Matters that may be a fit.
01 — Audits and examinations
Individual and business federal IRS audits.
02 — Collections and resolution
IRS notices, unresolved federal tax balances, liens and levies. Evaluation and pursuit of appropriate installment agreements, Offers in Compromise, penalty abatement or Currently Not Collectible status.
03 — Filing and payroll-tax matters
Unfiled individual and business federal returns; payroll-tax issues involving Forms 941 and 940; Trust Fund Recovery Penalty matters.
Case acceptance and resolution options depend on the facts. Scope is limited to federal IRS administrative matters; state-tax representation and Tax Court appearances are excluded.
WORKING ALONGSIDE YOUR ENGAGEMENT
A working arrangement that fits the matter.
Refer a client
Discuss whether a direct client engagement with ZeroBalance is appropriate for the federal IRS matter.
Collaborate on a matter
Discuss a potential engagement through your CPA firm. Damian determines fit, engagement arrangement and professional scope case by case, working alongside your existing engagement.
Contracting terms, division of responsibilities, permission to share client information and update arrangements are established for the particular matter.
A CLEAR STARTING POINT
What happens next.
1. Share a brief overview
Use the form to describe the general nature of the matter. Please do not include client names, taxpayer-identifying information or confidential documents.
2. Discuss fit and scope
Speak with Damian about the matter, the appropriate engagement arrangement and the work that may be needed.
3. Establish the appropriate next steps
For a client engagement, Damian sends an engagement letter through TaxDome after the client agrees to proceed. Sensitive records are shared through the appropriate secure process, not through the inquiry form.
IRS representation requires separate taxpayer authorization. Signing an engagement letter does not itself authorize IRS representation.
DISCUSS A POTENTIAL MATTER
Start with a conversation.
Tell us a little about your firm and the general nature of your inquiry.
Please do not include client names, Social Security numbers, tax returns, IRS notices, account numbers or other confidential taxpayer information.
Common questions.
Who may engage ZeroBalance?
Either the client or CPA firm may be possible; arrangement and scope are determined case by case.
Should I send client documents?
No. Begin with a non-sensitive description; the appropriate process for sharing records will be discussed separately.
Does an inquiry establish an engagement?
No. Any engagement and its terms are established separately.