From Notices to Negotiations, We’ve Got You Covered.
Outsourced Tax Resolution Services for CPAs in the USA
Outsourced tax resolution services for CPAs in the USA help accounting firms protect clients from penalties, collections, and compliance breakdowns. Virtual tax resolution support for accounting firms, you gain a proactive partner for IRS collections representation, tax controversy consulting, and full-scope back tax resolution and compliance services.
Metrics That Prove Our Negotiation Power
% Reduction
in client penalties through penalty abatement and tax relief solutions
% Success
rate in IRS tax debt negotiation and settlement
$M+ Average
in resolved back tax liabilities for small businesses and firms
X Faster
turnaround than most in-house resolution attempts
Secure Compliance. Protect Reputation. Regain Control.
End-to-End Resolution with Virtual Tax Dispute Consulting
Tax problems don't wait, and neither should your support. We provide virtual tax resolution support to accounting firms in order for you to deliver answers, structure, and a calm presence to customers having difficulties with back taxes, notices, or collections.
We also help in delinquent tax resolution and install payment plans, tax lien and levy removal, and tax compliance reinstatement by expert process and representation.
We take care of everything, whether IRS collections representation for businesses with your clients or available in-compromise assistance with installment agreements. Our assistance is end-to-end and is white labeled to keep your brand at the forefront while we address the big stuff.
- IRS Tax Debt Negotiation and Settlement with step-by-step guidance
- Tax Dispute Mediation and Advocacy for penalty disputes or unfiled returns
- Offer in Compromise (OIC) Filing and installment plan structuring
- Penalty Abatement and Tax Relief Solutions to minimize interest and fees.
- Urgent tax lien and levy removal coordination.
- Back tax resolution and compliance for multi-year issues.
- Restoration of tax compliance meeting documentation needs on a firm level.
Resolution That Respects Your Brand and Protects Your Clients.
We manage the IRS negotiations so you can manage the relationship with your clients while we manage the hard work.
Comprehensive Tax Resolution Services for CPA Firms in the USA
Our outsourced tax resolution services for CPAs are extremely beneficial in solving time-sensitive, overdue, or disputed matters in the tax arena. We take care of the backend tax service so that your team may lead the advisory front. Case details remain securely stored, confidential, and fully compliant with IRS standards.
Our tax resolution services consist of SOP-led workflows and protocols to prevent escalation while addressing and resolving instances during an early stage to resolve compliance issues without the involvement of overhead legal procedures.
- Tax Disputes Mediation and Advocacy Guide the conversations with the IRS, present written appeals, and rectify filing inconsistencies.
- IRS Tax Debt Negotiations and Settlements Analyze liabilities for which a client has been assessed, consider the client's hardship levels, and negotiate settlements with the IRS or the states involved.
- Penalty Abatement and Other Causes of Relief Prepare the proper abatement request letters pursuant to cause, history, or administrative error.
- Compromise and Installment Agreement Services Prepare and file resolutions under Form 656 and related payment schedules.
- Late Tax Resolution and Payment Agreements Strategic retroactive filing and payment plans assist clients in being brought back into compliance.
- Tax Lien and Levy Removal Assistance Assist with the removal of wage garnishments, levies, or liens through a structured course of progress toward resolution.
- Restoration of Tax Compliance for Firms and Corporations Fill-in compliance gaps and restore good standing with the relevant authorities.
- Documentation Ready for Audit Files for CPA review, acceptance by the IRS, or external audit support.
Tax Accuracy. Fully Resolved. Every Time.
Whether it's penalty relief, lien removal, or full IRS negotiation, we bring clarity, documentation, and compliance to your firm.
Case Files Closed. Liabilities Reduced. Fully Documented.
Hire a Tax Resolution Analyst
Do not pass IRS disputes to exhausted team members! Our tax resolution analysts specialize in virtual IRS case management for CPA firms. Theirs is an expert service: trained in federal procedure, transcripts, and compliance recovery to create outcome-based performance measures-working remotely, so there is no need for in-house support.
- IRS tax debt negotiation and settlement expertise
- Fully time, part-time, or case basis
- Well-versed in federal and state tax resolution requirements
- Customizable reports for firm branding
- All case documentation and resolution notes were reviewed by the CPA
Timeout for dependable, flexible, and reasonably priced tax case resolution with SOP-level control.
Why Choose Globus Finanza for Tax Resolution?
Unresolved tax cases severely depreciate trust in the client and drain resources within the firm. Globus Finanza's virtual tax resolution support was crafted exactly to solve the problem-fast, white-labeled IRS resolution, with CPA-reviewed documentation and on-demand support.
We combine structuring and visibility with legal alignment across every case so that CPA firms remain compliant, credible, and focused on advisory, not collections.
- Years of experience in outsourced tax resolution services for CPAs in the USA
- Live tax case dashboards and documentation tracking
- SOP-driven operations that integrate with your firm’s delivery workflows
- Flexible staffing options to match tax season needs
- Offer in Compromise evaluations with direct case representation
- Real-time discrepancy flags and resolution alerts
- Full audit trails prepared for firm-side or IRS-side review
How We Deliver the Best Virtual Tax Resolution Services
It all starts with a thorough and structured case evaluation, analyzing things such as IRS communications, tax transcripts, and filings. Based on the analysis, a formal resolution strategy is created, filings are made as necessary, and case negotiation is activated with either the IRS or a state agency.
You receive real-time updates on cases, resolution files reviewed by CPAs, and white-labeled documentation that can be handed over to the client or used as attachments for audits.
- SOPs for IRS tax debt negotiation and settlement
- Integration with tax software and firm-side systems
- Regular checkpoints for ongoing and complex cases
- Discrepancy reports in real time with escalation support
- Briefs on cases for ISAs and clients
- Analyst assignments are flexible depending on urgency
- Documenting filings, adjustments, and restorations of compliance
Got a Question?
Frequently Asked Questions
We manage full-cycle resolution, from case assessment and IRS communication to settlement filings and final compliance documentation. This includes handling penalty abatements, tax debt negotiation, Offer in Compromise submissions, and payment plans. We also provide full documentation ready for CPA review and client delivery. Every step is managed under SOPs and IRS-aligned protocols.
Yes. We frequently work with clients that operate in multiple states and across several business entities.
All resolution documents, reports, and case files are delivered with your firm’s branding. We operate entirely behind the scenes.
We communicate with the IRS or state authorities to request lien or levy removal based on hardship, payment progress, or negotiated resolution. Supporting documentation is submitted with each request, and we provide detailed tracking until the action is lifted.
Standard onboarding takes 3–5 business days, depending on your systems and case volume. For urgent matters, we offer expedited intake.
Yes, we prepare and submit OIC and installment agreements, ensuring all financial data is reviewed for eligibility and compliance before submission.
You’ll receive CPA-reviewed resolution files, case notes, IRS transcripts, and audit-ready summaries—ready for delivery to clients or internal review.
Latest Insights on Tax Resolution & Compliance
Stay updated on OIC best practices, audit-proof penalty abatement, and IRS case management strategies.
