IRS RESOLUTION

Clear case review and stabilization for IRS concerns

Urban AZ Financial helps individuals and owner-led businesses in Phoenix understand IRS notices, organize records, and identify a practical next step based on a careful review of the facts.

We do not promise tax reduction, penalty removal, levy release, payment plans, settlements, refunds, processing times, or outcomes. Urban AZ Financial is not a law firm and does not provide legal advice or Tax Court representation.

Advisor reviewing IRS correspondence with a client

OVERVIEW

Received an IRS Final Notice of Intent to Levy? Act Now.

A  Final Notice of Intent to Levy means the IRS may proceed against wages, bank accounts, or other property. You generally have 30 days from the notice date to request a Collection Due Process hearing, usually with Form 12153. Depending on the facts, options may include a payment arrangement, hardship review, appeal, or another appropriate resolution. Do not ignore the deadline.

IRS notices and transcripts organized for review

IRS NOTICES & TRANSCRIPT REVIEW

Understanding what the IRS has on file

We review IRS notices and account transcripts to confirm what has been filed, what remains outstanding, and what deadlines apply. This gives us an accurate picture of your account before discussing any next step.

UNFILED RETURNS & RECORD RECONSTRUCTION

Rebuilding a filing history that has gaps

When returns have not been filed or records are incomplete, we work through available documents, income statements, and transcript data to reconstruct what is needed to bring a filing history current.

Sorting financial records to reconstruct a filing history
Reviewing account balance and collection status

BALANCE & COLLECTION-STATUS VERIFICATION

Confirming where your account stands today

We verify current balances, accrued penalties and interest, and collection status directly against IRS records, so any discussion of next steps is grounded in confirmed, current information rather than assumptions.

DOCUMENTATION & AUTHORIZATION

Proper authorization before anyone contacts the IRS

We help you organize the records and financial documentation an IRS matter requires. Where direct contact with the IRS or representation is appropriate, it is handled only by a legally eligible, properly authorized practitioner, using the correct authorization forms for your case.

Signing proper authorization documentation
Discussing possible next steps for an IRS case

EVALUATING THE NEXT STEP

A path grounded in your specific facts

Once records and account status are confirmed, we evaluate which IRS procedures may fit your situation, such as a payment plan, hardship status, penalty abatement, a corrected return, or another available process, only where the facts support it.

Any of these paths may be scoped as a separate engagement if needed. Identifying a potential option is not a promise that the IRS will grant it.

OUR PROCESS

A simple, three-part process

Every case moves through the same disciplined sequence, regardless of complexity.

1. Review records

We collect and review notices, transcripts, returns, and financial records relevant to your case.

2. Verify status

We confirm current balances, filing status, and collection activity directly against IRS records.

3. Document the recommended path

We put the findings and the recommended next step in writing, in plain language, before any work proceeds.

IMPORTANT INFORMATION

Scope of our services

IRS representation before the IRS is handled only by a legally eligible, properly authorized practitioner, engaged and scoped according to your specific matter.

Urban AZ Financial is not a law firm and does not provide legal advice or represent clients in United States Tax Court. We do not promise tax reduction, penalty removal, levy release, payment plans, settlements, refunds, processing times, or any specific outcome.

Every recommendation follows a review of your documents and is scoped to the facts of your case.

Start with a confidential case review

Bring your IRS correspondence and any available financial records. We will review the facts and document a recommended next step in plain language.

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Urban AZ Financial is not a law firm and does not provide legal advice or Tax Court representation.