You Handle It. We Support You.
The Tax Aid Plus service gives you the tools, resources, and expert backup you need to execute your resolution strategy on your own.
This service is designed for people who want professional guidance but prefer to handle IRS communications and negotiations themselves—saving thousands while staying in control.
What’s Included in Your DIY Package
IRS Form Review (Up to 2 Forms)
Submit your completed IRS forms (Form 433-A, Form 433-F, Form 9465, or similar) for professional review before you file. We’ll check for:
- Completeness and accuracy
- Common mistakes that trigger rejections
- Missing documentation
- Opportunities to strengthen your position
You prepare the forms. Our attorney reviews them before you submit them for potential issues or items that will delay IRS processing.
Secure Client Portal Access
All your documents, reports, and communications in one organized place. Access your transcript analysis, strategy letter, and form reviews anytime through our secure Canopy portal.
Educational Resources
- 90-day access to our Learning Management System
- Step-by-step video modules on each resolution option
- Downloadable checklists and worksheets
- Sample letters and communication templates
- Digital copy of “Surviving the IRS Without Going Broke”
Email Support
Questions about your strategy, forms, or next steps? Our team is here to guide you through the process.
What You’re Responsible For
All IRS Communications
You make the phone calls, respond to notices, and attend any IRS meetings. We don’t file a Power of Attorney, so the IRS contacts you directly.
Document Preparation
You complete all IRS forms using our guidance and educational resources. We review them, but you do the work.
Negotiation
You negotiate your payment plan or resolution directly with the IRS using the strategy we provide.
Compliance
You ensure all tax returns are filed and you meet IRS deadlines. We give you the roadmap—you drive.
Why This Model Works
You Save Money
Get professional transcript analysis and strategic guidance for $499 instead of paying for full representation.
You Stay in Control
No waiting for callbacks or scheduling delays. You move at your own pace and handle IRS contact on your timeline.
You Can Upgrade Anytime
If your situation becomes more complex or you decide you want full representation, we’re here. Many Tax Aid Plus clients choose to upgrade after seeing their transcript analysis.
What You Get vs. What You Don’t
| Included | Not Included |
| Transcript analysis | IRS representation |
| Attorney consultation | IRS phone calls on your behalf |
| Resolution strategy letter | Document preparation |
| Form review (up to 2) | Negotiation with IRS |
| Educational resources | Ongoing case management |
| Email support | Appeal or Tax Court representation |
You get the intelligence and guidance. You handle the execution.
Is DIY Right for You?
This service works well if you:
- Want professional analysis at an affordable price
- Are comfortable communicating with the IRS
- Prefer to stay in control of your case
- Need expert guidance but can handle the paperwork
You might prefer full representation if:
- You have multiple unfiled tax years
- You have complex tax problems
- The IRS has already filed liens or levies against you
- You prefer to have an attorney handle all IRS contact
Not sure? If you get started with this service and realize that full representation would better serve your needs, feel free to reach out and we’ll discuss how to make that happen.