Help clients request the abatement or reduction of IRS penalties, such as late payment penalties or failure to file penalties. This involves preparing and submitting penalty abatement requests based on reasonable cause arguments.

Help clients appeal IRS decisions, such as audit findings, penalties, or tax liabilities. This includes preparing and filing formal appeals, representing clients in appeals conferences, and negotiating settlements with the IRS.

Assist clients who owe back taxes to the IRS. This may involve negotiating installment agreements, offers in compromise, or other tax debt reduction options to help clients settle their tax liabilities.

Help clients achieve compliance with their tax obligations by reviewing their financial records, preparing amended tax returns if necessary, and providing guidance on fulfilling their tax obligations going forward.

1. Eligibility Assessment: can evaluate a taxpayer's financial situation and determine if they meet the eligibility criteria for an Offer in Compromise. This involves analyzing the taxpayer's income, assets, expenses, and overall financial hardship to assess their ability to pay the full tax debt.
2. Documentation Preparation: can help gather and organize the necessary documentation required for an Offer in Compromise application. This includes financial statements, bank statements, pay stubs, tax returns, and any other relevant financial records needed to support the OIC proposal.
3. Offer Calculation: Based on the taxpayer's financial information, we can calculate the appropriate offer amount to propose to the IRS. This involves considering factors such as the taxpayer's ability to pay, future income potential, equity in assets, and allowable expenses.
4. Form Preparation: can assist in completing the required IRS forms for the Offer in Compromise application, including Form 656 (Offer in Compromise) and Form 433-A (Collection Information Statement for Wage Earners and Self-Employed Individuals) or Form 433-B (Collection Information Statement for Businesses).
5. Negotiation with the IRS: can communicate with the IRS on behalf of the taxpayer throughout the OIC process. This includes responding to IRS inquiries, providing additional documentation or clarification as needed, and negotiating the terms of the offer with IRS representatives.
6. Appeals: If the IRS rejects or counters the initial Offer in Compromise proposal, can assist in appealing the decision. This may involve providing additional supporting documentation, presenting arguments for reconsideration, and advocating for the taxpayer's interests in appeals conferences or hearings.
7. Payment Options: If the Offer in Compromise is accepted, can advise the taxpayer on the available payment options for satisfying the agreed-upon settlement amount. This may include lump-sum payments, periodic installment payments, or a combination of both.
8. Tax Compliance: can provide guidance on maintaining tax compliance going forward to prevent future tax issues. This may involve implementing tax planning strategies, adjusting withholding or estimated tax payments, and staying current on filing requirements

1. Financial Analysis: can conduct a thorough financial analysis to assess the taxpayer's ability to pay their tax debt through an installment agreement. This involves reviewing the taxpayer's income, expenses, assets, and liabilities to determine a reasonable payment amount that fits within their budget.
2. Negotiation with the IRS: can communicate with the IRS on behalf of the taxpayer to negotiate the terms of the installment payment plan. This includes discussing the proposed payment amount, frequency of payments, and duration of the installment agreement to find a solution that is acceptable to both the taxpayer and the IRS.
3. Form Preparation: can assist in completing the necessary IRS forms to request an installment agreement, such as Form 9465 (Installment Agreement Request) and Form 433-F (Collection Information Statement). They can ensure that the forms are accurately completed and submitted in a timely manner to avoid any delays in the processing of the installment agreement.
4. Payment Plan Options: can advise the taxpayer on the different types of installment payment plans available and help them choose the most appropriate option based on their financial circumstances. This may include a streamlined installment agreement, a guaranteed installment agreement, or a partial payment installment
5. Tax Compliance: can provide guidance on maintaining tax compliance while on an installment payment plan with the IRS. This includes ensuring that the taxpayer files all required tax returns on time, pays any current tax liabilities as they become due, and adheres to the terms of the installment agreement to avoid default.
6. Modification or Restructuring: If the taxpayer's financial situation changes during the term of the installment agreement, can assist in requesting a modification or restructuring of the payment plan with the IRS. This may involve adjusting the payment amount or renegotiating the terms of the installment agreement to better accommodate the taxpayer's circumstances.
7. Appeals: If the IRS rejects the taxpayer's request for an installment agreement or proposes terms that are not favorable, can help the taxpayer appeal the decision. This may involve providing additional financial documentation or presenting arguments for reconsideration in appeals conferences or hearings.