Tax Resolution Services | IRS Representation by Enrolled Agent | By the Books
Tax Resolution

When the IRS becomes part of the conversation.

Calm, structured representation in response to IRS notices, audits, liens, levies, and unresolved tax exposure. Conducted by an Enrolled Agent licensed by the U.S. Treasury — authorized to represent clients before the IRS in all 50 states.

Takes about two minutes. Confidential. No commitment beyond the initial assessment.

How to Get Started

Three steps to a clear plan for your situation.

Whether a notice arrived last week or has been sitting unopened for months, the path starts the same way. Each step takes only a few minutes.

Step One

Answer three quick questions

Tell us the basics of what you're facing so your first conversation is focused and useful.

Start the Survey
Step Two

Schedule your IRS Situation Call

Choose a time for a confidential conversation. We review what you've received and outline the appropriate response.

Book Your Call
Step Three

Create your secure portal account

Share notices, letters, and documents privately through our secure client portal — not by email.

Set Up Your Portal Account

Start with Step One. After you submit the survey, you'll be guided to Step Two and then Step Three.

If Something Just Arrived

What to do first if you received a notice.

Do these things

  • Find the response date printed on the notice and note it.
  • Keep the envelope and letter together with any related returns.
  • Read the notice number (for example CP2000 or CP504) — it tells us what the IRS is asking.
  • Start a confidential review before you respond.

Avoid these things

  • Ignoring the notice. Silence is how balances and penalties grow.
  • Sending payment or documents before you understand what is being asserted.
  • Calling the IRS without knowing what's on your transcripts.
  • Assuming it's too late. Some deadlines are short, but options often remain.

Some IRS deadlines — such as the window to request a Collection Due Process hearing after a final notice of intent to levy — are short and strictly enforced. If you have a levy or final notice, start today.

What This Is

A specialized form of representation — not routine tax work.

Tax resolution is what happens when something has gone wrong, fallen behind, or quietly accumulated to the point where the IRS or a state agency has issued correspondence, opened an examination, or initiated collection action.

It is not the same as filing a return. It requires a different posture, a different cadence, and a different kind of advocate — someone licensed to speak for you before the agency, who understands the statutes, the procedures, and the leverage points that determine outcomes.

We handle these situations with the same disposition we bring to all of our work: deliberate, structured, and grounded. No urgency theatre. No panic. Just the right next move, executed correctly.

What We Address

The full range of resolution matters.

Whether you've received a notice, are facing an examination, or are carrying exposure you've known about for a while and never addressed — we can step in, take ownership, and chart a defensible path forward.

  • i.
    IRS & State Notices

    CP-series notices, balance-due letters, math error corrections, identity verification requests, and correspondence audits — read carefully, responded to correctly, and on time.

  • ii.
    Audit Representation

    Correspondence, office, and field audits. We prepare the response, control the scope, manage the document production, and represent you throughout — so you don't speak directly to the examiner.

  • iii.
    Installment Agreements

    Structured payment plans negotiated with the IRS for outstanding balances — including streamlined, partial-pay, and non-streamlined arrangements based on what your situation supports.

  • iv.
    Offers in Compromise

    For qualifying situations where the full liability is not reasonably collectible — pursued through Form 656 with the supporting financial analysis the IRS requires to consider it seriously.

  • v.
    Penalty Abatement

    First-time abatement and reasonable-cause requests for failure-to-file, failure-to-pay, and accuracy-related penalties — pursued where the facts support it and abandoned where they don't.

  • vi.
    Liens & Levies

    Response to federal tax liens, bank levies, and wage garnishments — including release requests, subordination, and withdrawal where appropriate.

  • vii.
    Currently Not Collectible Status

    For situations of genuine economic hardship, requesting CNC status pauses collection activity while financial circumstances are documented.

  • viii.
    Trust Fund Recovery Penalty

    Defense against personal liability assessment under §6672 for unpaid payroll taxes — including responsible-party analysis and willfulness arguments where applicable.

  • ix.
    Innocent Spouse Relief

    Form 8857 petitions for relief from joint liability when the other spouse is responsible for the understatement or underpayment, including innocent spouse, separation of liability, and equitable relief claims.

  • x.
    Unfiled Returns

    Reconstruction and filing of prior-year returns — often the prerequisite to negotiating any resolution. Done correctly so they become assets, not new exposure.

About the Representation

Enrolled Agent. Authorized to advocate.

Three categories of professionals can represent taxpayers before the IRS without restriction: attorneys, CPAs, and Enrolled Agents. Of the three, Enrolled Agents are specifically and exclusively credentialed by the U.S. Treasury for tax practice.

  • i.
    Federal License

    Enrolled Agents are licensed directly by the U.S. Department of the Treasury — not by individual states. The credential carries full representation authority nationwide.

  • ii.
    All 50 States

    Unlike state-licensed practitioners, an Enrolled Agent can represent clients before the IRS in any state without local re-licensure.

  • iii.
    Specialized in Tax

    The EA credential is granted only after demonstrating comprehensive tax-law competency — the only credential where tax is the entire practice, not one of several specialties.

  • iv.
    Continuing Education

    Enrolled Agents are required to maintain ongoing tax education annually — meaning the knowledge base stays current with the code, not frozen in time.

How We Work

Structured. Deliberate. Defensible.

Tax resolution work has phases. We move through them in order, with calm — never letting urgency drive a decision that should be made with full information.

  • i.
    Initial Review & Power of Attorney

    We file Form 2848 (Power of Attorney) so the IRS sends correspondence to us. We obtain your transcripts directly from the agency, which gives us an authoritative picture of what's actually on file — not what you remember.

  • ii.
    Diagnostic & Strategy

    With the transcripts in hand, we identify what's been assessed, what's been filed, what's missing, and what resolution paths are actually available. Strategy follows from facts, not from assumptions.

  • iii.
    Compliance First

    Before negotiating any resolution, all required returns must be filed. We handle that — current year and prior-year reconstructions — so the file is in posture for resolution.

  • iv.
    Negotiation & Resolution

    The actual resolution work — installment agreements, offers, penalty requests, audit response. We handle the agency communication; you provide the information we need and stay out of direct contact.

  • v.
    Closure & Prevention

    Once resolved, we make sure the conditions that created the exposure are addressed — usually with ongoing bookkeeping, planning, and compliance work, so the same problem doesn't repeat.

Questions

Tax resolution: frequently asked questions.

What is IRS tax resolution?

IRS tax resolution is the process of resolving an unresolved tax problem with the IRS, such as an unpaid balance, an audit, a lien or levy, or unfiled returns, through professional representation. An Enrolled Agent files a power of attorney, reviews your IRS transcripts, and pursues the appropriate resolution on your behalf, such as an installment agreement, penalty abatement, or offer in compromise.

How is tax resolution different from tax preparation?

Tax preparation reports what happened in a given year. Tax resolution is representation: it addresses what the IRS has already assessed, requested, or begun to collect. It calls for a different process, a different cadence, and a practitioner authorized to speak for you before the agency.

Who can represent me before the IRS?

Attorneys, Certified Public Accountants, and Enrolled Agents can represent taxpayers before the IRS. Enrolled Agents are licensed directly by the U.S. Department of the Treasury, so their authority to represent clients applies in all 50 states without state-by-state licensing.

What should I do first if I receive an IRS notice?

Do not ignore it, and do not respond or send payment before you understand it. Find the response date printed on the notice, gather the letter and any related returns, and start with a confidential review. Some IRS deadlines, such as the window to request a Collection Due Process hearing after a final notice of intent to levy, are short and strictly enforced.

Can you stop an IRS levy or wage garnishment?

Often there are options, but the right one depends on the facts. Once a power of attorney is on file, we can communicate with the IRS on your behalf and pursue paths such as a levy release, an installment agreement, or currently not collectible status where you qualify. We cannot guarantee a specific outcome, and the IRS decides each request on its merits.

What if I have unfiled tax returns?

Unfiled returns are common and are usually the first thing to address. The IRS generally will not consider most resolution options until required returns are filed, so we reconstruct and file prior-year returns first, using IRS transcripts to keep them accurate.

What happens after I complete the three-question survey?

The survey gives us the basics of your situation so your first call is productive. You then schedule your IRS Situation Call and create your account on our secure client portal, where you can share notices and documents privately. On the call, we review your situation and outline the next steps, including how we obtain your IRS transcripts.

How much does tax resolution cost?

Fees depend on the scope of the matter: the number of tax years, the type of notice or collection action, and whether returns must be filed first. We review your situation before discussing an engagement so the scope and fee reflect what your case actually requires.

Do you work with clients in every state?

Yes. We work virtually with clients nationwide, and Enrolled Agent authority to represent taxpayers before the IRS applies in all 50 states. Representation before state tax agencies is governed by each state's own rules, which we confirm during your review.

Begin

If something has arrived from the IRS — or has been sitting unaddressed — let's review it.

The first step is a confidential conversation to understand the situation, pull the relevant transcripts, and outline what an appropriate response looks like. No commitment to engage beyond that initial assessment.

Already completed the survey? Schedule your call · Open the client portal