Our Process To Your Financial Freedom

What to Expect From the Tax Resolution Process

If you qualify for IRS tax relief and choose to work with TaxRise, our team becomes your dedicated representative with the IRS. From your first call through your final resolution, you'll always know what's happening on your case, what comes next, and where you stand.

Our tax professionals work with you every step of the way to make your journey to tax relief easy to navigate, transparent, and — most importantly — successful. The process is split into two phases. Phase I is about understanding your full situation and building the right strategy. Phase II is where we put that strategy into action with the IRS and keep you compliant once your case is resolved.

Phase I: Discovery, Analysis, and Strategy

Phase I is about getting the complete picture of where you stand with the IRS so we can design the strongest possible resolution for your case.

• Consultation. We start with a free, no-obligation conversation to understand your tax situation, what you owe, and what you've already tried. This helps us flag the programs you may qualify for before any paperwork begins.

• Investigation. With your authorization, our team pulls your IRS transcripts and account records. This tells us exactly what the IRS shows on your account — balances, accrued penalties, missing returns, and any active collection activity — so nothing catches you off guard later.

• Analysis & Strategy. Your dedicated TaxRise team reviews the findings and models your eligibility for programs like the IRS Fresh Start Program, Offer in Compromise, Installment Agreements, and Currently Not Collectible status — then recommends a strategy tailored to your numbers.

• Review & Advise. Before we file anything on your behalf, we walk you through what we found, what we recommend, and why. Nothing moves forward without your approval.

Phase II: Negotiation, Submission, and Compliance

Once you approve the plan, Phase II is where TaxRise represents you to the IRS and works to lock in your resolution.

• Case preparation and submission. We assemble the supporting documentation, financial disclosures, and applications required by your specific program — done correctly the first time to avoid kickbacks and delays.

• Negotiation with the IRS. Our licensed tax professionals present your case to the IRS (or your state tax agency) and negotiate on your behalf, pushing for the best possible outcome based on your circumstances.

• Final approval and resolution. We share the proposed resolution with you for sign-off before anything is finalized. You always have the last word on what gets accepted.

• Compliance and ongoing support. A resolution only holds if you stay compliant afterward. We help you set up the systems, payments, and filing habits needed to stay clear of the IRS for good.

What You Can Expect Along the Way

Throughout both phases, a few things stay consistent:

• A dedicated case team — case manager, tax practitioner, and licensed representative — who knows your file.
• Clear updates at each milestone, so you're never wondering what happens next.
• No IRS contact on your end while we're authorized to represent you — IRS calls and notices route through us.
• Honest expectations about timelines, eligibility, and the realistic range of outcomes for your case.

If you have questions before getting started, you can browse common tax debt questions or read more about our broader tax relief process.