Free Tax Consultation
COMPLETELY FREE OF CHARGE,
When taxpayers are facing the stress of accumulated tax liability, they may feel unsure about how to climb out of their tax debt or if investing in professional tax help would be beneficial in resolving their financial burdens.
The major benefit of Ideal Tax’s free tax consultation is that taxpayers can learn more about their standing with the IRS based on their current tax situation and whether or not they would qualify for tax relief programs through the IRS, such as the Fresh Start Initiative, without making an additional investment.
By providing a free tax consultation, you can learn if the tax services provided by Ideal Tax would be worth the money, and risk-free.
Before Your Free Tax Consultation
A tax consultation with Ideal Tax will establish a clear plan for how you should approach your tax burden this tax season, but there are some steps to take before your free tax consultation, including filling out a pre-consultation survey.
Our survey is strategically designed to be user-friendly for the taxpayer as they go through the questions and provide tax information.
This pre-qualification form allows the Ideal Tax team to easily access all of the necessary documents required to establish a tax resolution plan.
The more information you are able to provide in this survey, including tax documents and data, the more accurately we will be able to advise you of the best option for your tax return.
However, if you are having trouble understanding the instructions or fulfilling the pre-consultation survey requirements, that is no problem – our tax professionals are here to help and can provide assistance throughout the entire process.
During Your Free Tax Consultation
The initial tax consultation is one of the most important steps in the tax filing process, as it allows our tax consultants to evaluate your tax situation and offer a realistic plan to manage your taxes.
The experts at Ideal Tax will analyze all of the details you listed in the pre-consultation survey to gain an idea of which tax relief options may be most appropriate for resolving your tax problems.
Then, during your free consultation phone call, you will be provided with a clear plan of action as well as the estimated costs associated with moving forward with the Ideal Tax tax prep services.
If your tax advisor has any additional questions about the information you have provided or if they need to gather any extra details about your tax history, they will ask you to provide clarification during this appointment.
Some of the information you should be expected to provide includes:
* The amount of your total tax debt.
* Which government entity your tax debt is owed to, whether it is a state or federal government or the Internal Revenue Service (IRS).
* Your salary, wage rate, or monthly income.
* Your estimated monthly expenses.
* Which assets you own, including property and vehicles.
The goal of this free tax consultation is to allow the case manager to gather all of the tax information required to determine your eligibility for tax relief through the IRS Fresh Start Program.
Free Tax Consultation
Qualifying Taxpayers for the Fresh Start Program
The cost for tax services is established on a case-by-case basis, often being impacted by the amount of tax debt the person owes and which tax relief program they may qualify for.
About The IRS Fresh Start Initiative
The IRS Fresh Start Initiative is a tax relief program instated by the IRS in 2011 to help taxpayers manage the financial burden of tax debt.
During your free consultation with a tax specialist, they will go over the different tax relief options within the Fresh Start Initiative and describe which programs you may be eligible for.
IRS installment agreements allow qualified taxpayers to tackle their tax debt by making monthly payments, or installments, that allow them to pay back their tax liability in a manner that does not cause them additional financial hardship
Offer in Compromise
An offer in compromise is a form of tax relief in which the IRS agrees to settle the tax debt for less than what is owed instead of requiring payment for the full tax liability.
Currently Non-Collectible Status
When taxpayers are approved to have their accounts listed as currently non-collectible, they are temporarily excluded from tax collection efforts until they are more financially stable.
Penalty abatement is a tax relief option in which the IRS removes penalties and fees from a taxpayer’s account that were accumulated from failing to file their tax return or being late to make a tax payment.
Free Tax Consultation
If you are interested in hiring a tax debt relief company to file your tax return during this tax season, taking the first step of scheduling a free tax consultation will ensure the tax preparation services you are inquiring about would be an appropriate investment for your tax situation. Schedule your free tax consultation with Ideal Tax today to get started on the process of filing your tax return.