Back taxes begin with a verified balance

Individuals and businesses with federal tax notices, balances from several periods, disputed assessments or payments, an active collection concern, or uncertainty about whether the amount shown by the IRS is correct.

• IRS notices show a balance you do not understand
• Payments or returns may not be posted correctly
• Multiple tax years or types of tax are involved
• You need to compare payment, collection, or dispute options

• IRS account transcripts showing assessments, penalties, interest, payments, credits, reversals, and collection activity by period
• Filed returns, substitute returns, amended returns, examination changes, and other sources of the assessed liability
• Notices and revenue-officer correspondence, with particular attention to lien, levy, appeal, and response dates
• Canceled checks, EFTPS confirmations, refund applications, and other evidence of payments that may be missing or misapplied
• Current filing status, withholding, estimated payments, payroll deposits, and new liabilities that could affect a resolution request
• Income, necessary expenses, assets, equity, secured debts, and business cash flow when a collection alternative requires financial analysis

We obtain the available account information, reconcile it to your records, and identify deadlines or active enforcement. Once the balance and compliance position are clear, we explain the next documentation and communication steps.

Interest and some penalties generally continue while balances remain unpaid. Resolution options have different eligibility, disclosure, cost, and default consequences, so the lowest advertised payment is not always the soundest choice.

• Confirm assessments, payments, penalties, and collection status
• Identify missing filings or disputed amounts
• Prepare a realistic household or business cash-flow picture
• Compare available procedures without promising a particular outcome

• A period-by-period reconciliation of assessed tax, penalties, interest, payments, credits, and remaining balances using available IRS records
• A filing-compliance and notice-deadline checklist identifying issues that require immediate attention
• A documented list of missing payments, unposted returns, disputed assessments, or other account discrepancies requiring follow-up
• A household or business financial snapshot appropriate to the collection options being evaluated
• A comparison of relevant next steps, required submissions, continuing obligations, and material risks without guaranteeing an outcome
• Copies or a log of authorized IRS communications and submissions completed within the engagement

Protect sensitive records. Do not send tax documents, Social Security numbers, bank records, IDs, or other sensitive files through ordinary email. Call the office before transmitting sensitive records.

• Every IRS notice, revenue-officer letter, lien or levy notice, and prior response
• Federal returns for every affected period and proof of when late returns were filed
• IRS account transcripts and any available records of account
• Canceled checks, bank confirmations, EFTPS records, and other proof of payments or deposits
• Recent personal or business bank statements and reliable evidence of current income and necessary expenses
• Asset, loan, mortgage, lease, insurance, and secured-debt documents relevant to a financial review
• Proof of current-year withholding, estimated payments, payroll deposits, and newly due returns

An IRS balance is a federal liability, and Deerfield Beach does not create a different federal resolution program. Florida does not impose an individual income tax, but a business may separately owe Florida corporate income, sales and use, reemployment, or other taxes; those accounts and notices must be reconciled apart from the IRS balance. Broward County or municipal obligations are likewise separate and should not be assumed to appear in federal records.