Your Client's IRS or FTB Tax Debt Is Now Your Problem Too.
It Does Not Have to Be.
I handle the IRS or FTB resolution. You keep the client and the work in your lane.
Your client stays your client. Period. If tax compliance work is needed, we coordinate before anything moves. With the client's written permission, you get an update after the initial review.
Three kinds of professionals. One handoff.
The tax debt shows up in a different place depending on the work you do. Start where you sit.
Tax & Accounting
CPAs, EAs, bookkeepers, tax preparers, accountants
See what to watch forLegal
Family law, estate and probate, bankruptcy, business, and litigation attorneys
See what to watch forProperty & Lending
Realtors, brokers, escrow professionals, mortgage and lending professionals
See what to watch forWhat it sounds like when a client is already in collections.
CPAs, EAs, bookkeepers, tax preparers, accountants.
I handle the IRS or FTB resolution. You keep the return and the ongoing books. Your client stays your client. If tax compliance work is needed, we coordinate with you before anything moves.
- "I haven't filed in three years."
- Payroll deposits falling behind.
- A Revenue Officer contacted the business.
- The IRS filed a substitute return.
- Wages or a bank account levied.
What it sounds like when a client is already in collections.
Family law, estate and probate, bankruptcy, business, and litigation attorneys.
I handle the IRS or FTB resolution. You keep the legal matter and the client relationship. Your client stays your client. If tax compliance work is needed, we coordinate with you before anything moves.
- A spouse or former spouse who did not file during the marriage.
- An estate with unfiled returns.
- Tax debt sitting on top of a bankruptcy.
- An owner facing a personal trust fund assessment.
- A tax lien threatening a settlement or judgment.
What it sounds like when a client is already in collections.
Realtors, brokers, escrow professionals, mortgage and lending professionals.
I handle the IRS or FTB resolution. You keep the transaction and the financing. Your client stays your client. If tax compliance work is needed, we coordinate with you before anything moves.
- A tax lien on title.
- A frozen escrow.
- Underwriting needs missing tax returns.
- An FTB lien recorded against the property.
- IRS debt blocking a refinance or sale.
Triage. Stabilize. Rescue.®
Triage
First we find out how urgent it is. Filing status, balances, notices, and whether enforcement has already started. Nothing gets promised before the facts are on the table.
Stabilize
Next we stop the bleeding. Representation on file, contact with the IRS or FTB handled by us, and the missing filings brought current so the case can be worked.
Rescue
Then we work the resolution the facts support and see it through to a written outcome. No outcome is promised in advance, and not every case qualifies for every program.
Four steps. You keep the client the whole way through.
Spot It
You recognize one of the signals in your lane. That catch is the whole job on your side.
Introduce Us
Hand your client the Hand-Off Packet and send the Referral Intake Form. Two minutes.
Stay Informed
We confirm we received the introduction within one business day. Anything beyond that, we share only with your client's permission.
Keep Your Lane
The return, the matter, the transaction, the financing stay with you. We only take the tax debt.
Carlos Samaniego, EA, NTPI Fellow
Tax Debt Consultants LLC
Before Carlos became an EA, he served as a U.S. Army medic, then worked as an EMT in the Inland Empire — fourteen years combined. He hid from the IRS for eight years, opened the mail, and fixed it. Since 2017, he has resolved IRS and California FTB tax debt.
NTPI Fellow is the highest post-EA credential in tax resolution. Fewer than one percent of Enrolled Agents hold it.
Triage. Stabilize. Rescue.®
Recognized by media and peers. Known for the work.
Books written to make tax enforcement understandable.
The Professional Referral Partner Kit. Free.
Everything you need to hand off a tax debt case without giving up the client.
The Spotter Card
The signals for your lane on one card. Keep it at your desk.
The Hand-Off Packet
Give this to your client the moment you spot it. They arrive already oriented.
The Referral Intake Form
Two minutes to complete. Fax or email it. We follow up within one business day.
Get the Free Partner Kit.
One kit for every lane. Fill out the form and the Professional Referral Partner Kit comes right over.
The Spotter Card goes on your desk. The next time a client's tax debt starts pushing on your work, you will know exactly what to do with it.
Or skip the form and call directly at 909-570-1103.