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The Tax Resolution Cycle

Step      

What Actually Happens:

Discovery & Cleanup Phase      

1.  Initial Call & Case Freeze
50% Down payment will be due before work commences

  • We, [Your Tax Relief Advocate (YTRA), will explain to you hat the IRS is doing and what happens next.

  •  YTRA will request your basic information to pull IRS transcripts.

  • If you are in collection, YTRA will appeal to the IRS to place a temporary pause on any bank levies, wage garnishments or property seizes while your case is being reviewed or while you're preparing a resolution. The holed does not erase the debt, or guarantee long-term protection, but is it does stop the immediate damage.

2.  Transcript Pull & Diagnosis

  • YTRA will retrieve your IRS transcripts, identify missing returns, incorrect balanced, penalties and compliance issues, and outline likely paths to compliance and resolution.

​3.  Compliance Cleanup

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4.  Financial Analysis
     (Ability to Pay)

  • Prepare and file all missing  returns and correct prior filings if needed.  

  • Ensure that the IRS has accurate numbers.

  • YTRA will gather your income, expense, asset and debt information and calculate your IRS "Reasonable Collection Potential"  and determine which IRS you qualify for:
    • Installment Agreement [IA]​
    • Currently Not Collectible
    • Penalty Abatement
    • Offer in Compromise [OIC]
    • Partial Pay IA

Resolution Phase      

5.  Resolution Strategy Selection
     Remaining Balance Due

  • YTRA will present the recommended  resolution path to client and explain timelines documentation, and expected outcomes.

  • Client signs off and makes final payment before submission begins

6.  IRS Submission & Negotiation

  • YTRA will present the recommended  resolution path to client and explain timelines documentation, and expected outcomes.

  • Client signs off and makes final payment before submission begins

7. Finalization & Case Closure

  • IRS approves resolution and YTRA confirms with client agreement to terms in writing.

  • Client is informed of the next steps [payments, compliance, monitoring.

  • Client receive a case file for their records.

8. Post-Resolution Support

  • In some cases,  Clients will engage YTRA to help them stay compliant going forward which may include optional bookkeeping & tax preparation to prevent future problems

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