PLAN Tax Solutions has a team of expert IRS licensed Enrolled Agents (EA’s) that are ready to work to solve your tax problems quickly and affordably. Below is our process so you can understand all the steps that go into your tax problem resolution. We are based in Topeka, Kansas and represent clients throughout the United States.
The first step is to call or come in for your free consultation. We offer a free initial consultation to review you case and explain your options. In this first meeting (can be live in our offices or via phone if you are not in Topeka, Kansas) one of our experienced tax consultants will evaluate your situation and discuss the available options for resolving the matter. This generally takes about an hour; however, there are times where the information provided at this meeting is not sufficient to determine a course of action.
Retaining PLAN Tax Resolution Services:
At the end of your free consultation, you will be given the opportunity to retain PLAN Tax Solutions as your tax representative. You will be required to sign a Retainer Agreement letter and make financial arrangements in order to pay for our tax help services. We will file a Power of Attorney (POA) with the IRS. This will provide you with immediate relief because from this point on the IRS will be required to contact us instead of you. If they should happen to contact you, all you need to do is politely request that they contact us directly and provide them with our phone number. A separate POA may be required for any State problem.
Beginning the Tax Resolution Process:
You will be assigned a case manager who is in charge of your case. All of our case managers are extremely qualified and are an IRS Licensed Enrolled Agent (EA), Certified Public Accountant (CPA) or Tax Attorney. Together we will develop a strategy for resolving your case and advise you on what steps to take for the most effective resolution. Your case manager is available to you by direct dial phone, individual e-mail, or in person. At PLAN Tax Solutions, we employ the team approach to resolving your tax debt. Our case managers are supported by a staff of experienced technical specialists, who from time to time, may have contact with you as well regarding your case.
Generally before any tax resolution can be negotiated, you must become a compliant taxpayer. Your case manager is experienced in what must be done to achieve this and will advise you accordingly. For the most part, you must file delinquent tax returns and demonstrate that you are keeping up with your current tax payments. For those of you that have incomplete records, PLAN has developed methods for completing the preparation of tax returns in order to get them filed.
Tax Settlement Negotiation:
We will propose a plan of resolution to the IRS that you can live with and see through to acceptance. We have a high tax relief success rate and pride ourselves in obtaining the best settlement for you under the law. However, it is rare that a proposal is accepted right away. Through diligence, persistence and follow-up our knowledgeable staff will monitor, provide additional information to the IRS as needed, and negotiate your proposed resolution until acceptance is gained.
Tax Resolution is Reached:
We will review the final resolution of your case by the IRS to make sure it is as agreed upon. If not, we will insist that it be changed to reflect what was agreed to. If the IRS is unwilling to do this, we will advise you as to what your options are for the next step. Finally you will be advised on what you must do in order to succeed with your resolution and avoid future tax problems
Future Tax Problems Avoided:
PLAN’s team is also available to prepare all future Tax Returns to minimize the possibility of future Tax Problems. This is an optional additional service.
PLAN’s Founder Mark Schneider is an IRS Licensed EA in all 50 states!