IRS Levy and Tax Resolution Help for CPA and Law Firm Referrals

When a client calls you about a bank levy, a wage garnishment or a final notice from the IRS, the clock is already running. Wolf Tax is an attorney-led tax resolution firm that accounting and law firms refer clients to for urgent IRS collection problems and complex tax debt. A licensed tax attorney files a power of attorney, contacts the IRS, and works to stop collection while a long-term resolution is put in place. The first consultation for your client is free and confidential.

When to Refer a Client

These situations have deadlines or legal exposure that make fast, attorney-level help worth it:

  • Final Notice of Intent to Levy (LT11, Letter 1058 or CP90): the client usually has 30 days to request a Collection Due Process hearing, which pauses most levy action.
  • Bank levy: the bank generally holds the funds for 21 days before sending them to the IRS, so there is a short window to seek a release.
  • Wage garnishment: a wage levy continues every pay period until it is released.
  • Federal tax lien blocking a refinance, sale or business financing.
  • Trust Fund Recovery Penalty (Letter 1153) proposed against an owner or officer for unpaid payroll taxes.
  • Revenue officer contact, a field visit or a summons.
  • Large balances where an Offer in Compromise, partial payment plan or Currently Not Collectible status may apply.
  • Multiple years of unfiled returns, especially if the IRS has filed substitute returns.
  • Audits and appeals where attorney-client privilege may matter.
  

How a Referral Works

  1. Contact us by phone at (888) 965-3829 or through our contact page, with your client's permission. Tell us about any deadline on the notice.
  2. Free, confidential consultation. A tax attorney reviews the notice and your client's situation and explains the options.
  3. Power of attorney. We file Form 2848 so the IRS communicates with us, and request a collection hold or Collection Due Process hearing when a deadline requires it.
  4. Investigation. We pull IRS transcripts, confirm what is owed and which years are open, and identify missing returns.
  5. Resolution. We pursue the option the client's finances support: an installment agreement, Offer in Compromise, Currently Not Collectible status, penalty abatement, lien withdrawal or an appeal.
  6. Coordination. We work with you on the returns and financial information the IRS needs, and with the client's permission keep you informed as the case progresses.

Why Refer to an Attorney-Led Firm

  • Attorney-client privilege. Communications with a tax attorney are privileged, which matters when a case involves unfiled returns, payroll taxes or possible exposure beyond the balance due.
  • One attorney on the case. Evan Wolf, Esq. has practiced law for over 15 years and personally handles IRS communications, negotiations and filings. Your client is not passed between call-center representatives.
  • Built for complex cases. Levies, liens, trust fund recovery penalties, six-figure balances, audits and appeals, for individuals and businesses.
  • Flat-fee pricing. We quote a flat fee based on the work required and what the client can afford, with no hourly billing surprises.
  • Nationwide. Based in Troy, Michigan, we represent clients before the IRS across the country and also help with state tax problems.

Referral Partner FAQs

Which cases are the best fit for a referral?

Cases with an active levy or lien, a final notice with a deadline, payroll tax debt, a revenue officer assigned, a large balance, multiple unfiled years, or an audit or appeal. Routine notices and simple payment plans can often stay with you.

How quickly can you act on a levy?

Once we have a signed power of attorney, we can contact the IRS about a collection hold. If a Final Notice of Intent to Levy is still within its 30-day window, we can file a Collection Due Process request to pause most levy action.

Does my client pay for the first consultation?

No. The initial consultation is free and confidential, with no obligation to hire us.

Do you handle state tax problems?

Yes. We help with state Department of Revenue problems as well as IRS matters.

Can you represent clients outside Michigan?

Yes. IRS representation is federal, and we represent clients nationwide.

Ready to refer a client? Call (888) 965-3829 or contact Wolf Tax.

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