Frequently
Asked 
Questions

1 

What is tax resolution? 

Tax resolution refers to the process of addressing and resolving problems with the Internal Revenue Service (IRS) or state tax authorities. This can include dealing with back taxes, audits, liens, levies, wage garnishments, or unfiled tax returns. Our services aim to help individuals and businesses settle their tax debts and achieve compliance. 

2

When should I seek professional help for tax resolution? 

It's advisable to seek professional help as soon as you become aware of a tax problem. The sooner you address the issue, the more options you typically have. This includes receiving notices from the IRS, being unable to pay your taxes, having unfiled returns, or facing collection actions like liens or levies. Don't wait until the situation escalates; early intervention can often lead to a more favorable outcome. 

3

What types of tax resolution services does Xpert Financial Services offer? 

Xpert Financial Services offers a comprehensive range of tax resolution services tailored to your specific needs. These include:

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● Offer in Compromise (OIC): A settlement with the IRS that allows you to pay a lower amount than what you owe, based on your ability to pay.
 

● Installment Agreement: A payment plan with the IRS that allows you to make monthly payments over an extended period.

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● Currently Not Collectible (CNC) Status: If you are experiencing financial hardship, we can help you apply for CNC status, which temporarily pauses IRS collection efforts.

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● Penalty Abatement: We can assist in requesting the IRS to remove or reduce penalties due to reasonable cause.

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● Lien and Levy Release: We work to get tax liens removed from your property and levies (wage garnishments, bank account seizures) released.

● Audit Representation: If you're facing an IRS audit, we can represent you and handle all communications with the tax authorities.

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● Unfiled Tax Returns: We help individuals and businesses file delinquent tax returns and address any associated penalties.

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● Innocent Spouse Relief: We can help you determine if you qualify for relief from tax liabilities incurred by your spouse or former spouse. 

4

What is the process for working with Xpert Financial Services on tax resolution? 

Our process typically involves: 

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1. Initial Consultation: A free, confidential discussion to understand your tax situation, review any notices you've received, and assess your options.
 

2. Investigation and Analysis: We conduct a thorough investigation into your tax history, gather necessary documents, and analyze your financial situation to determine the best course of action.
 

3. Strategy Development: Based on our analysis, we develop a customized tax resolution strategy designed to achieve the most favorable outcome for you.
 

4. Negotiation and Communication: We handle all communication and negotiation with the IRS or state tax agencies on your behalf, ensuring your rights are protected.
 

5. Resolution and Compliance: We work diligently to resolve your tax issues and help you establish a plan for future tax compliance. 

5

How much does tax resolution service cost? 

The cost of tax resolution services varies depending on the complexity of your case. During your initial consultation, we will provide a clear and transparent overview of our fees and explain what to expect. We believe in upfront pricing with no hidden charges. 

6

What information will I need to provide? 

To effectively assist with your tax needs, we require your Taxpayer Identification Number (TIN), typically your Social Security Number (SSN) for individuals, and a valid ID . This allows us to securely access necessary tax-related data directly from the IRS and relevant state tax authorities. This streamlined process ensures accuracy and efficiency in preparing and managing your tax filings, minimizing the need for you to gather extensive documentation. All information provided will be handled with the utmost confidentiality and security. 

7

Can Xpert Financial Services guarantee a specific outcome? 

While we cannot guarantee specific outcomes due to the unique nature of each tax case and the discretion of tax authorities, we can guarantee that we will apply our extensive expertise, dedication, and resources to achieve the best possible result 

for you. We are committed to advocating for your interests and finding a lasting resolution. 

8

Why choose Xpert Financial Services for your tax resolution needs? 

● Experienced Professionals: Our team consists of highly skilled and experienced tax resolution specialists, including Enrolled Agents and tax attorneys, who are authorized to represent you before the IRS.

● Personalized Approach: We understand that every tax situation is unique. We provide personalized attention and tailor our strategies to your specific circumstances.

● Confidentiality: Your privacy is our top priority. All your information is handled with the utmost confidentiality and discretion.

● Stress Reduction: We take the burden of dealing with tax authorities off your shoulders, allowing you to focus on what matters most.

● Proven Track Record: We have a successful history of helping numerous clients resolve their tax problems and regain financial peace of mind.