Over the last few years, there has been a big push for tax professionals to expand their services offered to include tax debt resolutions. I’ve seen a lot of professional ads pushing the thought of “don’t leave money on the table with your client” and "take our weekend-long crash course to learn how to represent them before the IRS". While the notion sounds good, it is a HUGE liability if you don’t have the experience and knowledge needed to guarantee you correctly and efficiently navigate the labyrinth of the IRS and state collection departments to secure the best result for your client. We are here to help!

Often, your clients will have small hiccups or financial decision missteps that will result in a tax debt being owed. When should they handle it themselves, when should you step in to handle it, and when should you suggest they get a tax debt resolution expert involved? Honestly, it depends on the complexity of the debt. If your client has a debt from their annual income tax return amounting to $8,500, they should handle the situation themselves. If they have a $25,000 debt from their income tax return and they are already behind with their 2024 estimated tax payments, that’s a situation you should handle. All you need is a guiding hand to make sure things like penalties, interest, and tax liens are taken into consideration.

Golden Lion Tax Solutions now offers Case Mentoring Services to tax professionals who may not have experience working with tax debt resolution and want to try it out on some simple cases, but want to have a knowledgeable, experienced, tax debt resolution professional on speed dial. Our mentoring services are also available to benefit those who have handled tax debt resolution cases in the past, but may be facing a more involved and higher dollar case than they have ever attempted before. What could be better than having the input and oversight of a team that has spent the last twenty-four years focusing solely on tax debt???

Through our mentoring service, we will partner with you to take the following crucial steps:

• Discuss the initial assessment of the case and make competitive fee suggestions,
• Meet with you to review the account transcripts or records to teach you all pertinent facts that need to be considered,
• Provide instruction on steps that need to be taken with the tax agency(ies) to protect your client from aggressive collection actions,
• Review the client’s financial information with you so you can understand how the tax agency(ies) will view it, and
• Provide instruction to ensure you take the most straightforward route to successfully negotiate the resolution identified for your client.

Our Case Mentoring Services will allow you to move forward with confidence!

The fee for our service will be based on the type of tax owed, the tax agency(ies) involved, and the resolution plan we identify as the best option to address your client’s account. For example, payroll and sales tax debts have the potential of personal assessment to the responsible parties. Not only do those tax debt situations take a lot more of your time, but there are significantly more moving parts that need to be consistently managed to ensure your client remains protected every step of the way.

If you have a client with a tax debt and you want to spearhead the resolution but worry about providing the best representation and outcome, rest assured that you have an ally sitting on your bench. Give our office a call and we’ll discuss if our Case Mentoring Service will be the right fit for you!

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Trust. Protection. Wisdom.

Your future and your family deserve the right protection. Golden Lion Tax Solutions will be your advisor and confidant throughout the entire journey. We guarantee to offer you or your business best-case solutions for your tax debt. We are by your side every step of the way. Start now and get your life back.

For help with your tax debts, email contactus@goldenliontaxsolutions.com or call 833-LION-TAX (833-546-6829)

Disclaimer: There are requirements that must be satisfied in order to qualify for some of the tax solutions we discuss on our website. Not all of our services will be suitable for every client. Golden Lion Tax Solutions is here to help you find the most appropriate solution to fit your situation.