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IRS PROTECTION PLUS PERSONAL
$ Free Account
- This plan is designed for the individual or family that wants to make sure their tax history is clean and any future IRS issue can be handled without any headaches. We work directly with you and the IRS data on file to determine your status and put together a plan going forward. Then we monitor any correspondence with the IRS to assure that surprises don't turn up.
- Complete Authorization Form (Form 8821)
- Complete a 20 Year Review of PERSONAL Tax Records
- Complete PERSONAL Report and make recommendations
- Monitor For Any IRS Correspondence To Client
- Review Any Letter with Client
- Provide Written Response To The IRS for Client
- Make The First Phone Call To The IRS For Client
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IRS PROTECTION PLUS PREMIUM
$ 1500
- A Plan for the person that is finding immediate needs with the IRS that have to be taken care of and can assure this problem is resolved and any new problem going forward. We go over past files and future plans with the client and assure that the current situation has a plan that can be implemented.
- Complete Authorization Form (Form 8821)
- Complete a 20 Year Review of ALL Tax Records
- Complete ALL Report and make recommendations
- Monitor For Any IRS Correspondence To Client
- Review Any Letter with Client
- Provide Written Response To The IRS for Client
- Make The First Phone Call To The IRS For Client
- Complete The Power of Attorney form (Form 2848)
- Represent The Client As Their Legal Representative
- Make All Phone Calls To The IRS On Behalf Of The Client
- Negotiate with the IRS in behalf of the Client
- If Current Issue Exists, Begin Immediate Negotiations With IRS
- Take Care of Any Issue With State Department That May Exist (including Passports)
- Begin Immediately On Issues over $100k in back Taxes
- Determine what legal issues the Client may be up against
- Take Any immediate action needed