Tax Resolution & IRS Representation
IRS and state tax debt, resolved by a CPA firm that does this every day.
Liens, levies, payroll tax issues, unfiled returns, installment agreements, offers in compromise and penalty relief. It starts with a complimentary 15-minute introductory call: you describe your concern and the deadlines you know about, and you find out whether a diagnostic engagement is the right next step.
Practice areas
What we resolve
IRS tax liens
Review of federal tax liens, applicable deadlines, and potential release, withdrawal, discharge or subordination options.
Bank levies and wage garnishments
Assistance with bank levies and wage garnishments, including evaluation of available options and requests for relief.
Payroll tax debt
Assistance with unpaid payroll taxes and trust fund recovery penalty matters, including evaluation of resolution options and IRS representation.
Offer in compromise
Settling for less than the balance owed, on one of the three grounds the IRS accepts. We assess eligibility on your own numbers and facts first, because a rejected offer costs months.
Installment agreements
A monthly plan negotiated with the IRS to fit the business or household budget, set at an amount you can keep paying. While an approved plan is current, the IRS generally holds off on new levies.
Unfiled returns and penalty relief
Past-due returns prepared and filed to get back into compliance, with first-time and reasonable-cause penalty abatement requested where it applies.
The process
How a case moves
Introductory call, complimentary
15 minutes with Jorge. You describe the notice and the deadlines you know about, and hear how the firm evaluates a case. No file review yet.
Diagnostic engagement
With a signed authorization we review the relevant tax years, balances, notices and records within the agreed diagnostic scope to assess your situation and recommend next steps. You get the options that fit, in writing, under our diagnostic value guarantee.
Resolution engagement
A separate engagement with its own written scope: the resolution we pursue, the documents needed, the fee, and the calendar.
Resolution and compliance
We negotiate with the IRS, confirm the outcome in writing, and set up the filings and payments that keep you in compliance going forward.
The three engagements
What each step includes
Introductory call, 15 minutes
You describe your concern and the deadlines you know about. Jorge explains how the firm evaluates a case and whether a diagnostic engagement makes sense for you. No file review and no written strategy at this stage.
The facts, in writing
A paid, fixed-fee review of your IRS transcripts and records. You receive a written read of where you stand and the options that fit. Covered by our diagnostic value guarantee.
The work itself
Negotiation with the IRS, filings, agreements and compliance, under a separate engagement with its own scope, fee and calendar in writing.
Our diagnostic value guarantee
The diagnostic engagement is a fixed-fee review of your IRS transcripts and records that ends with a written read of your options. If you find no value in the diagnostic, there is no charge. The terms of the guarantee are explained in the engagement agreement, before the diagnostic starts.
One case, with the usual caveat: a business owner came in with a $175,000 IRS balance and the case settled at $15,000. Every situation is different and results depend on the facts of each case.
Handled our IRS back taxes with empathy and precision. "During a tough economic turn, our business got behind on 941 payroll tax deposits. The IRS threats were overwhelming, and liens were a real possibility. TSA secured a manageable installment agreement, got nearly $28k in penalties abated, and cleaned up our messy intercompany books. They didn't judge us, they just gave us a clear plan and executed it flawlessly."
Elena R., operations director, commercial property management companyClient review, name shortened for privacy. Every case depends on its facts.
Before the call
What to have ready
- The most recent IRS or Florida Department of Revenue letter
- A rough idea of the balance and the tax years involved
- Whether any returns are still unfiled
- No written summary is required. Have your notice handy; we'll guide you through the questions.
Questions
Common questions
How much does the first call cost?
Nothing. The 15-minute introductory call is complimentary, by phone or Google Meet. The diagnostic engagement and the resolution work are separate, each with its fee in writing.
Do I have to come to an office?
No. The firm is based in Port St. Lucie and works virtually with clients nationwide: phone, video and secure document exchange.
Will you talk to the IRS for me?
Yes. With a signed authorization, the IRS deals with the firm directly. You stop taking the calls and letters alone.
The deadline on my notice has already passed. Is it too late?
Usually not. Some options close when a date passes, others stay open, and the IRS process has several stages. Bring the letter to the introductory call and you will hear whether a diagnostic is worth it at this stage.
What does tax resolution cost?
The introductory call is complimentary. The diagnostic is a fixed fee, backed by our diagnostic value guarantee. The resolution work depends on the balance, the years involved and the option we pursue, and you get that fee in writing before any case work starts.
Can you promise a specific result?
No. Results depend on the facts of each case, and we do not guarantee a specific outcome. What you can count on here is a professional first conversation, a diagnostic based on your records and the facts, a written scope and fee, and one named CPA accountable for the engagement.
Guides
Read before the call
I received an IRS CP504 notice. What happens next?
A CP504 means the IRS has sent you several bills, has not received full payment, and is now telling you it intends to levy your state tax refund and may go after other assets.
Read the guide →IRS bank levy: how it works and how to get it released
A bank levy reaches the money that is in your account on the day the bank receives it, and the bank holds that money for 21 days before sending it to the IRS.
Read the guide →Offer in compromise: who qualifies and how the IRS decides
An offer in compromise lets you settle a tax balance for less than the full amount, on one of three grounds the IRS accepts.
Read the guide →Payroll taxes behind: the trust fund recovery penalty explained
The income tax and Social Security and Medicare amounts withheld from employees' pay belong to the government from the moment they are withheld.
Read the guide →What an IRS tax lien actually does, and how to get it released or withdrawn
A federal tax lien is a legal claim against your property for unpaid taxes.
Read the guide →Have not filed taxes in years? Here is where to start
If you have not filed in years, start by confirming which years you must file, based on your filing requirements, your IRS records and any notices you received.
Read the guide →Received an IRS notice? Check the response deadline, and let's discuss your next step.
Complimentary 15-minute introductory call by phone or Google Meet, with Jorge.