Book a Call
IRS Tax Resolution Services

IRS Tax Resolution and Tax Controversy Services

If you owe more than you can currently pay, have unfiled returns, or received an IRS notice,
you may have options.

Simplicity Financial reviews your financial circumstances, explains which IRS programs
may realistically apply, and represents you during the resolution process when authorized.
You receive straightforward guidance from Shaun Glenn, CPA, MSA, MST, without
unrealistic promises about the outcome.

Talk to a CPA About Your Tax Debt

Practical Guidance Based on Your Financial Situation

The IRS evaluates tax relief requests using documented information about your income, expenses, assets, filing history, and ability to pay. The right solution depends on the full financial picture.

Simplicity Financial will not promise to settle your tax debt for a fraction of what you owe before reviewing your situation. Instead, Shaun will assess your options, explain what is realistic, and help you move forward with an informed plan.

Installment Agreements

An installment agreement allows eligible taxpayers to pay an IRS balance through scheduled payments over time.

Simplicity Financial can review your finances, help determine an appropriate payment arrangement, prepare the required information, and assist with the application process.

Offer in Compromise

An Offer in Compromise may allow an eligible taxpayer to settle an IRS debt for less than the full amount owed.

Eligibility is based on factors such as income, allowable expenses, assets, filing compliance, and the amount the IRS could reasonably expect to collect. Not everyone qualifies, and acceptance cannot be guaranteed.

Currently Not Collectible Status

Currently Not Collectible status may temporarily pause most active collection efforts when paying the IRS would create financial hardship.

This status does not eliminate the debt. Penalties and interest may continue to accrue, and the IRS may review your financial circumstances again in the future.

Penalty Relief

The IRS may reduce or remove certain penalties when eligibility requirements are met. Relief may be based on compliance history, reasonable cause, or another applicable provision.

Simplicity Financial can review the penalties assessed and determine whether requesting relief may be appropriate.

Start With a Consultation

What Is Included in Tax Resolution Services?

Your service will depend on your tax situation and may include:

  • Review of IRS notices and account information
  • Identification of missing or unfiled tax returns
  • Assessment of available IRS payment and resolution options
  • Assistance with an installment agreement request
  • Currently Not Collectible status requests
  • Communication and representation before the IRS when authorized
  • Review of income, assets, expenses, and liabilities
  • Preparation of delinquent returns when required
  • Preparation of financial disclosure forms and supporting documents
  • Offer in Compromise preparation when appropriate
  • Penalty relief requests
  • Guidance for remaining compliant after the matter is resolved

A Clear Tax Resolution Process

Step 1

Review Your Tax Situation

We begin by reviewing your notices, account history, outstanding returns, tax balances, income, expenses, and assets.

Step 2

Evaluate Your Options

Shaun assesses which IRS programs may apply and explains the requirements, costs, and limitations of each available option.

Step 3

Prepare and Submit the Documentation

Simplicity Financial prepares the required returns, financial forms, applications, and supporting documents for the selected resolution approach.

Step 4

Work Toward a Resolution

When authorized, Shaun communicates with the IRS on your behalf, responds to requests for information, and helps you understand what is required to keep the agreement in good standing.

Why Work With a CPA for IRS Tax Resolution?

Tax resolution providers can have very different credentials and levels of experience. A CPA is a licensed professional who can represent taxpayers before the IRS when properly authorized.

Simplicity Financial is led by Shaun Glenn, CPA, MSA, MST. You work directly with an experienced accounting and tax professional, not a sales representative or call centre.

Tax resolution decisions are based on financial documentation and IRS requirements. Shaun approaches each case by reviewing the numbers, identifying realistic options, and preparing accurate information for the IRS.

No reputable tax professional can guarantee that an Offer in Compromise, penalty relief request, or other proposed resolution will be accepted. Simplicity Financial provides professional guidance and representation, but the IRS makes the final decision.

IRS and California Tax Debt Are Separate

Federal tax debt and California state tax debt are handled by different agencies and follow separate procedures.

Resolving a balance with the IRS does not automatically resolve a balance with the California Franchise Tax Board. If you owe both federal and state taxes, each account must be reviewed separately.

Common Questions About IRS Tax Resolution

What is IRS tax resolution?
IRS tax resolution is the process of addressing unpaid taxes, unfiled returns, collection notices, penalties, or another dispute with the IRS. Depending on the circumstances, a resolution may involve filing missing returns, arranging monthly payments, applying for an Offer in Compromise, requesting Currently Not Collectible status, or seeking penalty relief.
No. Eligibility and outcomes depend on your financial circumstances, filing history, assets, income, expenses, and IRS requirements. Simplicity Financial will review your information and explain which options appear realistic, but no specific result can be promised in advance.
An Offer in Compromise is an agreement that may allow an eligible taxpayer to settle an IRS debt for less than the full balance. The IRS considers your income, expenses, assets, ability to pay, and filing compliance when evaluating an offer. Applying does not guarantee acceptance.
Currently Not Collectible status may temporarily pause most collection activity when your income and allowable living expenses leave you unable to make payments. The balance is not forgiven, and penalties and interest may continue to accrue.
Yes. Required tax returns generally need to be filed before many IRS resolution options can be considered. Simplicity Financial can review your filing history and prepare missing returns as part of the engagement when appropriate.
Yes. A CPA can represent a taxpayer before the IRS when properly authorized, usually through Form 2848, Power of Attorney and Declaration of Representative. The authorization allows the CPA to communicate with the IRS about the tax matters and periods listed on the form.
Not automatically. Representation alone does not guarantee that collection activity will stop. The effect on collections depends on your situation, the resolution option being pursued, and the current status of your IRS account.
The timeline depends on the complexity of your case, whether returns must be filed, the resolution option being pursued, and IRS processing times. Some matters can be addressed relatively quickly, while others may take several months or longer.
Pricing depends on the number of tax years involved, whether returns must be prepared, the amount and type of tax debt, and the resolution strategy required. Simplicity Financial will review your situation and provide a clear scope of service before work begins.

Get Clear About Your IRS Options

You do not have to respond to tax debt or IRS notices alone. Speak directly with a CPA who can review your situation, explain your options, and help you take the next appropriate step.

Schedule a Phone Call
Schedule a Zoom Call

Based in Eastvale, California. Serving clients remotely throughout Southern California and nationwide.
Phone: (951) 444-1895

This content is for general informational purposes and is not a guarantee of eligibility or outcome. Tax resolution options depend on your specific financial circumstances, filing history, and applicable IRS requirements.