Investigation

Investigation

Your tax resolution will begin with an investigation into your specific circumstances with the IRS.

Your EA tax expert will:

  • File an IRS Power of Attorney Form 2848 to speak on your behalf to establish communications with the IRS
  • Initiate protection from IRS collection actions (bank levies or wage garnishments)
  • Analyze the IRS account transcripts to learn what needs to be filed, and make sure there are no errors that the IRS has made (it happens)
  • Obtain any income information the IRS has (W2s, 1099s, etc.) that is necessary to file the required back taxes
  • Break down all the information he or she has obtained and analyzed from the IRS

After the IRS investigation, we’ll ask you to fill out a tax organizer and personal questionnaire so we can start preparing your tax returns and analyzing your personal finance situation.

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