Frequently Asked Questions

What type of documents will the IRS ask for?

Paycheck stubs, bank statements, mortgage or rent payments ,utility bills, etc. We will provide you with a checklist of documentation to collect in assisting us in settling your IRS debt.

What are your fees?

Our fees for an Offer in Compromise are reasonably based on a flat rate and the terms of our engagement will be presented to you during your FREE consultation.

Is an Offer in Compromise best for me?

That depends on your situation, which is different for each taxpayer. That is why we offer a FREE consultation to assess your needs and to recommend what would be best for you in your particular situation. The OIC does NOT blemish your credit. In fact once the Offer is accepted and paid, all liens are released. We suggest that you complete our pre-qualification form and send it back to us, or call us directly so that we can analyze your situation.

Will I have to speak to the IRS if you take my case?

Nope! I will handle your case entirely. All communications with the IRS will be made directly through myself as an Enrolled Agent.

What is an Enrolled Agent?

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

What if I don’t have the money to pay what I owe?

As an Enrolled Agent who is experienced in the matters of back taxes. By analyzing your situation, we can determine your best course of action. For many taxpayers with no ability to pay, this typically leads to an Offer in Compromise. For others we can negotiate a payoff amount that can save you thousands of dollars.

What People Are Saying.

“Patty is always there for me. Needed to file extensions and she quickly handled it for me. I couldn’t ask for better service! Thanks again Patty!”

West Bank Auto Leasing