Our Process
Simple, Transparent, Effective
From your first call to final resolution, we handle everything. Here's exactly what to expect when you work with ClearTax Relief.
Your Path to Tax Relief
Free Consultation
You call us or submit our online form. A licensed tax professional reviews your situation at no charge. We ask about your income, assets, what you owe, and any IRS notices you've received. By the end of the call, you'll understand your options. No pressure, no commitment.
Case Investigation
Once you enroll, we file a Power of Attorney (Form 2848) with the IRS. This authorizes us to act on your behalf and access your complete IRS account. We pull your transcripts, review your tax history, and identify every opportunity to reduce your liability.
Resolution Strategy
Our team analyzes your full financial picture and recommends the best resolution path — whether that's an Offer in Compromise, installment agreement, penalty abatement, or another program. We explain your options clearly so you can make an informed decision.
Active IRS Representation
We become your shield against the IRS. All notices, calls, and correspondence go through us. We negotiate directly with IRS agents and respond to any requests on your behalf. You're protected, and you're free to focus on your life.
Resolution & Freedom
We finalize your agreement with the IRS and make sure you understand the terms. Once resolved, we provide guidance on staying compliant and avoiding future problems. Most clients describe this phase as an enormous relief.
Common Questions About Our Process
We can often stop wage garnishments and bank levies within 24–72 hours of filing representation. IRS installment agreements can be set up in days. Offers in Compromise take longer but halt most collection activity while under review.
No. Once you sign the Power of Attorney, we handle all IRS communications. If the IRS contacts you directly, simply tell them you have representation and give them our number.
We'll need basic personal information, any recent IRS notices you've received, and a general sense of your income and assets. We'll gather the detailed financial information during the investigation phase.
The vast majority of cases are resolved administratively — meaning directly with the IRS — without any court involvement. Tax Court litigation is rare and only pursued when it's the best option for a client.
Complex cases are our specialty. Multi-year back taxes, business debts, payroll tax issues, innocent spouse situations — our team has handled them all. The more complicated your situation, the more important it is to have professionals in your corner.