Your income and assets may not cover the tax balance

A doubt-as-to-collectability offer is evaluated using your financial circumstances and collection period. • Review income, necessary expenses, assets and liabilities. • Estimate asset equity and future income under the applicable rules. • Compare lump-sum and periodic-payment offer calculations. • Confirm required filing and payment compliance before submission. You receive a written financial analysis, supporting document checklist and discussion of the assumptions used.

An Offer in Compromise package presents the proposed amount and the records supporting it. • Organize financial records and identify missing information. • Prepare the applicable offer materials, including Form 656. • Review the payment option and submission requirements. • Respond to IRS requests for additional information during review. You receive a copy of the submitted package and updates on correspondence handled within the agreed scope.

The service scope is based on the records, tax periods and offer work agreed before engagement. • Account and collection-period review. • Financial document review and collection-potential analysis. • Preparation of the agreed offer submission and supporting records. • IRS correspondence on the offer within the agreed scope. • Case Analysis pricing information: Free — Free Notice Decoder / free path. The free decoder explains your notice from its type and date. No documents are uploaded at the free step. $97 — Notice Review. Send us your IRS notice along with your own transcripts. We tell you what the notice is, what it means, and what the issues appear to be at a high level. This is information, not tax advice. $497 — Case Analysis. We pull your transcripts, analyze your whole situation, and give you a written do-it-yourself plan. $1,000 — Representation. Power of attorney (Form 2848) and we represent you before the IRS. Flat $1,000. The $97 Notice Review is credited toward the $497 Case Analysis. Fixed fees, confirmed in writing before work begins. Not a guarantee of any IRS outcome. We never charge a percentage of tax saved. You receive a written scope, deliverable list and fee terms before representation begins.

These provisions describe the IRS compromise authority and offer evaluation guidance. You receive the references relevant to the agreed scope.