IRS and State Collection: Options Review
$999.00
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Owing tax to the IRS or a state tax agency can create immediate financial pressure, especially when the balance cannot be paid in full. Collection notices, liens, levies, wage garnishments, bank account seizures, and payment deadlines can escalate quickly if the taxpayer does not understand the available collection alternatives.
The IRS Collection Options Review is designed for individuals, businesses, fiduciaries, and advisors who need a focused legal assessment of available options for resolving or managing a tax balance. This package may be appropriate for taxpayers considering an installment agreement, partial-pay installment agreement, currently not collectible status, offer in compromise, lien withdrawal or release, levy response, penalty abatement, or other collection alternatives.
The review may include analysis of tax balances, collection notices, tax periods involved, filing compliance, income, expenses, assets, liabilities, real estate equity, collection statute issues, financial hardship concerns, lien or levy risk, and the practical strengths and weaknesses of available resolution options.
The goal is to help the taxpayer understand collection risk, evaluate realistic payment or settlement options, identify what financial information may be needed, and determine whether limited assistance or broader collection representation is appropriate.
Includes: up to 2 attorney hours, review of one collection matter, review of up to 50 pages of notices and related materials, one strategy call, and a written summary identifying collection risks, available resolution options, financial-document considerations, and recommended next steps.
Additional work may be required for: installment agreement requests, partial-pay installment agreement analysis, offer in compromise submissions, currently not collectible requests, lien or levy responses, financial form preparation, collection appeals, transcript review, multiple tax years, multiple entities, real estate equity analysis, agency communications, or review of materials beyond the package limit.
If additional representation is needed, The Karam Firm can provide a separate engagement proposal.
Owing tax to the IRS or a state tax agency can create immediate financial pressure, especially when the balance cannot be paid in full. Collection notices, liens, levies, wage garnishments, bank account seizures, and payment deadlines can escalate quickly if the taxpayer does not understand the available collection alternatives.
The IRS Collection Options Review is designed for individuals, businesses, fiduciaries, and advisors who need a focused legal assessment of available options for resolving or managing a tax balance. This package may be appropriate for taxpayers considering an installment agreement, partial-pay installment agreement, currently not collectible status, offer in compromise, lien withdrawal or release, levy response, penalty abatement, or other collection alternatives.
The review may include analysis of tax balances, collection notices, tax periods involved, filing compliance, income, expenses, assets, liabilities, real estate equity, collection statute issues, financial hardship concerns, lien or levy risk, and the practical strengths and weaknesses of available resolution options.
The goal is to help the taxpayer understand collection risk, evaluate realistic payment or settlement options, identify what financial information may be needed, and determine whether limited assistance or broader collection representation is appropriate.
Includes: up to 2 attorney hours, review of one collection matter, review of up to 50 pages of notices and related materials, one strategy call, and a written summary identifying collection risks, available resolution options, financial-document considerations, and recommended next steps.
Additional work may be required for: installment agreement requests, partial-pay installment agreement analysis, offer in compromise submissions, currently not collectible requests, lien or levy responses, financial form preparation, collection appeals, transcript review, multiple tax years, multiple entities, real estate equity analysis, agency communications, or review of materials beyond the package limit.
If additional representation is needed, The Karam Firm can provide a separate engagement proposal.