§ Method
From notice to closed matter, on the record.
I
Phase
Day 1 – 2
Discovery
- 01Senior analyst consultation and matter intake
- 02Master file and account transcript pull (Form 4506‑T)
- 03Statute of limitations on collection (CSED) analysis
- 04Transparent flat‑fee proposal — no obligation
II
Phase
Week 1 – 6
Compliance & Hold
- 01Power of Attorney filed (Form 2848) — IRS now contacts us
- 02Identification and reconstruction of unfiled returns
- 03Collection hold or stay of enforcement requested
- 04Resolution package assembled and reviewed by counsel
III
Phase
Month 3 – 9
Resolution
- 01Submission of the optimal program (OIC, IA, CNC, abatement)
- 02Direct negotiation with the assigned Revenue Officer
- 03Resolution executed and matter closed in writing
- 04Post‑resolution compliance plan to keep the IRS away