Plan B Tax Relief
About
We are a full service Income Tax business. We prepare tax returns and Amendments, represent out clients before the IRS, consult with clients regarding tax questions and planning, Retreive IRS return transcripts for student and home loan processes, and we are open 12 months out of the year. The owner of the company is an Enrolled Agent with the IRS, who also holds a Masters degree in accounting and business. The rest of the staff includes a certified tax preparer/account manager and a customer service representative.
Highlights
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Frequently asked questions
What is your typical process for working with a new client?
By consulting with the potential client we determine what service a client needs which could be anything from traditional tax preperation, IRS tax debt relief, Transcript delivery, IRS representation, or Income tax planning. We then provide a written quote with a timeline for that service. Some services begin with full payment while others begin with the initial payment toward a payment plan.
What education and/or training do you have that relates to your work?
Masters degree in Accounting
Masters degree in Business
Yearly income tax training
Registered as an Enrolled Agent with the IRS
Registered Tax return preparer
Do you have a standard pricing system? If so, please share the details here.
We have a standard pricing system for tax return preparation which ranges from $125 for a return including W-2 income with no dependents to $265 for 1099 income with dependents. Additional charges of $40 per form may be applied for Schedules B, D, and E.
Tax relief charges are based on the number of years owed to the IRS, the conditions that created the debt, current collection actions being taken by the IRS, and estimate of time it will take to resolve the case. These charges range from $200 to $6,000.
How did you get started?
After working for over 15 years for a tax preparation company that was only available to the client seasonally and did not encourage tax planning or tax debt relief I decided to start my own business to further help those in need.
What types of customers have you worked with?
Our customers are from all walks of life and all across the country.
Describe a recent event you are fond of.
Our most recent success was in negotiating a clients $162,943.00 debt with the IRS and getting it reduced to $400.00 after working with the client for a gruelling 18 months.
What advice would you give a customer looking to hire a professional in your area of expertise?
My advice to my customers is, chose a tax professional that can be reached year round and who can manage every aspect of your tax life. Even if you only need a tax return prepared it pays to select a proffessional preparer who can not only prepare your return but can also represent you if that return is ever audited and can negotiate on your behalf if an IRS debt is incurred. Also chose a professional who gives a written quote for services and who will structure your payment for services so that it is not a financial burden to you.