Tax Problem? Here’s What Happens Next.
If you’ve received a letter or notice from the IRS or state tax authority, chances are you’re feeling a little uneasy. But there is some good news: you don’t have to figure it out on your own.
Your tax preparer may not be equipped to handle these issues. In fact, not all tax professionals deal with tax resolution work. And smaller firms often don’t have the time or experience to take it on. That’s where Leonard Steinberg steps in.
As a federally licensed Enrolled Agent with decades of experience, Leonard has handles all types of tax issues. He works directly with individuals, businesses, and non-profit organizations and often behind the scenes with accounting firms and attorneys who want to maintain their client relationships but need someone to manage tax resolution work.
Here’s how his process works, from first contact to final resolution.
Step 1: Review the Letter Together
Every case starts with a conversation. Leonard discusses with the client the IRS or state letter or notice to determine the intent of the correspondence.
- What prompted the notice?
- What information is the agency requesting?
- Is this something simple or a more complex issue that needs attention?
The goal is to get clarity fast, so you know exactly what you’re dealing with.
Step 2: Explain the Options
Once Leonard understands the situation, he walks you through the process.
Whether the issue involves unfiled returns, past due taxes, identity questions, or misreported income, he’ll explain your options and answer all questions.
Whether the issue involves unfiled returns, past due taxes, identity questions, or misreported income, he’ll explain your options and answer all questions.
Step 3: Open the Case and Advocate for You
After the paperwork is signed, Leonard officially opens the case. From this point on, you’re not talking to the IRS or the state anymore—he is.
This is where the real work begins. Leonard:
- Handles all communication with the IRS or state agency
- Reviews your tax history and case documentation
- Gathers and submits any additional information needed
- Negotiates on your behalf, aiming for the best possible resolution
Whether the solution involves a payment plan, penalty abatement, Offer in Compromise, or another path, Leonard’s focus is on getting your case resolved thoroughly and as efficiently as possible.
Step 4: See It Through to the Finish
Leonard stays on the case until it’s resolved. He doesn’t disappear once paperwork is filed.
He keeps you informed without overwhelming you, follows up with the IRS or state, and makes sure every part of your case is handled properly.
Clients often say they feel a weight lifted once Leonard takes over. That’s the goal: less stress and better results.
Get Peace of Mind
If you’re facing a tax issue or want someone in your corner before it gets worse, schedule a confidential consultation today.
FAQs
Q: Do I have to deal with the IRS at all once Leonard is involved?
No. Once you sign the Power of Attorney, Leonard communicates directly with the IRS or state on your behalf.
Q: What if I already have a tax professional?
No problem. Leonard often works with tax professionals behind the scenes. Your tax professional works with you, and Leonard handles the resolution.
Q: How long does the tax resolution process take?
It depends on the complexity of the case and the responsiveness of the IRS or state, but Leonard stays on it from start to finish and keeps you updated along the way.