Our Process

Before contacting us about our services, you may be curious about our process and timeline, which is a very reasonable inquiry that deserves to be addressed by every tax company. We will tackle your case in two phases, with very clear steps to keep you informed throughout the process of relief.

PHASE I

Consultation

01

Discovery

02

Analysis & Strategy

03

Review & Advise

04

Phase I

Consultation

This is the very first step in your journey to financial freedom. During this step, you will pre-qualify for a tax relief program with your Resolution Officer, discuss possible case strategies, onboard as a TaxRise client, and initiate work on your case. 

 Click here to learn more about our consultations.

Discovery

The second step is to establish TaxRise’s Power of Attorney, make contact with the IRS and request your complete IRS file. 

Analysis & Strategy

In this step, we will compile your ten-year IRS history, create what we call a Discovery Analysis report, and begin building a case strategy based on our findings. 

Review & Advise

A Senior Resolution Officer will review your Discovery Analysis, discuss the results with you, propose a case strategy, and initiate Phase II per your approval.

PHASE II

Resolution Preparation

05

Presentation & Negotiation

06

Resolution & Submission

07

Compliance

08

Phase II

Resolution Preparation

Phase II will begin by establishing compliance with the IRS. We’ll file all past due tax returns as needed, complete a financial questionnaire, compile your financial documents, and facilitate all financial recommendations. 

Presentation & Negotiation

At this point, a tax attorney will present your case to the IRS and negotiate as necessary until the best possible resolution is reached.

Click here to learn more about our tax negotiation service.

Resolution & Submission

After some time negotiating with the IRS, you will be presented with the negotiated resolution for final approval. Upon your approval, we can officially accept the IRS resolution.

Compliance

The final step in this long, but purposeful, process is to establish a plan to maintain compliance with the IRS per the requirements of the approved resolution, thus resolving your tax debt! Your Case Manager will continue to keep in touch in case you have any questions or concerns, and to help keep you on track.

Qualify today for a Fresh Start.

Learn how easy it is to qualify for tax savings.

Qualify today for a Fresh Start.

Learn how easy it is to qualify for tax savings.