If you are under threat or currently experiencing IRS lien and levy collection actions, please contact me immediately! There are several possible options to stop or release such actions. My analysis will attempt to qualify you based on your financial information and additional facts and circumstances.

Federal tax lien: A legal claim against all your current and future property, such as a house or car, and rights to property, such as wages and bank accounts.

Notice of Federal Tax Lien (NFTL): A public notice to creditors. It notifies them that there is a federal tax lien that attaches to all your current and future property and rights to property.

Levy: A legal seizure of property or rights to property to satisfy a tax debt. When property is seized (“levied”), it will be sold to help pay your tax debt. If wages or bank accounts are seized, the money will be applied to your tax debt.

If you have seriously delinquent tax debt, IRC § 7345 authorizes the IRS to certify that debt to the State Department for action. The State Department generally will not issue a passport to you after receiving certification from the IRS.

Upon receiving certification, the State Department shall deny your passport application and/or may revoke your current passport. If your passport application is denied or your passport revoked and you are overseas, the State Department may issue you a limited validity passport good only for direct return to the United States.

Seriously delinquent tax debt is an individual’s unpaid, legally enforceable federal tax debt totalling more than $53,000 (including interest and penalties) for which a:

• Notice of federal tax lien has been filed and all administrative remedies under IRC § 6320 have lapsed or been exhausted or
• Levy has been issued

If you do not file a return the IRS will file a SFR (Substitute For Return). However, this return is based only on information the IRS has from sources other than you. Therefore, it will not include any additional deductions or expenses you may be entitled to and may overstate your true tax liability. Once the tax is assessed the IRS will start the collection process.

I will review all your tax documentation for the complete and accurate preparation of your income tax return. If information is not available, I will provide the guidance necessary to reconstruct such information. I will analyze and discuss your options to adjust the IRS SFR tax assessment.

An audit is a review or examination of an organization’s or individual’s accounts and financial information to ensure information is reported correctly according to the tax laws and to verify the reported amount of tax is correct.

I review all notices & correspondences, supporting documentation, bookkeeping records, and copies of the tax filed tax return(s). It is important that I see everything before the auditor does. This way I can access the strengths and weaknesses of the case and formulate a plan of action and strategy before the audit begins. Sometimes I am retained in the middle of an audit and am able to minimize any damage by performing this pre-audit.

An IRS Offer in Compromise allows you to settle your tax debt for less than what you owe. It may be a good option if you cannot pay the full amount or by doing so would create a financial hardship.

There are (3) different Offer in Compromise programs – Doubt as to Collectibility; Doubt as to Liability; and Exceptional Circumstances (Effective Tax Administration).

My analysis will attempt to qualify you for any one of these options based on your financial information and additional facts and circumstances.

You can make monthly payments through an IRS Installment Agreement if you’re not financially able to pay your tax debt immediately.

The IRS has Streamlined and Expanded Installment Agreements, each with required criteria to qualify for. My analysis will attempt to qualify you based on your financial information and additional facts and circumstances.

The IRS has several types of tax penalties too numerous to list here! However, you have a specific statutory right to have these penalties canceled under certain circumstances.

Even better than your statutory right to cancel penalties is the best kept secret by the IRS since 2001 – an administrative waiver referred to by the IRS as the “First-Time Abate” (FTA) policy!

I have canceled thousands of dollars in penalties and the interest calculated on these penalties. I will analyze your facts and circumstances surrounding the assessment of any tax penalty to qualify you for penalty abatement or claim for refund.

If you owe taxes but cannot enter into an Installment Agreement or Offer in Compromise, you may qualify for “Currently Not Collectible”. This is the process where the IRS freezes all collection activity in order to give you time to get back on your feet financially. If granted, all enforcement collection actions, such as wage, bank & property levies must stop.

My analysis will attempt to qualify you based on your financial information and additional facts and circumstances.