Offer in Compromise

The best solution for your tax problem will depend on your specific situation. One of the most powerful settlement options, particularly if you owe over $25,000, is the IRS' Offer in Compromise program.

This program allows us to pursue a specific dollar settlement for you based entirely upon your particular circumstances.

NOTE: If you have any unfiled returns, they will need to be filed prior to submitting an Offer in Compromise.  (We'll of course be happy to help you with this unless you have a tax preparer you're happy with.

In order for us to know whether you qualify, and how much of a settlement the IRS would accept if you do qualify, we need to know two things:

What's the total amount you owe the IRS including penalties and interest?  

What does your "financial snapshot" look like?  

To get this information we'll ask you to fill out the IRS Collection Information Statement, Form 433-A.  If you're self-employed and your business is incorporated, we'll also need to get a separate statement showing your business "snapshot", Form 433-B.)

For a low fee, we can do an informal review of your situation to see if you would qualify for an Offer in Compromise, and also, what approximate range of settlement your situation would qualify for. (Call or e-mail us for details!)

Since we'll be using the information you provide for estimating the offer amount that you would qualify for, it's very important to be as accurate as possible.

One other piece of good news:  Congress recently passed a new law allowing Offer in Compromise settlements to be paid over as much as 18-24 months...even more in some cases!  You're no longer faced with the task of coming up with a lump-sum settlement over 30 or 60 days!

If you want to find out if an Offer in Compromise is for you, call or e-mail us right now!

Every situation is different, but below are just a few of the settlements that we have gotten for our clients:

Approximate Balance Owed 

Settlement Amount

$316,000

$27,000

$64,000 $740
$1,500,000 $540,000

$32,000

$500

Fees vary upon the service(s) you need.  Call or e-mail us for a quote today.  We take the following forms of payment:

Debit Cards Credit Cards
Comcheks EFS Transhecks
Personal Checks Money Orders
Cashier Checks Western Union



 
E-Z Tax Checklist for Truckers
Click here to print our Tax Checklist
To view or print this form, you will need Acrobat Reader installed on your computer.  Click the link below to start the download.






 
Power of Attorney - Form 2848
Click here to print the Power of Attorney form
To view or print this form, you will need Acrobat Reader installed on your computer.  Click the link below to start the download.






 
Power of Attorney - Form 8821
Click here to print the Power of Attorney form
To view or print this form, you will need Acrobat Reader installed on your computer.  Click the link below to start the download.






 
Collection Information Statement - Form 433-A
Click here to print the Collection Information Statement
To view or print this form, you will need Acrobat Reader installed on your computer.  Click the link below to start the download.



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