Our Tax Settlement Process: Five Steps With Licensed Tax Agents in Pasadena, CA
Not knowing what happens next is one of the hardest parts of owing the IRS. To help clients understand our process, Fresh Start Tax Relief Services in Pasadena has built a step-by-step procedure that guides you through the flow of our tax debt relief work. Our team of licensed tax agents is a women-owned business with decades of experience dealing with the IRS, and we want you to know exactly where your case stands at every stage.
Step 1: Contact Us
You start the process by getting in touch with us, either by filling out our online form or by calling our toll-free number, (800) 250-8884. The consultation is free and confidential, and we will truly listen. We want to hear what happened, what letters you have received, and what a good outcome looks like for you.
It helps to have a few things handy for that first conversation: any IRS or state notices, your most recent tax returns, and a general sense of your income and monthly expenses. If you do not have everything, that is fine. We will help you track down what is missing.
Step 2: Analysis of Your Case
Once you become a client, we collect the pertinent information we need to figure out how to resolve your tax problems. We are a team of hardworking women who work closely with you to analyze your case and determine the best course of action.
We review your IRS account records, look at which years have balances, and check how penalties and interest have been applied. Then we present our case analysis to you, along with our proposed resolution. You see the plan and the reasoning behind it before anything moves forward.
Step 3: Compliance Check
The IRS expects your filings to be current before it will agree to most resolution programs. As part of this step, we make certain you are current on your tax filings. If returns are missing, we prepare them. Our unfiled tax returns page explains what that involves.
We use methods that fully comply with IRS policies, which helps the process run more smoothly than it would if you were handling it on your own. Any discrepancies we find, we take care of right away to avoid delays later.
Step 4: Resolution Process
With your filings current, we determine the most suitable IRS program for your financial situation. That may be an Offer in Compromise, an installment agreement, penalty abatement, or a combination. You can see each option on our settle your tax debt page.
During this step, our tax resolution experts talk to the IRS agents directly on your behalf. Before a representative can speak for you, the IRS requires a signed authorization, Form 2848. Once that is in place, you have complete IRS representation, and you never have to talk to the IRS yourself.
Step 5: Case Completed
Besides completing your tax debt relief, we also give you professional advice on planning your future tax returns. The goal is to help you avoid future tax problems and to develop a strategy that saves you money from here on out. A completed case should feel like a true fresh start, not a pause before the next problem.
Serving Pasadena and Taxpayers Nationwide
We follow the same process for every client, whether they live in Pasadena, San Gabriel, Sierra Madre, South Pasadena, or across the country. As we put it, "Not only do we service every single county in California, but we service taxpayers nationwide." Learn more about the Tax Superwomen on the Fresh Start Tax Relief home page.
Frequently Asked Questions
Does the first consultation cost anything?
No. Your first consultation is free and confidential. You can start by calling (800) 250-8884 or completing our online form, which is available 24 hours a day.
Will I have to talk to the IRS myself?
No. Once you sign IRS Form 2848 authorizing us to represent you, our tax agents communicate with the IRS directly on your behalf.
What should I gather before my first call?
Helpful items include any IRS or state notices, your most recent tax returns, and a general picture of your income and monthly expenses. We help you find anything that is missing.
Why does the compliance check come before the resolution?
The IRS generally requires all required returns to be filed before it will agree to most resolution programs. Bringing your filings current first keeps your case from stalling.
What happens after my case is completed?
We give you professional advice on planning future tax returns so you can avoid new tax problems and save money going forward.