Tax resolution: a guide for pros
What customers ask, how to win the job, and what to put on your profile.
Offering tax resolution
Customers with tax debt are worried and often embarrassed. Calm, factual communication and honest limits set you apart from firms that promise miracles.
What customers ask
- Can you settle my debt for less?
- How much do I pay you up front?
- Will you speak with the agency for me?
- What if I have unfiled returns?
- How long does this take?
How to win the job
- Ask for every notice and its date on the first call
- Tell the customer what you will review before recommending anything
- Show your credentials and how to verify them
- Explain in plain words that you cannot promise any reduction
- Write down stages and fees so the customer knows what each covers
- Describe how you track deadlines and agency letters
What to put on your profile
- Credentials that allow you to represent clients before the agency
- Types of tax problems you handle, such as unfiled returns and payroll debt
- Your process in stages
- How you communicate with clients
Follow-up that helps the customer
- Send a calendar of agreement payment dates and deadlines
- Offer a records checklist to avoid repeat problems
- Offer planning with a CPA or enrolled agent for future estimated payments
Licenses and permits
You must hold the credential that allows you to represent clients before the tax agency, and follow rules on fees and advertising. Check state rules on debt relief services.
Questions
Can I say a client will settle for less?
No. Explain options and avoid guarantees.
What authorization do I need to speak with the agency?
The signed form the agency requires. Explain what it allows.
Pro reviewers
Pros who offer tax resolution remotely can improve this guide, like Wikipedia. We check every edit before it goes live. Every approved edit is credited in the edit history and on the pro's profile.
Edit history
- Oct 29, 2026: Drafted by infinibell to our content guidelines.
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