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|About Us ( 0 )|
Triage Tax Relief and Triage4Tax.com are privately held brands that are owned and operated by the parent company You File, LLC. The company and the Triage brands are headquartered in Houston, Texas.
The company Founder and President, Jeffrey Welch, developed the Triage brands to more directly assist individuals and companies in dealing with IRS problems. The company started in 2006 under the name You File as an online destination for tax information and electronic tax filing. The company later developed the Triage brands to meet the growing demand for help in fixing IRS problems by American taxpayers and companies.
The origin of the Triage name came from the similarity and approach that it takes to fix IRS problems. Since many IRS problems grow into a financial emergency for people by the time they seek professional help, some things have to be patched up before other things can be fixed. Thus, the company takes a Triage type approach to fixing IRS problems. The company has to stop the things that are figuratively bleeding clients before the bigger issues can be fixed. Things like IRS wage garnishments, IRS bank account levies and IRS asset seizures financially bleed clients, so a Triage type approach is taken to stabilize problems.
Welch manages the daily activities of the company and has 30 years of experience in customer service. He also has over a decade of experience in the tax industry. He has lead customer service and sales teams for industry leading companies and products in the tax industry. He has consulted with thousands of people about tax and IRS related matters. The company is customer service oriented and prides itself in treating customers with fairness, respect and empathy. The company understands that all too often clients are not getting fairness, respect and empathy from the IRS, so they need that treatment from their hired representative. Triage Tax always strives to deliver on those client expectations.
The company is a member of the Better Business Bureau and is a BBB accredited business with an A rating. The company and some key personnel are also members of the National Association of Enrolled Agents (NAEA).
Hire Triage Tax now to handle your IRS problem by calling 281-845-6859 or by entering your contact information into the Request a Consultation box on this page.
|Income Tax Tips ( 7 )|
|IRS Letters ( 7 )|
|Letters from the IRS are serious. However, letters sent from the IRS should not be ignored as many of the letters from the IRS give taxpayers a chance to fix thier tax problem.|
|IRS Tax Relief ( 5 )|
The need for IRS tax relief by individuals and businesses is growing substantially in the United States. The growing need comes from the simple notion that people and businesses can’t usually pay the total lump sum amount of debt that they owe to the United States Department of the Treasury. We all know what comes next when someone can’t pay Uncle Sam, he will come knocking on the door. Sometimes, that knock is done with a phone call or letter, but it really can be an actual knock on the door as well. Unlike doctors these days, Revenue Officers still make house calls.
People who need IRS tax relief really just want to get the IRS off their back and out of their hair for good. There is a good reason for that too, because it is no surprise to anyone that the Internal Revenue Service has a heavy hand to collect money from people. Unfortunately, there is no soft heart to go along with the heavy hand that Uncle Sam uses to collect money. Their heavy hand never seems to go on a diet either, because they collect money year round through wage garnishments, bank account levies, asset seizures and the damaging effects that come from federal liens.
The good news is that government regulations allow for IRS tax relief for people and businesses that need it. There are options for people and businesses that really can’t pay up. The golden rule on this issue is based on the phrase “ability to pay.” If someone truly doesn’t have the ability to pay what they owe to the U.S. Treasury Department, they can qualify for IRS tax relief.
The decision to determine someone’s ability to pay the government is found in the details of their financial position. There are formulas and factors that they use to make a determination about the ability to pay. It should come as no surprise that the government is more than likely going to interpret someone’s ability to pay differently than the person who is asserting that they can’t pay their debt. Therefore, to get the IRS tax relief that they are seeking, a person or business needs to show that their financial position is reflected with a true inability to pay. This is why having a professional handle the matter makes a difference.
The financial data that is reviewed by the government in these matters is extensive. They look at things that range from income to assets. They get down to the very intricate details of these items. Other factors that are considered, such as age and health, are also thrown into the mix. Anticipated financial matters that could potentially come into play for a person in the future fall into the equation as well. These would include things like someone being involved in a lawsuit for which they could receive a future settlement. Circumstances such as being the beneficiary of an inheritance or insurance policy also get taken into account.
The bottom line is that the government will see someone’s bottom line differently then they see it themselves, so get help from a professional to get the appropriate relief needed.
|Our Services ( 0 )|
Triage4Tax Relief helps people resolve their IRS problems.
We offer the following services to clients:
- Provide IRS Representation to Taxpayers by a Professional Licensed Enrolled Agent (EA).
An Enrolled Agent is generally the best person to hire for help with IRS Problems. The benefit in hiring an Enrolled Agent is because an Enrolled Agent is licensed by the Internal Revenue Service under the authority of The United States Treasury Department. Thus, Enrolled Agents hold a specific knowledge about IRS rules, regulations and procedures. The IRS refers to Enrolled Agents as an “elite status” on their government website and states that the status of an Enrolled Agent is the “highest credential the IRS awards.” Taxpayers have the right to representation under the tax code and should get representation in matters or problems related to the Internal Revenue Service. Triage Tax Relief provides this professional representation to clients.
- Consult with Taxpayers about IRS matters to determine a plan of action for their problem.
A Client Engagement Specialist will speak with Taxpayers in a consultative manner to determine the general nature of their IRS problem and will then outline a plan of action for Triage Tax Relief’s Enrolled Agents to handle the matter.
- Consult with clients and State Taxing Authorities on State tax matters.
A Client Engagement Specialist will speak with Taxpayers in a consultative manner to determine the general nature of their State tax problem and will then outline a plan of action for Triage Tax Relief’s Enrolled Agents to handle the matter.
- Prepare and file Federal tax returns.
A large number of IRS problems are a result of having unfiled federal tax returns. Therefore, preparing and filing federal tax returns is critically important to resolving IRS problems because it puts our clients back into federal tax compliance with the IRS. Taxpayers must be in federal tax compliance before the IRS will allow other issues to be addressed or resolved. Triage Tax Relief will prepare and file back federal tax returns for clients.
- Prepare and file State tax returns.
As is the case with the IRS, preparing and filing state tax returns is critically important because it puts our clients back into state tax compliance in the states that have an income tax. Because information and tax data flows down from the federal tax return onto the state tax return, a state tax return cannot be completed until a federal tax return is done. Triage Tax Relief will prepare and file back state tax returns for clients.
- Deal with IRS letters and the matters resulting from those letters.
Letters from the IRS are very informative. They provide warning signs to actions that the IRS will begin to take with a Taxpayer. Additionally, IRS letters will also give a road map to action already taken by the IRS with a Taxpayer. Thus, it is critically important that Taxpayers who receive IRS letters in the mail open them up and read them. It is also very important that Taxpayers accept or pick up all Certified Letters from the IRS from the post office. The IRS will take action against Taxpayers regardless of whether they signed for the Certified Letter or not, so it is best to accept the letter so that the Taxpayer and their Representative will know what is happening or about to happen with the IRS. Many IRS letters are deadline driven so they need to be taken seriously and addressed quickly. Missing IRS deadlines as explained in certain IRS letters can mean a loss of Taxpayers rights under the IRS code. Triage Tax Relief can explain to prospective clients and engaged clients what the IRS letters mean and help clients protect their rights.
- Deal with IRS collection matters which are commonly referred to as ACS, Automated Collection Systems or Automated Collection Services).
Simply stated, ACS means that a Taxpayer is in a collection status with the IRS so the intent of the IRS is to collect money from them. A Taxpayer’s Representative will need to speak to the Collections Department at the IRS to try and work out a Collections Alternative Plan. Alert: Taxpayers who are in Collections need to take immediate action because they are at risk of levy, lien, garnishment or asset seizure. Triage Tax Relief can address these collection matters.
- Deal with IRS Wage Garnishments.
IRS Wage Garnishments mean that the IRS will send a notice to the Taxpayer’s Employer to garnish the Taxpayers paycheck. The amount of the wages to be garnished depends on a number of factors; including the number of dependents at home and payroll status (i.e. W-2 or 1099). Triage Tax Relief can get a reduction or a release of an IRS wage garnishment in many cases.
- Deal with IRS Bank Account Levies.
IRS Bank Account Levies mean that the IRS will send a notice to a Taxpayer’s financial institution (bank, credit union, etc…) and have funds seized from their accounts. Triage Tax Relief can get a release of an IRS Bank Account Levy in many cases.
- Deal with IRS Federal Tax Liens.
The IRS issues Federal Tax Liens to protect their financial interest in cases where a Taxpayer owes money to the IRS. Many people misunderstand the definitions between a Levy and a Lien. The simplest explanation about the two items is that Liens hold things and Levies take things. So a Federal tax Lien holds property or assets from being sold or transferred until the Lien is lifted. Federal Tax Liens can severally affect a person’s credit rating. Although difficult in many cases, Triage Tax Relief can get a release or a subordination of a Federal Tax Lien depending on case details.
- Negotiate settlements, pay plans and other resolutions for outstanding tax debt.
All settlements, pay plans and other resolutions of outstanding tax debt with the Internal Revenue Service are determined by the Taxpayers ability to pay the debt. There are so many factors that determine a person’s ability to pay the IRS that Taxpayers should hire an Enrolled Agent to figure it out. The Internal Revenue Service will ask Taxpayers to either answer questions about their financial situation or they will ask them to complete an IRS Form 433. An IRS Form 433 is a detailed document that tells the IRS about a person’s income, assets and overall ability to pay the IRS. It is Triage Tax Relief’s strong belief that Taxpayers should not give or submit this information to the IRS without first hiring an Enrolled Agent to review and submit it for the Taxpayer, if necessary. There are certain situations where this information does not need to be given to the IRS, but the IRS is not generally going to tell Taxpayers when those situations apply. Triage Tax Relief can negotiate structure and put in place settlements and plans that are in the best interest of our clients and not the Internal Revenue Service.
- Prepare and submit an Offer in Compromise (OIC) to the IRS.
An Offer in Compromise is the most popular and most talked about settlement option with the IRS. It allows Taxpayers to offer the IRS less money than what they owe them. It incorporates the same principles and approach as explained in the negotiated settlements services. An Offer in Compromise is based on a Taxpayer’s ability to pay and does require the submission of the IRS Form 433, so it needs to be done by an Enrolled Agent. Triage Tax Relief can prepare and submit an Offer in Compromise for clients that best reflect their ability or inability to pay the IRS.
- Provide Audit Defense and Audit Representation.
Triage Tax Relief has 4 basic rules in regards to IRS Audits.
The percentage of Taxpayers who get audited by the IRS is very, very small. Therefore, when an IRS audit occurs, the IRS is very motivated to disallow items on a Taxpayers federal return so that they will owe money to the IRS. Consequently, the IRS is highly skilled in asking questions that benefit them and not the Taxpayer. Once a Taxpayer says something to an IRS Auditor or Agent, those words are on the record and cannot be taken back. Too often, Taxpayers innocently say something to the IRS in the Audit process that hurts them. Triage Tax Relief represents Taxpayers in IRS Audit matters.
Do Not Represent Yourself in an IRS Audit. Get Representation Immediately.
Do Not Speak to an IRS Auditor or Agent about your audit case other than to say “I am getting Representation for my Audit so you will need to speak to my Representative.” Do Not Say Anything Else – Period. It can and probably will hurt you.
Do Not Allow the IRS to come out to your home or place of business to conduct an Audit. Taxpayers have the right to Audit Representation — Get It Immediately.
Do Not Hire the Person who prepared the tax return to represent you in the audit.
- Deal with Innocent Spouse and Injured Spouse matters.
There are certain and specific situations where Spouses can get some relief under the tax code from being held accountable for their Spouses tax debt. Triage Tax Relief represents Taxpayers in Innocent Spouse and Injured Spouse matters.
- Deal with ID Theft as it relates to IRS tax issues.
The unfortunate situation of ID theft can be a tangled mess to unwind at the IRS. Triage Tax Relief will help Taxpayers with IRS problems caused by ID theft.
- Deal with EIC (Earned Income Credit) issues.
This is an area of tax that has been the center of growing fraud in recent years so the IRS can be slow and stubborn in regards to resolving EIC cases. This is an area that relies heavily on proof and paperwork which can frequently get shuffled, stacked or lost at the IRS so Representation is important in EIC matters. Triage Tax Relief can help Taxpayers in EIC matters.
- Deal with Business related tax problems.
The nature of business and all of its moving parts from employees, business transactions, record keeping, accounting methods, inventory to a host of other items can make business a target for IRS problems. Triage Tax Relief can help businesses navigate and resolve IRS problems as related to business matters including audits.
- Deal with Payroll Tax Problems (940/941 taxes).
Payroll tax problems can come from the withholding, submitting, reporting and filing of the taxes. However, it seems that the most common payroll tax problems come from not paying the payroll taxes and specifically the trust fund portion of the payroll taxes. The Internal Revenue Service generally doesn’t have much mercy in payroll tax matters so Representation is needed. The IRS can cast a wide net on people, who they will hold personally responsible for the payment of payroll taxes, including the assessment of civil penalties. Triage Tax Relief can help bring resolutions to payroll tax problems.
- Deal with IRS cases where an IRS Revenue Officer or IRS Revenue Agent has been assigned.
Taxpayers frequently learn that an IRS Revenue Officer or Revenue Agent has been assigned to their tax case when they show up to their home or place of business. As one might imagine, this is not a good situation. Just like in an audit case, Taxpayers should not speak with Revenue Officers or Agents about their IRS matters other than to let the IRS know that they will be hiring Representation and they will need to speak to their Representative. Revenue Officers are there to collect money so the actions that they take support collecting money from Taxpayers. Revenue Agents are there to audit Taxpayers. Triage Tax Relief can represent clients who have Revenue Officers and Revenue Agents on their case.
- Deal with IRS problems related to 1099 income.
A significant number of 1099 income cases are related to audits, levies and garnishments. In regards to 1099 audits, the problems usually stem from the IRS disallowing expenses against the 1099 income because the 1099 income earner doesn’t have proof of the expenses or records needed to support the deductions. In regards to levies or garnishments, the IRS can take 100 percent of a person’s income when they are working on a 1099 arrangement. Triage Tax Relief represents 1099 income earners to resolve their IRS problems.
Triage4Tax Relief handles other IRS Problems not included on this list as well. Please make an inquiry about your IRS Problem.
|Tax Help ( 7 )|
The volume of letters and notices that are sent to taxpayers from the IRS each year are astronomical in number, and some of them require the recipient to inquire about tax help. Some of the letters and notices that are sent out are simple in nature and do not require getting advise from a tax professional. An example of this sort of thing would be an IRS notice that simply points out that a minor mathematical error was discovered on one’s return by the IRS. This notice explains the correction that was made to the return by the IRS and that no further action is needed.
Other issues with the IRS do require getting some professional tax help. For instance, if one hasn’t filed a return for several years or if they have an outstanding IRS debt that has not been paid, then they will want to seek the help of a tax professional. It becomes even more critically important to get professional help with this type of issue when one’s IRS problem has been moved into the collection phase by the IRS.
Once a person moves into the collection phase at the IRS, their risk of having a levy, lien and garnishment executed upon them by the IRS has increased. At this collection stage, the IRS problem has really escalated beyond the point of just needing some tax help. The person will now need a tax professional skilled in IRS matters to try and stop or lessen the collection action that the IRS is mounting against them. Once the series of IRS letters start coming to a person in the mail with warnings of the serious consequences that will take place for not resolving the matter, their problem has been compounded. These IRS notices or letters include real IRS threats about liens on one’s property, levies against their bank accounts, garnishment of their wages and other potential risks such as the closing of one’s business and seizure of other assets.
If one hasn’t gotten professional tax help by the time their IRS problem has escalated to the point of threats of levies, liens and seizures then they really need to get help now. They can spare themselves the financial and emotional hardships that they will certainly endure when the IRS finally takes action on their collection threats. It is very important to get some professional tax help in order to get the IRS problem solved.
Because the IRS tends to move slowly and inconsistently at times, people often build up a resistance to the threats and dangers of the IRS. This resistance build up frequently puts people in a type of zombie zone where they just sit idle and do nothing since nothing really bad has happened yet. Beware; this is when they are at their greatest risk with the IRS because at some point the IRS will get their act together and connect all the dots on the case. The person will end up with a levy, lien, garnishment or worse. It is a gamble that the taxpayer will lose over time, so they are better served to get help when the cards are still in their favor. In regards to reacting to the IRS, sooner is always better.
|Tax Problems ( 6 )|
Having tax problems with the IRS is very similar to having a cold. These two things are similar because they are both very common to get and if they are not treated properly, they just get worse. Also, anyone can get a common cold and the same holds true about tax problems, anyone can get them. In regards to getting into trouble with the IRS, everyone is exposed to potentially having IRS trouble due to the simple fact that the tax code is so big in size that the exposure rate is bigger. There are also things that people either do or don’t do that can also increase their risk of getting into trouble with the IRS.
A person doesn’t have to be rich or even be someone who uses tax shelters and offshore accounts to have trouble with the IRS. All sorts of issues can arise from a variety of things and may be as simple as making a mathematical error on a federal return or supporting documents when filling them out. Tax problems can also resonate from doing things that are not proper. For example, if someone reports the wrong income for a specific year or in many cases if someone fails to report all of their earned income for a specific year then that can lead to trouble with the IRS. Also, if someone takes a deduction that they are not entitled to take on their return that can lead to trouble. These are just a few examples of the many things that people can do to get into trouble with the IRS.
Quite often, tax problems with the IRS are triggered by the things that people don’t do that can be the most troublesome. One of the most common things that people do not do that gets them into trouble with the IRS is to not file a federal return. It can sometimes take a while, potentially years, for an IRS issue to surface when people fail to file a federal return. However; the sleeping dog eventually wakes up and will bite them for not filing the federal return.
One of the other most common things that people do not do that causes trouble with the IRS is to not read the letters or notices that the IRS sends to them. When someone ignores reading the letters or notices that the IRS sends to them, then they don’t know what action the IRS is going to take against them. The IRS will go ahead and take the action against the person that is detailed in the IRS letter or notice. There is a very common misconception among people who think that if they don’t open or pick up a certified letter at the post office from the IRS then nothing will happen to them. That perception is wrong. It is unfortunate that people don’t always read the letters or notices that are sent to them because those are tax problems that can be addressed and avoided by simply reading them.
|Tax Returns ( 6 )|
|TurboTax ( 2 )|
|TurboTax software is an easy to use self preparation tax software program that allows taxpayers to prepare taxes and file taxes on their own without going to a tax preparer. TurboTax is the industry leading self preparation tax software program made by Intuit. TurboTax has a variety of tax software versions offering taxpayers a variety of programs to meet their tax preparation needs. TurboTax is available online or through a desktop version. |
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