Reliable Tax Relief Firm

Forum|Forum|11 months ago
July 21, 2025
2 replies
15 views

Client needs help with tax relief. I don't offer that service. Who would you recommend?

Thanks in advance for your help!!!

ProSeries Professional

sjrcpa

Level 15

Not anyone who advertises on tv.

Check with CPA firms and tax attorneys in your area.

Are you a member of a professional association?

The more I know the more I don’t know.

IRonMaN

Level 15

"Not anyone who advertises on tv"

Best advice given this year 😀

Slava Ukraini!

BobKamman

Level 15

IRS employees, what's left of them, have to follow rigid algorithms to determine who will be allowed the most common types of relief -- instalment agreement, offer in compromise, currently not collectible. It doesn't take much time or training to rule out any or all of these. Consider determining whether there is any hope before sending someone off to an expert who will charge a fee for the same advice.

How much does your client owe? If it's less than $10,000, or less than $50,000, there are special programs available. If it's $5,000, he has a million equity in his house and drives a Maserati, help with a reality check.

ljr

Level 9

you can ask a couple of questions and determine if they would actually quality for "help"

how much do they owe vs assets (cash/retirement accounts/home equity)

If they can't prove to irs that they don't owe the money - in that the assessment is wrong and they have assets they can forget the offer in compromise - save them the money of going to one of these "tv" places.

You should be able to determine if they really owe the money or not - then explain installment agreements

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