Free Tax Consultation
See if you qualify for tax relief in minutes!
Your free tax consultation provides us with all of the necessary information we will need to determine if:
- you qualify for our services and
- which tax relief method will work best for your situation
What to Expect From Your Free Tax Consultation
TaxRise is one of the nation’s top tax relief companies. Our innovative two-phase approach to tax relief, paired with cutting edge software, helped us achieve this status.
Our success would not be possible without the initial tax consultation. We pre-qualify our clients from the beginning by offering them realistic resolutions and giving them access to a free tax consultant.
The tax relief survey contains a few questions to help us evaluate your financial situation. As soon as you complete the survey, it is sent immediately to a Resolution Officer for review. Your Resolution Officer will review the information you provided and, during our office hours, will call you to begin the tax consultation.
Before you speak with a free tax consultant, try to have a rough estimate of the amount the IRS claims you owe. Also, make sure to confirm any unfiled tax years you might have. However, if you’re not sure how much you owe – no problem! We can determine that information for you during the consultation.
Qualify today for a Fresh Start.
Learn how easy it is to resolve your tax problems.
During the Tax Consultation
The free tax consultation phone call is the first step in your journey to tax relief. During your consultation, a Resolution Officer will take the time to learn more about your current tax situation and verify if you qualify for the Fresh Start Program.
These questions will include:
- Your current tax debt amount (and if it is state or federal)
- Your monthly expenses and income
- Some basic information on any assets you may own (such as a house or a car)
Your assigned Resolution Officer will be able to answer any questions you may have regarding our process, the IRS, and tax relief. While some smaller companies offer free tax professional consultations, our tax professionals spend their entire day resolving tax debt with the IRS. Your free tax consultation phone call will last approximately thirty minutes and is broken up into three parts:
- Your Situation — The Resolution Officer will give you the opportunity to tell them how you ended up in tax debt, so that we have the proper perspective moving forward.
- The Interview — We ask our questions to determine if you qualify for the Fresh Start Program.
- Your Options — After we confirm whether you are a candidate for tax relief, we will map out the most likely tax relief scenarios and help you determine the next steps.
TaxRise realizes that your time is valuable. Our objective is always to be 100% upfront with you. If you don’t qualify, and our services are not the best option for your financial situation, we will tell you right away and help point you in the right direction.
After Your Free Tax Consultation
If you qualify for the Fresh Start Program and choose to work with us, we will use the following process:
- Discovery Phase, plus Analysis and Strategy: After your initial tax consultation, we will request your tax transcripts from the IRS, and gather some information about your financial situation. Then, we will analyze your case to determine the best resolution based on the amount you owe and your financial circumstances.
- Review and Advise: Once we prepare your resolution plan, we will meet with you to share our findings and present our strategy.
- Presentation, Negotiation, and Submission: Once you approve of our plan and move to the resolution phase, we will prepare your case by gathering supporting documentation. Then, our tax professionals will present your case to the IRS (or State) and work to achieve your resolution.
- Compliance: Unlike other companies, TaxRise sets you up for success after our primary services are complete. By working with you and offering you tools to stay compliant, we’ll help you avoid accumulating tax debt again.