Tax Relief Advocates

Agent

• Review clients’ financial analyses, recent tax returns, IRS transcripts (AT/ROA/WI), and other key data.
• Preparing customized resolution options for clients to choose from.
• Conducting compliance calls to gather missing information or track IRS processing.
• Negotiating with ACS to establish resolutions, including:
• Installment Agreements
• Partial Pay Installment Agreements
• Currently Non-Collectible status
• Step-Installment Agreements
• Penalty Abatement requests
• Advocating for clients with creativity, empathy, and unwavering integrity.

Enrolled Agent