Tax Resolution Services
We prepare documentation, analyze IRS transcripts, formulate actionable strategies, and coach you through communicating with the IRS to resolve tax debt.
Important Scope Note: KC Financial Services prepares documentation and guides you through the resolution process. Kim Claxton is not an attorney, CPA, or EA. You communicate directly with the IRS using the organized packets and guidance we provide.
Tier 1: IRS Analysis
Tier 1 is where we uncover the full scope of your IRS situation. Too many taxpayers make decisions in the dark before they talk to us, and that uncertainty comes with a price tag. This tier eliminates the guesswork.
• Walk you through ID.me account registration
• Gather your IRS notices and letters
• Request and review your IRS tax transcripts with your authorization
• Review your tax filing history
• Uncover your complete debt picture: tax, penalty, and interest totals
• Check where you stand with the IRS: collections activity, levies, liens, or audits
• Deliver a detailed findings report with a tailored action plan
Tier 2: Strategy
Create a plan built around your situation, not a one-size-fits-all script.
• Review your full financial situation
• Identify which IRS resolution programs you may qualify for based on the IRS’s criteria
• Estimate your minimum acceptable payment under IRS guidelines
• Assess whether you may qualify for an Offer in Compromise
• Review whether Currently Not Collectible status may apply to your situation
• Develop a recommended path to resolve your tax debt
Not everyone qualifies for every program. Every situation is different, which is why this step is critical.
Tier 3: Resolution Support
We’re in this with you, every form and every step.
You don’t have to navigate this alone. Once you’re ready to move forward, we prepare every form, help you navigate every IRS call, and stay with you until the case is closed.
• Prepare and organize all required documentation for your case
• Explain IRS notices and correspondence
• Monitor case progress through your secure client portal
• Coach you through submitting your resolution request, whether an Offer in Compromise, a payment plan, or another program
• Provide a final summary once the IRS issues an acceptance notice or the case closes
Need Help Untangling Your IRS Position?
Schedule your one-on-one consultation. The fee is credited toward your service fees.