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The Importance of Investigating IRS Records in Determining Best IRS Issue Resolution to Use

Harmon Tax Resolution
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A vital piece in how Harmon Tax Resolution provides clients with ideal solutions starts with a complete research of existing IRS account records and getting a good handle on your financial picture. This is done at the beginning of the engagement, usually within 7-10 days of the IRS granting access. All clients receive an initial investigation, which provides a basis for determining the best solution for your situation. It would be improper to suggest a resolution format without doing this first. How could anyone provide correct directions unless they know exactly where the starting point is?

What are we looking to find out by researching your IRS files?

  • Where are you within the IRS Collection Process? Are you still in the Notice of Deficiency period? Have Collections escalated to Automated Collections Systems (ASC)? Is a Revenue Officer (RO) assigned to the account? Do you have compliance issues such as unfiled tax returns? This information is critical for developing the best resolution for your case.
  • Which years are in issue, and what are the applicable Collection Statute Expiration Dates? From the tax assessment date, the IRS ordinarily has a ten-year statute of limitations to collect the tax. Knowing when the collection statute expires for a particular tax debt will play a key role in determining what potential resolution you may qualify for, such as an Offer in Compromise or a Partial Pay Installment Plan. It could be that the tax debt is now out of the collection statute period.
  • To determine if any compliance issues could prevent an IRS resolution option. IRS requires that you filed your tax returns for the last six years to be compliant. We can prepare your unfiled returns with information the IRS has reported.
  • Did the IRS prepare a Substitute for Returns (SFR)? If so, your tax debt could also include an IRS-prepared return in substitute for an unfiled return based on information the IRS has available. The problem with SFRs is that the IRS does not apply credits and deductions you may be eligible which could result in much higher tax debt, including penalties and interest based on this balance. We want to make sure this is uncovered so that we can correct it.

Get Tax Representation you can Trust

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You can trust Harmon Tax Resolution, LLC to thoroughly analyze your IRS records to ensure that you are afforded the best resolution possible for your case. An experienced tax attorney-CPA-IRS EA, Will Harmon, will handle your case from start to finish. He will do the heavy lifting so that you do not have to. Call 772-418-0949 today so that you can sleep well tonight!

Take the First Step So that You Can Take Control of Your Path!

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Our Client Reviews

Read our tax lawyer reviews to see what customers have to say about our Harmon Tax Resolution, LLC.

I put my trust in him and I so happy I did. He was great about keeping me informed and did what he said he was going to do. I will recommend Harmon Tax services to any one that need it. Plus I will always use him if I ever need him again. Great...

Paul F.

Unexpectedly, I received an IRS notice stating I had a balance of over $124,000. The IRS debt was very impactful and made me very worried that I could not sleep at night. I sought help from Will. He was able to research and identify the issue...

Joseph B.

For many years of having a small real estate rental business, I started to have many issues with IRS. In desperation I started searching for a Tax Accountant and Attorney. I remarkably came across Will Harmon, and have been very happy and...

Deborah W.

I had a pressing IRS issue that I could not resolve with the IRS. I employed tax attorney CPA Will Harmon to fix this. He immediately addressed the issue with the IRS and another 3rd party, so I did not have to, allowing me to focus on other...

Brant G.

Attorney Will Harmon provided excellent, trusted representation for me across several issues. There were facets of my situation that required a combination of skillsets, which Will happens to have. In addition to being an attorney, he is also a...

Jason M.

Absolute pleasure to deal with! IRS came down on me for something i didn't even do. Will took on the task and knocked it out faster than i imagined. Absolutely pleased! Definitely recommend using him for your needs!

Greg S.

Mr. Harmon is a gentleman always conducted himself in a professional manner. He is very knowledgeable and organized. I can sincerely say he is always a pleasure. He’s an excellent conversationalist and goes out of his way to give his clients the...

Danny A.

Will Harmon is excellent at what he does and Harmon Associates is the place to go. He is a fantastic person and an expert in taxes and law. Harmon Associates is the best place to go to get excellent results and absolutely excellent service. I...

Lisa R.

Our Offices

Port Saint Lucie Office
3268 SW Hambrick St

Port St. Lucie, FL 34953

Clearwater Office (Satellite Office)
1200 Gulf Blvd #1702

Clearwater, FL 33767

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Fill out the contact form or call us at (772) 418-0949 or (813) 325-6009 to schedule your free consultation.

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