talkintaxheadimg Episode 9

Episode 9: The Tax Resolution Process

In the latest installment of Talkin' Tax, we're taking a deep dive into the Tax Resolution Process to address your specific tax-related issue. After completing the Monitoring & Compliance Phase, it's time to present our case to the IRS or state tax agents. Let's get into it!

 Listen as Cary and Angie Bryson provide a thorough overview on how their team goes toe-to-toe with the IRS on your behalf. Despite pushback and negotiation from the IRS, the Bryson's fight to get your issues completely resolved.

So sit back, relax, and enjoy another informative episode!

Timecodes:

0:23 - Introduction and overview on the episode

2:15 - How the Discovery phase works

3:33 - A thorough review of the financial components within a case

5:26 - There is no blanket answer because everyone's tax issues are unique

6:15 - Laying out all of the options available to clients and providing suggestions

9:33 - The lengthy negotiation process with the IRS

14:42 - How the timeline plays out during the negotiation process

19:00 - You have one shot with the IRS

23:10 - Ancillary items and their role in this process

26:17 - Final thoughts and remarks on the tax resolution process

29:37 - Closing remarks

 

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