During our Discovery phase, we are trying to thoroughly understand your tax situation, along with your financial situation. For your tax situation, we want to discover if this is the actual tax debt owed. Sometimes there could be a misunderstanding or missing information that could alter that tax debt amount. We want to do that homework to see if what the IRS says you owe appears to be correct.
For your financial situation, this is one of the primary things that the IRS will look at to assess your ability to pay and whether you qualify for some of the resolution options available. So it’s a really important component for us to analyze and understand.
At the end of the Discovery phase, we’ll have a good idea of what your tax relief resolution options are and we’ll create and recommend a resolution plan that’s right for you.