STEP 1 of 2: Tax Transcript Review Service New Client Enrollment Agreement

This service is designed for individuals who owe $35,000+ in back taxes or haven't filed taxes in years and need expert insight before committing to a full IRS resolution strategy.

Your service includes:

• IRS Transcript Access & Review
  We will pull your complete IRS tax transcripts — including account, wage & income, return history, and compliance data — using secure IRS-authorized access.

• IRS Power of Attorney Filing (Form 2848)
  We will file a limited Power of Attorney so we can communicate with the IRS directly and access your records without requiring you to speak to them.

• Full IRS Tax Account Investigation
  We will analyze your IRS records for penalties, balances owed, collection status, compliance gaps, and any upcoming enforcement risks or expiration dates.

• Offer in Compromise Pre-Qualification Review
  We will determine whether you meet IRS guidelines for an Offer in Compromise or other settlement options.

• Customized Tax Relief Strategy Session (30 Minutes)
  You’ll meet 1-on-1 with a licensed tax professional who will review your IRS standing, explain your relief options, and provide a tailored action plan to move forward.

This service provides the clarity you need before entering a formal resolution program. You'll leave with a clear understanding of your options, potential risks, and the action plan needed to eliminate your IRS debt the right way.

We don’t outsource your case or leave you to figure it out on your own. All communication with the IRS is handled by a licensed expert to ensure full compliance and accuracy from the start.

If you choose to move forward with our Cents Savvy Full Resolution Program, your enrollment fee for this transcript service will be applied toward your full-service resolution investment.