Questions? We've got answers.
Welcome to our TaxRise Help Center.
Call Us
Toll Free: +1 (877) 697-4732
About TaxRise
From the beginning, the TaxRise Team has had one mission in mind: your freedom. We’re dedicated to helping people resolve their tax problems painlessly with the expertise and empathy that they deserve. You want to get back to your life and experience the bliss of being tax debt free – and that’s exactly what we aim to accomplish.
With years of experience in the tax relief industry, TaxRise has developed a simple yet robust two-phase process to achieve stress-free solutions for your IRS tax debt. It begins with a free, no-obligation consultation over the phone so that we can learn about your current financial situation including, the amount you owe to the IRS.
See why so many of our satisfied customers recommend TaxRise.
Our innovative, two-phase approach to tax relief has helped us become America’s fastest-growing tax relief company. You cannot claim this status without breaking industry norms.
While many tax prep companies prioritize getting their clients into IRS repayment agreements, we prioritize getting our clients the best resolution possible.
Anyone can call the IRS and put themselves on a repayment plan. Nevertheless, that is just what so many of our competitors do, and frankly, it’s unscrupulous.
We, however, provide our clients with a team of certified tax experts, case managers, and resolution officers with the sole purpose of settling their tax debt. At TaxRise, we go the extra mile every time – we do not take the easy solution.
Both! We specialize in both personal and business tax debts.
Yes. Our tax attorneys and CPAs are licensed and approved by the state of California to carry out their primary duties.
As well, we are members of the BBB and the NATP.
See our full accreditation here.
Popular Questions
The cost of your resolution is determined on a case-by-case basis, with the main contributing factors being your tax liability situation as well as the program that we enroll you into.
While your Settlement Officer will quote you an estimated cost of your resolution during the initial consultation, the final cost will be determined based on the findings from our discovery analysis. Due to this, the fee that you pay for your discovery analysis will be attributed to your total resolution fee.
To receive a custom price estimate for your resolution, please call 833-419-RISE.
Due to the individual nature of IRS resolutions, each TaxRise case will be provided with a customized timeline.
An IRS resolution typically takes 3 to 8 months but is dependent on consistent and open communication with your case manager.
Please note that due to the current pandemic, the IRS has been severely backlogged in some of its resolution processing. You may notice a delay achieving your resolution.
To qualify for an IRS resolution, you must be compliant and up-to-date with filing on all tax returns. If you have unfiled tax returns, a Tax Preparer will be assigned to your TaxRise case to manage and maintain your compliance.
If you are unsure which documents you will need – don’t worry. We will guide you through the process of obtaining the necessary documentation. Typically, we will need your latest W-2 or 1099 from your most recent employer and any deductions you may have.
See Your Resolution Checklist for additional information.
We can conduct our initial phone consultation as long as you have a rough estimate of how much you owe. However, our minimum requirement is that our clients owe at least $5,000 in back taxes or have unfiled back taxes.
If you have neither, it is likely that our services would cost you more money than you would end up saving.
We recommend that you get a quote from the IRS to determine a more accurate estimate of how much you owe in back taxes and liabilities. You can do this by contacting your local IRS office.
Yes, the IRS accepts phone calls from the general public, however the average wait-time to speak with a IRS representative is about 2 hours per call. If you would like to contact the IRS directly, it is recommended that you visit your local IRS office or send a letter via US mail.
As a TaxRise employee, our attorneys and case managers have direct access to IRS representatives. If you are a TaxRise client, please allow your case manager to handle all IRS communication on your behalf to limit unnecessary wait times.
General & Billing Questions
No, the IRS requires all repayment funds to come directly from the taxpayers. The money that you give us will go toward the fees required to retain our services.
The cost of your resolution is determined on a case-by-case basis, with the main contributing factors being your tax liability situation as well as the program that we enroll you into.
While your Settlement Officer will quote you an estimated cost of your resolution during the initial consultation, the final cost will be determined based on the findings from our discovery analysis. Due to this, the fee that you pay for your discovery analysis will be attributed to your total resolution fee.
To receive a custom price estimate for your resolution, please call 833-419-RISE.
TaxRise frequently takes on clients who already have an installment agreement / payment plan set up with the IRS.
If you have an installment agreement with the state, you must maintain timely payments. If your installment agreement is with the IRS, it is your choice to continue making that payment.
Should you choose to discontinue your payments with the IRS, please forward any notices from the IRS to your case manager immediately.
Often, the IRS will prompt taxpayers into an installment agreement or monthly payment plan when the taxpayer is actually qualified for a better resolution.
When we take you on as a client, we will work to either significantly reduce your monthly payments or settle your tax debt for a fraction of your original tax liability.
Yes. The state and federal governments participate in offset programs. If a debt is owed to one or the other they can claim certain refunds.
The burden to prove your financial hardship to the IRS falls on us, but we need to provide the Federal/State government with updated financial documents including but limited to:
- Copy of the three (3) most recent pay stubs
- Proof of any additional income you received on a monthly basis
- Copy of the three (3) most recent bank statements
- Copy of your last tax return
- Proof of all household expenses over the past three (3) months
- Proof of current state or federal tax liability and payment plan (if applicable)
- Most recent mortgage statements
- Proof of one (1) month’s non-business transportation expenses
- Proof of payment for health insurance and out-of-pocket medical expenses
*Additional materials may be needed. Please confirm with your case manager.
Client Support
Even if your former spouse has back taxes, you are still just as responsible for them as they are.
Fortunately, you can apply for Innocent Spouse Relief which can forgive your responsibilities of paying off back taxes. Learn more about how you can apply here.
Your client portal is the primary place to submit your documents.
During enrollment as a client, you will create a client portal account. Then, your Case Manager will walk you through verifilink – our very own in-house software designed to make completing documents easy and stress-free.
After you set up your client portal and verifilink is complete, you can upload the required documents through your client portal.
Enrolled users with a TaxRise client portal account, use this link to access your client portal.
If you cannot access your client portal, your have other options to submit documents:
1. Fax us your documents
You can fax your documents to 949-549-1108. Please attach a fax cover sheet with your name, case number, and case manager’s name. You will receive a confirmation upon receipt.
2. Email us your documents
Scan or take a picture of your documents.
Send them to documents@taxrise.com. Only PDF files will be accepted.
You will receive a confirmation upon receipt.
3. Mail us your documents
If you choose to mail in your documents, please send us a copy and keep the originals for your records. You can mail your documents to:
TaxRise
C/O Your Case Manager
19900 MacArthur Blvd., Ste. 280
Irvine, CA 92612
Once your documents are received, your case manager will review them with you and let you know about the next steps for your case. If you’ve sent us your documents please schedule an appointment to review them with your case manager.
No. Collection agents do not make phone calls. Correspondence is sent via US mail or made in person. If you receive a call or SMS text message from someone claiming to be the IRS, it may be a scam message.
With our Power of Attorney in place, the IRS should no longer be contacting you. If you do receive a letter from the IRS, send it to your case manager as soon as possible and we’ll take care of the rest.
If you suspect that you have received a fraudulent call or letter, you can find more information on the IRS website.
The IRS does not require that you hire professional representation to negotiate a tax resolution. However, if you owe more than $5,000 and/or are facing aggressive collection activities such as a wage garnishment, tax lien, or bank levy, it is strongly advised to seek professional help.
After your resolution, you can choose to enroll in our LifeRise program. This will keep you protected against IRS audits, garnishments, liens and levies, and it will also discount all tax resolution fees if you end up needing them in the future.
We’ll file your taxes every year your membership is active. This will ensure that your taxes are filed properly and on time, preventing future audits.
For more information on LifeRise, you can reach out to your case manager.
More Questions?
You can contact one our certified TaxRise specialists at (833) 419-RISE or email us at info@taxrise.com. Our offices are open Monday through Friday, 9:00 AM – 6 PM PST.
Learn how easy it is to qualify for tax savings.