Tax Debt Relief Services

Community Tax understands you work hard to build lasting relationships with your clients, and you don’t want to lose clients that are looking for services you aren’t currently offering.

As a Refund Advantage partner, Community Tax is committed to sending referred clients back to you for ongoing tax preparation. Other debt relief companies on the market won’t have your back. Offering tax debt solution through Community Tax keeps your clients out of competitors’ hands.

Referring clients that need tax debt resolution to Community Tax reduces your workload while still offering you incentive. The Community Tax team works with clients directly and is A+ rated by the Better Business Bureau.

Once your clients are up to date with filing their last six years tax returns, send them to Community Tax and they will take care of everything needed to resolve their tax debt problem from there. It really is that easy!

1) Tax returns you have prepared that have balances. (Keep in mind, the one return you prepared might have a small balance, but they could have past balances). Simply asking “Do you have any additional balances”? could help you identify potential customers. 

Once you have identified the balances. 

2) Try to uncover whether they have the means to pay it back in full or in four months (there is a fine line between not wanting to pay it back and not being able to afford too). The value increases when the likelihood of them being able to pay it in full or in four months decreases. Remember, Community Tax can still help if they don’t want to liquidate assets or drain savings accounts to pay it all back right away. 

3) You might have clients who come to you with threatening notices, local IRS agents, or are facing enforced collection action like wage garnishments/bank seizures. Community Tax can explain the notices, work with local agents and obtain garnishment releases.

4) They’ve tried to fix this in the past on their own and got nowhere. It can be a tedious process to resolve tax problems with the IRS. 

5) Your client cannot continue to owe year over year. Part of the Community Tax program is to identify the real tax issue, and work with the client extensively in order to adapt to a new lifestyle that includes making withholding adjustments and estimated tax payments. Community Tax prefers to avoid repeat clients.

6) They might feel intimidated working with the IRS. Remember, Community Tax is fully bilingual, and they will take over and handle all communication and correspondence with the IRS once they move into the resolution phase. Taxpayers have the right to retain representation!

7) They are undocumented and face tax problems but are worried about getting the process started due to deportation fears. Remember the IRS and Immigration and Customs Enforcement are separate and fixing their tax problems is essential on the path to documentation/citizenship.

8) If your client has been rejected for an Easy Advance or tells you the IRS keeps my refund every year.  Chances are, they have back tax liabilities.

You can submit a referral immediately.

Community Tax offers a money back “Service Guarantee”, which states, once the Investigation is complete if they cannot offer the taxpayer client any tax debt reduction services, Community Tax will refund their Investigation fee. Note – this is not to be confused with a satisfaction guarantee.

As soon as you submit your client’s information using the referral website, your client will be contacted within minutes, during normal business hours by the Community Tax team.

The initial Tax Investigation takes an average of three to 10 days. An estimated resolution time is available once the Tax Investigation is complete, and the program required for resolution is identified.

The resolution process can vary and is dependent upon the program the client is recommended. Some agreements require as little as seven to 10 days and others can take up to 18 months, such as the Offer In Compromise.

While Community Tax always ensures financial benefit when it comes to our fees, the general rule of thumb is that the most value is given with clients that owe at least $7,000+ in tax debt. The $7,000+ can be a combination of years or a single year.

Community Tax works specifically with state balances from California and New York exclusively at this time. States are often hard to reach and uncooperative, and their goal is to offer a service they can always stand by.

Community Tax operates in 48 states with the exception being Minnesota and North Dakota.

Community Tax has a two phased approach. The first phase or Tax Investigation will take on average 10-14 days. The resolution portion can vary and it is dependent upon which program(s) the client qualifies for. Some agreements can be set in place in as little as seven to 10 days and some can take up to 18 months, such as the Offer in Compromise. Community Tax will set the proper expectations with the client once they complete the Tax Investigation and have a better understanding of what program is targeted for their resolution

The programs and guidelines to qualify are based on a business’ or individual’s income, assets and expenses. The programs range from negotiated payment plans to settlements.  The sole purpose of the Tax Investigation is to explore all programs and prequalify the client or business for the best possible and most affordable outcome, while taking their personal financial goals into account.

Non-credentialed individuals have limited representation rights and can generally only represent clients whose return they prepared and signed. Limited representation rights also means that even though they may have prepared the return, they cannot represent clients regarding appeals or collection issues. EA’s, Tax Attorneys and CPA’s enjoy unlimited representation rights and may represent clients on any tax matters. By referring a client, you save hours that can be spent preparing returns for other customers or focusing on how to grow your customer base.

Community Tax believes the easiest way to present this to a client is something along the lines of, “We’ve partnered with one of the nation’s largest and most established tax resolution company. They have made it easy to explain if and how they can help you because they offer a no cost, no obligation consultation”.

We believe in simply telling your clients there is professional, experienced and affordable help with Community Tax, “Talk to them, they’ll explain your options”.

If you refer them, Community Tax’s courteous and knowledgeable enrollment team will do the rest.  They will work to create urgency and build value behind the services.