Our Process To Your Financial Freedom

We’ve designed a two-phase process that allows you to confidently resolve your tax debt and find the best possible resolution.

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.

PHASE I

Consultation

01

Investigation

02

Analysis & Strategy

03

Review & Advise

04

Phase I: Tax Discovery

Complimentary Consultation

We offer free consultations as the first step in your journey toward financial freedom.

At TaxRise, we only take on cases we are confident we can resolve. That’s why we give all potential clients free, no-obligation consultations. 

In just 15 minutes, we can determine your tax relief eligibility, discuss possible case strategies, and explain the next steps for resolving your tax debt. 

Tax Investigation

Once you become a TaxRise client, we’ll begin our investigation. 

Our tax professionals will let the IRS know that you have hired us to resolve your tax debt, obtain your complete IRS file, and stop all IRS collections for 30 days as we put together your case strategy. 

Analysis & Strategy

Our team will then create a Case Discovery Analysis with the information gathered from your tax investigation.

Once completed, your Tax Resolution Officer will determine the best strategy for your unique case. After that, we will reach out to you for final approval to move forward with your resolution.  

Review & Advise

After your Case Discovery analysis is complete, your Tax Resolution Officer will reach out to you to schedule a Review and Advise Consultation.

During this meeting, your Tax Resolution Officer will walk you through your Discovery Analysis, discuss any new or time-sensitive findings, and propose our case strategy for your approval. 

PHASE II

Resolution Preparation

05

Presentation & Negotiation

06

Resolution & Submission

07

Compliance

08

Phase II – Resolution 

Resolution Preparation

The first step in Phase II is establishing compliance with the IRS.

During this time, we will file any past-due tax returns, complete your financial questionnaire, and compile your financial documents.

Presentation & Negotiation

Once we prepare your resolution, our tax professionals will present your case to the IRS.

Here, we will negotiate with the IRS and/or your state agency until we reach the best possible resolution.

Resolution & Submission

Finally, we will present you with the negotiated resolution for your approval.

Once you give us the green-light, our team will submit your resolution to the IRS and resolve your tax issue.

Compliance

However, the final tax resolution is not the end of the road. All resolutions require that you stay in compliance with the IRS in the years following the agreement. 

So, we set our clients up for long-term success. Your case manager will walk you through what needs to happen to stay compliant with the IRS and make sure you don’t fall into tax debt again.

Qualify today for a Fresh Start.

Learn how easy it is to qualify for tax savings.