What to Expect
Once you've made the choice to hire Washington Tax Services, here's what you can expect...
We'll research your record.
A staff member will research your IRS record to determine if there are any holes in your compliance history. If we find any, we'll figure out the minimum of returns that you need filing to bring you in compliance. If you owe money to the IRS, we'll determine what's owed and when it expires (or the CSEDs: collection statute expiration dates). Finally we'll determine where you stand in the collection process.
We'll post Power of Attorney and schedule IRS contact.
One of our representatives will contact the IRS immediately to stop or release levies. If the collection process is not impending, however, your representative will carefully schedule his/her contact to the IRS on your behalf. The "entry point" of contact with the IRS is very important - you don't want to move too fast sometimes (or slow, depending).
We'll track your case.
Your case is tracked to completion by one of our representatives. Staff members regularly follow up with each other to make sure your case is moving along. You'll also be spurred by your case workers to provide any information needed to complete the case.
We'll package your resolution and ask you to sign and forward it to IRS/State.
Most cases will be finished up via email, where you will be asked to sign and date documents and then forward them to the IRS. We'll ask that you let us know when the package is off so we can track it.
We'll follow up on the progress of your resolution.
We'll track the progress of your resolution directly with the IRS. The IRS will call us or mail us their response to the resolution. Hopefully at this point we're done because your resolution is accepted. But if that doesn't happen, we're committed to working your case until you have a positive outcome...
We'll appeal the resolution if it fails.
If the IRS rejects whatever we propose (Offer in Compromise, Installment Agreement, Penalty Abatement, etc.), we will begin preparing the appeal of the resolution. The appeal is included in the flat-fee that you paid us originally.
We'll keep working if an appeal fails.
If the appeal fails, we'll put together another form of resolution to keep the IRS collection process stopped. If your offer fails in appeals, for example, we'll look to get your case in uncollectible status or a payment plan. This added process might require a reopening fee depending on how long your case has taken and whether the rejection of appeals was due to client neglect or unforeseen circumstances. Naturally, we want to be fair in judging a continuation fee but also respectful to the amount of time we devoted to your case.
We'll provide great customer service.
If you have any questions about the process, your original case worker will be available to you with a direct phone line and email address.
Talk with a tax expert for free (888) 282-4697 Registered members of the National Association of Enrolled Agents.
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