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    Comprehensive Tax Resolution

    Our process · 5 steps

    From first call to closed IRS case — exactly how it goes.

    No mystery, no salesperson, no marketing layer. A credentialed CPA reads your notices, files Power of Attorney, runs the IRS analysis, and negotiates your resolution in writing. Here's the whole workflow — start to finish.

    Call (214) 646-3802Request a free consult
    At a glance
    Typical timeline
    4–9 months end-to-end
    POA filed within
    24 business hours
    Transcript lookback
    10 years pulled
    Fees
    Flat-fee, written upfront
    Timeline

    What happens, and when

    Real engagements vary, but this is the rhythm a typical case follows. The first three steps run in the first month; steps four and five carry the case to resolution.

    01
    01Day 1 · Free

    Free, confidential consultation

    Call us or submit a request. A credentialed CPA — not a salesperson, not an intake rep — reads every IRS notice you've received, the deadlines running against you, and what's actually at stake. The call is protected by IRC §7216 confidentiality from the first hello. No script, no pressure, no upsell.

    • Same-day callback in most cases (M–F)
    • Honest read on your case — including when we're not the right fit
    • Written flat-fee estimate before you engage the firm
    You receive: A clear yes/no on whether resolution makes sense, and a written fee quote.
    02
    02Days 1–3 · Engagement

    Power of Attorney filed — IRS contact stops

    The moment you sign the engagement letter, we file IRS Form 2848 (Power of Attorney). From that point forward the IRS contacts us, not you. We also lodge Form 8821 where helpful so we can pull every transcript on file — account, wage-and-income, return, and record-of-account — for the last 10 years.

    • Form 2848 filed within 24 business hours
    • Active wage garnishments and bank levies addressed first
    • Full transcript pull (10-year lookback) + CSED statute analysis
    You receive: A confirmation that we're now your authorized representative on record with the IRS.
    03
    03Weeks 1–3 · Investigation

    Compliance check and case analysis

    Resolution programs require compliance first — all required returns filed, current-year withholding or estimated payments on track. We map every unfiled year, reconcile what the IRS already has on wage-and-income transcripts, and run the financial analysis (Form 433-A/B/F) that determines which programs you actually qualify for.

    • Unfiled-return inventory + filing plan (often 1–6 returns)
    • 433-A / 433-B financial analysis vs. IRS Collection Financial Standards
    • Statute-of-limitations (CSED) map for every assessment
    You receive: A written case summary: balances, statutes, compliance gaps, and your real options.
    04
    04Months 1–6 · Strategy

    Resolution strategy + IRS negotiation

    We build the resolution that fits your facts — Offer in Compromise, installment agreement, Partial-Pay IA, Currently-Not-Collectible status, penalty abatement, audit defense, Trust Fund Recovery Penalty defense, innocent-spouse relief, or Collection Due Process Appeal. Then we negotiate directly with Revenue Officers, Appeals Officers, and the OIC unit — in writing, on the record.

    • All IRS phone calls, faxes, and notices routed through the firm
    • Direct CPA access — never handed off to a paralegal
    • Material-update notifications whenever your case moves
    You receive: A signed resolution proposal filed with the IRS and a realistic timeline to acceptance.
    05
    05Closing · Forward

    Resolution closed + forward-compliance plan

    We close the case, document the resolution in writing, and confirm the IRS has posted the result on your account transcript. Then we hand you a forward-compliance plan — quarterly estimates, payroll deposit cadence, withholding adjustments, return-filing reminders — built specifically for your situation so the same problem doesn't return.

    • Written closing memo with IRS posting confirmation
    • Forward-compliance calendar tailored to your facts
    • Open door — we're here if a future notice arrives
    You receive: A clean IRS account, a paid-or-resolved status, and a plan to stay out of trouble.
    Paperwork

    The IRS forms we file on your behalf

    Every resolution program runs on specific IRS forms. Here's the working set — filed in the right order, at the right moment in your case.

    FormPurpose
    Form 2848Power of Attorney — IRS contacts the firm, not you
    Form 8821Tax Information Authorization — full transcript access
    Form 433-A / 433-B / 433-FCollection information statement (individual / business / streamlined)
    Form 656Offer in Compromise
    Form 9465Installment Agreement request
    Form 843Penalty abatement claim (reasonable cause / FTA)
    Form 12153Request for Collection Due Process Hearing
    Form 8857Innocent Spouse Relief

    Full reference library: All IRS forms we work with →

    CPA firm vs. tax-relief mill

    Why the workflow looks different here.

    The "tax relief" industry is a marketing machine layered on top of a small handful of actual tax practitioners. We're the practitioner — no layer.

    What you compareComprehensive Tax ResolutionTypical "tax relief" company
    Who answers your first call
    A credentialed CPA
    Commissioned sales rep
    Who works your case
    Same CPA, start to finish
    Rotating 'case manager' team
    Fee structure
    Flat fee, written scope
    Tiered retainers, surprise add-ons
    Cases declined when not winnable
    Yes — we say so up front
    Almost never — fee comes first
    IRS POA (Form 2848) filed in
    24 business hours
    Often 30+ days
    Direct phone access to your preparer
    Yes
    Routed through call center
    What we guarantee

    Four commitments — in writing.

    These aren't bullet points on a brochure. They show up on the engagement letter you sign.

    Confidential from the first call

    IRC §7216 protects everything you share — even on a free consult, even if you don't hire us.

    Flat-fee engagements

    Written scope, written price. No hourly creep, no surprise add-ons mid-case.

    No commissioned sales team

    You speak with a CPA on day one. We don't pay closers to push you into a retainer.

    We turn cases away

    If you'd be better off on the IRS payment portal or with a different specialist, we say so.

    Franklin Sofi, MBA, CPA, CTRS

    Who you actually talk to

    Franklin Sofi, MBA, CPA, CTRS — on your case from day one.

    Most "tax relief" calls are routed through a commissioned closer who hands you off to a rotating bench of unlicensed "case managers." Here, the CPA who reads your notices on the first call is the same CPA who files your POA, runs your analysis, and signs the resolution proposal sent to the IRS.

    • Certified Public Accountant (CPA)
    • Certified Tax Resolution Specialist (CTRS)
    • ASTPS Gold Member
    • MBA in Finance
    • 15+ years of IRS representation experience
    Read Franklin's full bio
    Why we move fast on Day 1

    Every week without a POA on file is a week the IRS keeps moving.

    Failure-to-pay penalties accrue at 0.5% per month and the failure-to-file penalty stacks at 5% per month up to 25%. Once a Final Notice of Intent to Levy (LT11 / Letter 1058) is mailed, you have 30 days to file a Collection Due Process appeal before the IRS can levy wages, drain accounts, or seize refunds. The POA stops the clock on you and starts it on us.

    Call (214) 646-3802Look up your IRS notice
    Common questions

    What clients ask before they engage.

    How long does the full process take?+

    Most cases close in 4–9 months. Streamlined installment agreements can resolve in 30–60 days. Offers in Compromise typically run 6–12 months because the IRS unit is backlogged — but the active negotiation on our side usually wraps in weeks, not months.

    Will the IRS keep calling me once you're engaged?+

    No. The moment Form 2848 is on file, the IRS is required to route contact through us. If a Revenue Officer keeps reaching out to you directly, you forward it to us and we handle it.

    What does it actually cost?+

    Engagements are flat-fee and scoped in writing before you commit. Simple installment-agreement cases start in the low four figures. Complex multi-year Offer in Compromise or audit-defense engagements price higher because they involve more filings and more IRS negotiation hours. You get the exact number — in writing — before you sign anything.

    What if I have unfiled returns?+

    Almost every case starts with unfiled years. Filing compliance is a prerequisite for every IRS resolution program, so we build return-preparation into the engagement and file them in the correct order to minimize new penalties.

    What if I can't pay anything right now?+

    That's exactly the case for Currently-Not-Collectible (CNC) status. We document your financials against IRS Collection Financial Standards, file for CNC, and the IRS halts active collection. Penalties and interest still accrue, but levies and garnishments stop.

    The first call is free. The clarity it gives you is the whole point.

    15 minutes with a credentialed CPA. We'll pull your IRS transcripts, walk through your real options, and tell you honestly whether you need representation — or whether you can handle it yourself.

    Call (214) 646-3802Free Consultation
    Call Now: (214) 646-3802