every single tax problem
warrants the services of a tax resolution firm. There are several
minor tax related issues you can solve yourself by dealing directly
with the IRS.
In fact, many of the resources and information you need to solve
IRS problems, are located right here on this website. However,
if you start to feel in over your head, we are always here for
you!
Representation
If after receiving your analysis, and discussing your options
with one of our tax professionals, you decide to contract with
our firm, then we will move forward with representation.
Now, at this time, appropriate payment arrangements will need
to be made and/or agreed upon. Additionally, some paperwork
like a power of attorney will need to be signed.
Following the preliminary arrangements of getting you set up
as a client of our tax firm, we will immediately begin the tax
resolution process on your behalf.
Tax
Resolution Process
The tax resolution process can vary widely in terms of time
to complete, and scope of work, but generally involves the following
steps:
Discovery
Document Requisitions
Strategic Planning
Compliance
Negotiations
Settlement, Resolution, Etc.
Regardless of your current situation, Assurance Tax Advisors can
help. So, give us a call at (888) 918-8121 today,
or fill out the short form on the right side of this page. Remember,
of all your options - ignoring the problem is the least helpful
for you!
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