Written by Scott Allen

2018 Scottsdale IRS Settlement by Scott Allen EA

A completed 2018 Scottsdale IRS Settlement

View the image below to see a 2018 Scottsdale IRS settlement that Scott Allen EA did for his client John.

2018 Scottsdale IRS Settlement

If you came across this page you probably are in a similar situation to John. John had a handful of tax returns that were unfiled. He lost a lot of his tax records over the years due to moving and various job changes.  Scott Allen EA was hired by John to represent hin before the Internal Revenue Service. This is where Scott did his “discovery” work. He found out exactly what John needed to file, where to file, and gather copies of his 1099’s and W-2’s for each year.

Next, the tax returns were prepared (also done by Scott). One by one they were filed timely with the IRS. While waiting for the IRS to process the tax returns a strategy was worked on to settle the IRS debt for John. Financial information was evaluated on his income and expenses. It was determined that John would indeed qualify for a non collectible status on his IRS debt.

What qualifies someone for a non collectible status? To summarize it into one statement its when a taxpayer has little or no money left over each month after paying for his or her basic living expenses. To qualify a taxpayer must live within the IRS’s national standard guidelines on expenses. If you spend too much money on a car payment or some other expenses the IRS could ask you to sell or adjust that expenses before qualifying for a non collectible status. This is when its important to have an Enrolled Agent on your side to guide you through this process so you can achieve the best that the law allows.

Meet with Scott Allen EA this week to evaluate your tax matter and get it resolved right the first time.

Written by Scott Allen

2018 Mesa IRS Settlement by Tax Debt Advisors

2018 Mesa IRS Settlement finalized

You may have come across this blog because you (like Michael) need a 2018 Mesa IRS Settlement. Let Tax Debt Advisors of Mesa Arizona be your representation. They can be your IRS Power of Attorney between you and the IRS. When there is a Power of Attorney on file the IRS is required by law to make verbal and in-person contact with them rather then you. Also, when the IRS sends any mail pertaining to collection activity it will be sent you and also the Power of Attorney on file.

Michael was lost and confused on what to do to resolve his IRS matter. He made an attempt or two on is own but it was not getting anywhere. Michael wanted to set up a settlement with the IRS and also prevent the IRS from filing a federal tax lien. Tax Debt Advisors accomplished both. View the notice below.

2018 Mesa IRS Settlement

For his settlement Michael agreed to a fixed monthly payment plan to settle his IRS debt. According to the agreement the IRS will no longer bother him or ask for additional financial information at a later date as long as he sticks to the terms. The terms are simple. File and pay any and all future tax returns on time without extensions. Any new debt that would come on board will automatically default the arrangement.

Call Scott Allen EA and setup a settlement with the IRS today. Don’t wait until its too late and the IRS is garnishing your wages or bank account.

Written by Scott Allen

2018 Gilbert IRS Settlement by Scott Allen EA

2018 Gilbert IRS Settlement

If you came across this blog you are probably in some type of tax trouble which may require a 2018 Gilbert IRS settlement for you. Tax trouble could mean a number of different things. Some taxpayers meet with Tax Debt Advisors just for a consult. Others are under an IRS wage garnishment. Some have back tax returns that need to be filed. In any case, the ultimate goal is to get some type of Gilbert IRS settlement. Tax Debt Advisors is a local family owned company that focuses on solving simple to complex IRS problems by representing them as their Power of Attorney.

Let’s give you an example. George and his wife met with Tax Debt Advisors a few months ago. They currently did not owe any back taxes to the IRS however they were behind on their tax filings for 2015, 2016, and 2017.  Both of them were employed as W2 wage earners. They were having some taxes being withheld from their paychecks but not enough.  An IRS Power of Attorney was signed and Scott Allen EA began investigating their case. He was able to verify any and all compliance issues, and retrieve and confirm all documents the IRS had on record for both taxpayers for the three years that needed to be prepared.  Upon reviewing the information with the taxpayers and confirming that all information was correct, the returns were prepared and filed properly. Back tax returns can typically take anywhere from four to eight weeks for processing. While waiting for those to be completed Scott Allen EA helped the taxpayers prepare and organize their current financial information so that they could evaluate all settlement options available.

Below is what was successfully accomplished for George. All his back tax debt from 2015, 2016, and 2017 was settled into one monthly payment plan. The payment plan was negotiated in a way that prevented the IRS from filing a federal tax lien against their credit. As long as George remains in compliance with his future tax obligations the IRS will no longer bug him again.

2018 Gilbert IRS Settlement

2018 Gilbert IRS Settlement

If you might be in a similar situation as George and/or trying to avoid a tax lien from being filed, speak with Scott Allen EA on the phone today. He will put your mind at ease.

Written by Scott Allen

2018 Phoenix IRS Debt Settlement

2018 Phoenix IRS Debt Settlement

This taxpayer was looking for a 2018 Phoenix IRS debt settlement. She found Tax Debt Advisors online and met with Scott Allen EA for a consultation on her tax matter. All her tax returns were already filed except for the current tax return. That year would not be an issue as it had a refund anyways.

Scott Allen EA was hired to be her power of attorney representative before the Internal Revenue Service. He contacted the IRS initially for two reasons. He needed to first confirm all the issues on the account:

  • Verify what years are owed for
  • Total amounts owed
  • All tax returns were filed.
  • Verify where the account assigned at

Upon completing that review Scott and the taxpayer met to begin collecting and evaluating her current financial status. She was in the middle of switching jobs so it was a little difficult getting the most accurate information in a way to relay to the IRS appropriately. However, we got it done and advised her to get into a currently non collectible status for all her back IRS debt.

Attached below is the approval notice their clients 2018 Phoenix IRS Debt Settlement. See for yourself the work that Scott Allen EA handled timely and efficiently.

2018 Phoenix IRS Debt Settlement

2018 Phoenix IRS Debt Settlement

If you are struggling with the IRS on back tax debt or unfiled tax returns consult with a local tax professional whos family company has over 41 years of committed success. Their office is conveniently located in the greater Phoenix area.

Written by Scott Allen

Mesa Unfiled Tax Returns IRS

Mesa Unfiled Tax Returns IRS prepared by Scott Allen EA

There are many reason why a taxpayer may have Mesa unfiled tax returns IRS. Regardless of the reason, Scott Allen EA of Tax Debt Advisors is experienced to handle it and get you back on track.

Richard was a new client that met with Scott Allen EA recently and had a handful of years that he had not filed his tax returns on. One of those years being 2011. What happened to him for that year was because he did not file a tax return the IRS went ahead and filed it for him. How nice, right!? Well, not exactly. When the IRS prepared it they had Richard owing over $190,000 in tax, interest, and penalty. Can anything be done when the IRS does this? Yes, with almost anything within the IRS you can appeal or protest an assessment. As Richard’s Power of Attorney this is exactly what Scott Allen, EA did.

View the notice below to see EXACTLY what Scott did for his client. Over $180,000 of tax debt was eliminated by protesting an IRS Substitute For Return filing. Tax Debt Advisors has helped thousands of clients over 41 years save millions of dollars in inaccurate filings by the IRS. In addition to this filing Richard also had to get his 2015, 2016, and 2017 returns prepared. Today, he is in good standing with the IRS and on a monthly payment plan to take care of his liabilities.

Mesa Unfiled Tax Returns IRS

Mesa Unfiled Tax Returns IRS

Meet with Scott Allen EA today and let him review and evaluate your account with the IRS. Find out where you stand, where are there issues, and where everything is in compliance. He will meet with you for a free initial consultation and let you know if and where he can help you.

Written by Scott Allen

Do I Need To File Taxes in 2017-2018?

Do I Need To File Taxes in 2018-2018

If you are searching for “do i need to file taxes 2017” or “do i need to file taxes 2018“, this post should help! Everyone is not required to file their taxes every year. Generally, one’s total income for the entire year has not exceeded the amount of their standard deduction, with one exemption, and they are not a dependent of another tax payer. So, if you can claim yourself under the above requirements you may not have to file a tax return every year. It depends on the yearly income that one’s has earned, the type of that income, their age, and their filing status, as to whether or not they would have to file any taxes for that year.

The gross income thresholds

Anyone who pays taxes and files a return can claim the standard deduction and they can also claim one other person as an exemption, as long as that person is not being claimed by someone else. The amounts of the standard tax and the exempt get fixed by the government every year by the time the tax season comes around and it is also taken care of for any increases due to inflation every year as well.

You Do Not Need To File Taxes If Your Income Doesn’t Exceed Your Standard Deduction

The IRS does not require anyone to file a tax return in the years that their income does not exceed their standard deduction, including any exemptions that they might be able to take. In other words, if their income is equal to or less than their standard deduction plus exemptions they do not have to file for that year. Tax exempt income is not included when trying to determine if you need to file or not. For instance, in the year of 2017, those who were under the age of 65 and they were single, would have to file their tax return if they made over $10,400 and over, that is how much the standard deduction was for that year for a single taxpayer, including one exemption.

The income thresholds for those 65 and over

Anyone who is at least 65 years of age and is receiving Social Security income must go by the filing requirements the same as those who are still working. Although, those on Social Security can usually receive more income than working tax payers before they having to file a return. With the exception of those who are married and file separate returns. If this is the case, they would have included their Social Security income to evaluate their gross income will exceed the standard deduction, including one exemption. Additionally, should the IRS require someone to pay taxes on a portion of their Social Security income on account of their other income be too much, they would have to calculate that taxable amount, no matter what their filing status or marital status is.

Tax filings for dependent filers

Taxpayers that are claimed as a dependent on another taxpayer’s return will be subject to a different set of IRS filing requirements, whether they be a child or an adult. Dependent taxpayers are unable to claim themselves as an exemption, it makes it necessary for them to file a tax return when their income is equal to or more than their standard deduction (for single filers), which in the year of 2017 the standard deduction was $6,350 dollars. The dependents threshold on their income decreases over $1,050 for unearned income, like dividends and interest.

Claiming your tax refunds

Even on the years that a person would not have to file a return they might want to think again. The only way to receive a refund is to file a tax return for those who have federal taxes withheld out of their paychecks. For instance, a single taxpayer that earned $2,500 throughout the year, and they had $300 of that withheld for their federal tax, they would be entitled a refund for all of the $300 because their earnings were less than their standard deduction and an exemption. The IRS will not just automatically send anyone a refund, they would first have to file a tax return.

You Need To File A Back Tax Return If You Haven’t Filed Already

If you are reading this article, you have already missed the date to file your taxes on time. You can always file a back tax return with the IRS. If you are not sure how to do this, Tax Debt Advisors can help! We help tax payers file back tax returns in Phoenix, Gilbert, Scottsdale, Mesa and other areas in the Valley.

Tax Debt Advisors Can Help With Back Tax Returns & More


If you need to file back tax returns, having problems with the IRS or just need a great tax advisor, schedule your free tax consultation with Tax Debt Advisors today by giving us a call today at 480-926-9300.

Written by Scott Allen

Derek’s Mesa IRS Settlement

Derek’s Mesa IRS Settlement 2018

Just completed this month by Tax Debt Advisors was Derek’s Mesa IRS settlement. Derek owes the IRS over $70,000 in back taxes. All the tax returns were filed for compliance purposes, he just couldn’t afford to pay them. Luckily by filing the tax returns timely he saved himself from the 25% late filing penalty the IRS charges.

Derek and Scott met for a consultation to evaluate and discuss his options to settle his debt with the Internal Revenue Service. Based upon his current income and expenses it was quickly noted that for right now he was not a viable candidate for an offer in compromise. On a side note, its important to remember and realize that only about 3% of taxpayers qualify for an offer in compromise to begin with. It’s very important to find that out before submitting an Offer.  Offers are expensive to do and take a lot of time (about 12-18 months).  You will want to be sure to explore all other options first.

As you can see by clicking on the link below that Derek’s Mesa IRS settlement was an installment arrangement. Tax Debt Advisors was able to settle his debt in a low monthly payment plan of only $200 per month. The most important requirement is that he remembers to file and full pay his future tax liabilities on time so the agreement does not default.

Derek's Mesa IRS Settlement

Derek’s Mesa IRS Settlement

If you need assistance in evaluating and negotiating IRS debt, file back tax returns, or just need a new tax preparer please call the office of Tax Debt Advisors and schedule a time to talk with Scott Allen EA today.

Written by Scott Allen

What Is A Tax Advisor?

What Is A Tax Advisor

A tax advisor is a financial expert or tax consultant that is extremely knowledgeable of tax law and has advanced training that can help solve IRS problems without hiring a tax attorney. Generally, a tax advisor’s services are retained to help minimize taxation, but remain compliant with local and federal laws, which often include financial situations that get complicated. The term tax advisor includes various titles, including tax attorneys, Certified Public Accounts (CPA), and financial advisors.

Tax preparers and advisors are not licensed, but regulated by the Internal Revenue Services (IRS). A tax advisor’s duties are outlined by the Treasury Department Circular No. 230. Reg. 10.33(a). If one fails to comply with these outlined standards provided by the IRS, disciplinary action and penalties can occur.

Enrolled Agents Are Tax Advisors

Searching for an enrolled agent is a good approach. An enrolled agent is an expert tax advisor who is requited to pass a complex test, currently licensed to represent people in front of the Internal Revenue Service, and achieve annual continued education requirements. An enrolled agent is able to provide some tax-planning advice and prepare income tax returns. If you have received a penalty letter by the IRS, an enrolled agent can help with this.

An enrolled agent works within a range of environments. Some may have a firm of their own, some work at tax-preparation chains, while others are certified financial planners or CPAs too. You are able to locate enrolled agents using the National Association of Enrolled Agents (www.naea.org). Typically, they charge per tax form when preparing returns, meaning the more complex your return the more you pay. For tax planning, they commonly charge per hour.

Who Needs a Tax Advisor?

Many people, if not the majority would benefit by employing a tax pro, especially those of us who fall under specific circumstances. Naturally, if your tax life is complicated, including factors like real estate transactions, retirement savings accounts, self-employment income, trust funds, rental property income, home office, stock options, etc., you can find the service of a tax pro to be helpful. In addition, those who live and work in multiple states or countries can benefit from tax pro services, when buying, selling, or running your own business, or simply living an active lifestyle.

Consulting a tax advisor is smart when experiencing major life events, including when adopting or having a child, getting married or divorced, have dependents you financially care for (such as parents or children), are a widow, received inheritance, buying or selling a home, starting a job or lost a job.

Not only can a good tax professional provide useful services through tax season, when tax returns are prepared, but year-round. This is because they keep updated with the latest tax laws, rules, regulations and are able to answer questions, provide advice, and give tax strategies to save money. For instance, effectively timing a sale for different asset types, allowing you to benefit from all credits and deductions available, and more.

How to Choose a Tax Advisor

One way to find a good tax consultant includes asking relatives or friends for their recommendations. Anotehr way is to find one on your own, such as using the National Association of Enrolled Agents website. You should ensure the tax pro has experience with your type of situation. For instance, small business taxes or personal income tax. Search for a professional that has more than a couple years of experience within the area, ensure they have a preparer tax ID number.

After you find a few possible tax pros, conduct due diligence research, ensure they are trustworthy and do not have a negative history. You can use the Better Business Bureau to do this search for accountants, and the board of accountancy within your state. To conduct research on enrolled agents, search for any licensing issues or disciplinary actions using the IRS Office of Enrollment.

Other things to ask about include certifications, professional affiliations, licenses, educational background, and references are a common request as well. If you are employing a tax consultant to prepare tax returns, question what happens in the event of an audit. Also, a significant factor is that you are comfortable working and speaking with the professional you choose.

You should not assume that employing a tax consultant is something only for the wealthy, or that one is not needed. It could cost a few hundred dollars to employ one, but it could save thousands, or more!

Need A Tax Advisor In Arizona?

Scott Allen E.A. Is an enrolled agent and experienced tax advisor that can help with numerous tax problems and more.

Written by Scott Allen

Mesa Back Tax Returns Prepared

Mesa Back Tax Returns Prepared by Scott Allen EA

If you have Mesa back tax returns that need to be prepared you are not alone. Life gets busy, finances get tight, and other obstacles can take priority. However, when deciding to get back into the tax system again its important to hire the right representation to guide you through the process. Scott Allen EA will meet with you for a free initial consultation to talk about your scenario. Whether you need to prepare one return or seven he can assist you.

As you can see by viewing the notice below is that Michael had many Mesa back tax returns to prepare. Scott was able to represent him in this predicament. Mike gave Scott IRS power of attorney so he could speak to the IRS in his behalf. With this he was able to get a “financial x-ray” of his status with the Internal Revenue Service and get to work for him one year at a time. By viewing the notice below you can see that all the tax years listed were negotiated into one complete payment plan settlement. This is just one of thousands of successful IRS settlements by Scott Allen EA.

Mesa Back Tax Returns

Mesa Back Tax Returns

WARNING: For best results in solving an IRS matter work with a local tax professional who you can meet with face-to-face, has a local phone number, and local permanent address. Most of the out-of-state companies advertising this work are simply that, just advertisers. They rarely perform after asking for a large sum of money up front. Scott Allen EA is the owner of Tax Debt Advisors, Inc., a local family business since 1977.

Need a tax organizer to prepare your 2017 tax return or other earlier years? Click here

Written by Scott Allen

Solve IRS Debt Mesa AZ in 2018

How do I solve IRS debt Mesa AZ?

There is a three step process to solve IRS debt Mesa AZ. Tax Debt Advisors, Inc is a local family company whos niche is to solve IRS debt problems. What are those three steps?

 

Here is the recipe to follow.

POWER OF ATTORNEY – Hire the right professional to gather up all the necessary documentation and stop any lien or levy action.

FILING BACK TAX RETURNS – Whether you have one return to file or eight Tax Debt Advisors, Inc can help you get those prepared quickly

TAX DEBT SETTLEMENT – Lastly, if you owe a debt to the IRS you need to evaluate what is the best option for you.

 

Just like Tax Debt Advisors, Inc navigated Lance through these steps as his Power of Attorney representation he can do the same for you. Every client’s situation has its own uniqueness and a hands on approach is necessary. Tax Debt Advisors, Inc prefers to work with local Arizona taxpayers which allows his to have a very high success rate. Below is a small example of work recently done by Scott Allen EA for his client Lance. Lance was behind on a number of tax filings. After getting him caught up and in compliance, a payment plan settlement was determined to be his best course of action. On top on that, Scott negotiated to not have the IRS file a notice of federal tax lien.

 

Solve IRS Debt Mesa AZ

Solve IRS Debt Mesa AZ

 

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